NZX Wealth Technologies onboards two new advice firms

Last year the platform onboarded 11 new clients. 

Before appointing NZXWT, PWA conducted a comprehensive review of available service providers, working through a detailed consultation process to ensure it could implement the right technology and support framework to enhance its client services, create operational efficiencies, and position its business for long-term growth.

PWA director and adviser Jack Powell says; “NZXWT’s structured approach, clear communication, and tailored platform solution has delivered an efficient and future-ready operating model for our team and clients. NZXWT’s deep industry knowledge and commitment to understand our business requirements made all the difference.” Mr Powell says.

“We have achieved significant operational efficiencies, and have added value to our clients in the form of a modern, New Zealand-focused investment platform. It is reassuring to know the platform is evolving in a way that genuinely supports the needs of New Zealand financial advisers, ensuring we remain well-positioned for the future.”