Buy, don't build.
Use commercial software that is maintained, supported and already compliant. Do not write your own.
Run a bigger advice business with the team you have.
attiva. sets up the software, the workflow and the AI so an advice firm runs on one connected system. Every client, every document and every decision in one place, written down as it happens. Built to take on more clients and more advisers without growing the back office.
Who it is for.
Advice firms that want to grow without adding admin.
Mortgage and insurance advisers adding investment or KiwiSaver advice.
Groups that want every adviser, in every office, working the same way.
Firms that have bought good software and never got it talking to itself.
How it works.
Three principles. Get these right and the tools look after themselves.
Use more than one tool.
No single package does everything well. Pick the best tool for each job and keep the list short.
Be a plumber.
Every tool has to connect to the others through APIs or native integrations. If it cannot be plumbed in, it does not get used.
The tools change. The principles do not.
What we build.
One system, not six.
A CRM sits in the middle. Email, files, tasks and AI plug into it. Nothing gets typed twice and nothing lives in someone's head.
For the firms we work with today that means Gmail for email, monday.com for tasks and workflow, box.com for files and Claude for AI. Yours might be Outlook, Salesforce and a different AI. That is fine. What matters is that they plumb together.
AI with a specific job.
Claude can be used for almost anything. In an advice firm we give it specific roles, and people make the decisions.
Monitoring.
Each week it reads the FMA and DIA updates and cases against the firm's own policies and procedures. Each day it goes through the inboxes and flags what the compliance officer should look at. Everything it does is logged.
Call review.
Client calls are transcribed and checked against the firm's standards. It flags the calls a person should review. A person reviews them.
Advice documents.
The fact find goes in. A draft statement of advice comes out in the firm's format, with the right fund fact sheets and product disclosure statements attached. The adviser checks it, changes it and signs it off. The advice is always the adviser's.
One process, every adviser.
When the process lives in the system rather than in people, a new adviser or a new office runs the same way as the first one on day one. That is what makes a firm scalable, and it is what makes it easy to check.
If it was not written down, it did not happen.
Everything runs through the system, so everything is written down.
See it working.
People.
Graham Duston.
Graham has more than 35 years in investment management and financial services. He led Funds Administration NZ (FANZ) for more than 20 years. His roles have included CEO of SBS Wealth and the Lifestages KiwiSaver Scheme, General Manager New Zealand for ANZ Funds Management and ANZ Life, and senior management roles at Tower Trust Services and Armstrong Jones. He holds a Bachelor of Commerce in Economics and Management and a Postgraduate Diploma in Management from the University of Otago.
Regan Hines.
Regan builds the systems advice firms run on. Over the last two years he has moved a financial advice firm onto one connected set of tools, with AI doing the repetitive work and a record behind every step. Before that he spent fifteen years leading marketing, operations and business process work across the charity, retail and manufacturing sectors. He holds an MBA from the University of Canterbury and is trained in human-centred design.
Start with a conversation.
Tell us how your firm runs now and what you want it to do next. We will tell you where we would start.