News

NZ Funds launches latest fintech tool for advisers

Wednesday 18th of April 2018

WealthPlan is “a cloud-based adviser-driven robo-planner solution, that is based on over 10 years of experience in providing advisers with financial planning technology,” chief investment officer Michael Lang says.

Unlike most robo-advisers, NZ Funds’ technology is specifically designed for clients with substantial wealth where the role of the adviser is an integral part of the propositi...

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