Maximum value means form data landing where it belongs — cloud applications, storage, databases and on-premise systems. We configure and coordinate integrations as part of every implementation, including with your third parties.
Electronic ID, biometric and PEP/sanction screening inside the form — results drive conditional logic and workflow.
Real-time lookups against registries, address services and credit bureaus — prefilling and validating as customers type.
Create and update records directly from form data — including custom fields and entities.
Investor onboarding and instructions delivered straight into registry and fund administration platforms.
We maintain proven integrations with several of the registry, fund administration and practice management platforms used across the New Zealand funds industry — built and refined through real client implementations. We don't list them publicly, but if you tell us your platform we'll tell you exactly what's possible.
Ask about your platform →Generated documents and structured files in XML, delimited text, HTML, PDF, Word and Excel — batched and scheduled if needed.
Payment gateways (card data never touches our servers), SMS, e-signatures, BI and automation platforms.
Pull data to on-premise systems using our API and Connect Service — no inbound holes in your network. Or build a custom integration with our public REST API, with polling and webhook delivery.
Smart digital forms, expert implementation and seamless integrations — for regulated businesses that need more than a basic form builder.