Arian gives financial advisers a beautifully simple platform to onboard clients, track their goals, and deliver advice — without the paperwork.
Advisers are doing incredible work — but the tools haven't kept up. Paper forms, email threads, spreadsheets, and PDFs are the norm. Clients disengage. Advisers burn out on admin.
No software to download. No accounts to create. One personalised link kicks off a beautifully simple onboarding flow.
Goals, income, assets, KiwiSaver — captured in plain language. Open banking connects accounts automatically.
Full briefing before the first meeting. The portal keeps momentum going — nudges, projections, insurance prompts.
Arian is built for the way NZ advisers actually work. It plugs into your practice without disrupting it — and gives you a client experience that sets you apart.
Digital fact-find, open banking data, and goal capture — all before the first meeting.
Regular nudges and progress updates mean fewer surprise calls and more meaningful reviews.
Arian surfaces protection gaps automatically — so you never miss an opportunity to protect what matters.
When your adviser uses Arian, you get a clean, simple portal that shows exactly where you stand — and where you're heading.
Portfolio, KiwiSaver, goals, and insurance — all connected, always up to date.
House deposit, retirement, rainy day fund — see exactly how you're tracking.
No more waiting for the annual review. Message, share documents, and see recommendations in your portal.
Arian connects to New Zealand's open banking infrastructure, so clients can share their real financial picture with a few taps.
Arian is launching to a small group of NZ advisers first. Join the waitlist and be among the first to experience it.
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