InvestNow for
financial advisers
InvestNow gives financial advisers access to a broad range of managed funds and investment options from multiple investment managers through one platform.
Whether you’re considering InvestNow for the first time or already work with us, find the information, investment options and resources you need to support your clients.
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Managed funds
Explore 150+ managed funds from 30+ investment managers across a broad range of asset classes and investment approaches.
Explore managed fundsFund performance
Compare historical performance across managed funds available through InvestNow.
Compare fund performanceInvestment managers
Research the investment managers available through InvestNow and the funds they offer.
Explore investment managersFund documents
Find Product Disclosure Statements, fund updates and other important investment information.
Find fund informationBenefits of partnering with InvestNow
Give your clients greater investment choice while making it easier to research and manage investments across multiple investment managers.
Broader investment choice
Access 150+ managed funds from 30+ New Zealand and global investment managers, covering a broad range of asset classes and investment approaches.
Multiple managers, one platform
Bring investments from different investment managers together through InvestNow, reducing the need to work across multiple platforms and providers.
Research in one place
Access fund information, historical performance, fees, disclosure documents and investment manager information to support your research and advice process.
A clearer view of client investments
Use InvestNow to access and manage your clients’ investments through a central platform.
Practical adviser support
Get support from the InvestNow team with onboarding, platform use and the practical questions that come up when working with clients.
Resources for you and your clients
Access investment information, articles, webinars, guides and other educational resources that can support ongoing client conversations.
Adviser resources
Everything you need, in one place.
Already working with InvestNow? Get straight to the information and documents you use most often.
Adviser forms
Access the forms you need for client onboarding and ongoing account management.
View formsFund information
Find fund information, Product Disclosure Statements and supporting documents.
Find fund documentsFund performance
Explore current historical performance data across funds available through InvestNow.
View fund performanceFees & charges
Find information about applicable fund fees, transaction costs and other charges.
View fees & chargesGuides & support
Access practical information about using InvestNow and managing client accounts.
View adviser guidesAdviser FAQs
Find answers to common questions about accounts, transactions, investments and working with InvestNow.
View adviser FAQsInvestment insights for you and your clients
Keep up with investment markets and explore educational material from InvestNow and the investment managers available through the platform.
See how InvestNow could work for your advice business
Want to see the platform in action before getting started? Book a demonstration with the InvestNow team and we’ll walk you through how advisers can use the platform, the investment options available and what working with InvestNow looks like in practice.
See how the InvestNow adviser platform works.
Explore the managed funds and investment managers available.
Understand how client accounts and investments are managed.
Learn about the adviser onboarding process.
Ask questions about using InvestNow with your clients.
Book an InvestNow adviser demo
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Resources you can share with clients
Clear investment information can make client conversations easier.
Explore InvestNow’s educational articles, guides, calculators and webinars covering topics including investment risk, diversification, asset allocation, managed funds and KiwiSaver.
10 investing principles
A practical framework covering investment planning, risk, diversification, asset allocation and more.
Explore the 10 principlesCalculators & tools
Practical tools to help explore different investment considerations.
Explore tools
Ready to work with InvestNow?
Whether you’re ready to register or simply want to understand how InvestNow could work for your advice business, our team can help you take the next step.
Already registered? Log in to your adviser account.