Now in early access · New Zealand

Great advice
deserves better.

Arian gives financial advisers a beautifully simple platform to onboard clients, track their goals, and deliver advice — without the paperwork.

10 min
Average client onboard
0 paper
Forms, ever
1 link
To invite a client
Dashboard Goals Documents
Overview
Dashboard
My Goals
Accounts
Actions
Round-ups
KiwiSaver
Adviser
Sarah Mitchell
Good morning, James
Here's where things stand with your financial goals.
Total portfolio
$84,230
↑ 3.2% this month
KiwiSaver
$41,670
↑ 1.8% this month
House deposit goal 67%
$56,200 of $84,000 · On track for Mar 2027
The Problem

NZ financial advice is stuck in 2005.

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.

Before Arian
A new client gets emailed a 12-page PDF fact-find. Takes two weeks to get it back. Half the fields are blank.
vs
With Arian
Adviser sends one link. Client completes their profile on their phone in 10 minutes. Open banking imports accounts automatically.
Then, ongoing
The client portal keeps clients engaged between reviews. Goal nudges, KiwiSaver updates, and insurance alerts — all in one place.
How It Works

From first contact to lifelong client, in one platform.

1

Adviser sends one link

No software to download. No accounts to create. One personalised link kicks off a beautifully simple onboarding flow.

2

Client completes their picture

Goals, income, assets, KiwiSaver — captured in plain language. Open banking connects accounts automatically.

3

Adviser advises, clients thrive

Full briefing before the first meeting. The portal keeps momentum going — nudges, projections, insurance prompts.

For Advisers

Spend less time on admin. More on advice.

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.

Onboard clients in minutes

Digital fact-find, open banking data, and goal capture — all before the first meeting.

A portal that keeps clients sticky

Regular nudges and progress updates mean fewer surprise calls and more meaningful reviews.

Insurance and KiwiSaver, built in

Arian surfaces protection gaps automatically — so you never miss an opportunity to protect what matters.

Client Overview ● 3 new this week
148
Clients
$24m
Under Advice
86%
On Track
JT
James Thompson
House deposit · $84,230 portfolio
On track
SR
Sophie Reid
New client · Onboarding complete
New
MK
Mark & Kate Wilson
Retirement · Review overdue
Review due
GoalsDashboard
Good morning, James
Here's where things stand with your financial goals.
Total portfolio
$84,230
↑ 3.2% this month
KiwiSaver balance
$41,670
↑ 1.8% this month
House deposit goal67%
$56,200 of $84,000 · On track for Mar 2027
Your adviser Sarah Mitchell is available · Last review 3 weeks ago
For Clients

Your money, finally making sense.

When your adviser uses Arian, you get a clean, simple portal that shows exactly where you stand — and where you're heading.

See your full picture in one place

Portfolio, KiwiSaver, goals, and insurance — all connected, always up to date.

Track progress towards your goals

House deposit, retirement, rainy day fund — see exactly how you're tracking.

Stay connected to your adviser

No more waiting for the annual review. Message, share documents, and see recommendations in your portal.

Open Banking

No spreadsheets. No manual entry.

Arian connects to New Zealand's open banking infrastructure, so clients can share their real financial picture with a few taps.

ANZ
ASB
BNZ
Westpac
Kiwibank
+ more
Early Feedback

What advisers are saying

★★★★★
"The onboarding experience alone would save me hours per client. My clients would actually complete it — unlike the PDF I currently send."
RM
Rachel M.
Independent Financial Adviser, Auckland
★★★★★
"The client portal is what I've been looking for. Clients disengage between reviews — this keeps them connected to their goals and to me."
TD
Tom D.
KiwiSaver & Investment Adviser, Wellington
★★★★★
"Having KiwiSaver and insurance in the same view as the client's goals is genuinely new. That's where the real advice conversation happens."
SB
Sarah B.
Financial Planning Practice, Christchurch
Early Access

Ready to modernise your practice?

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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