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Updates to Needs Analysis on Quotemonster

We have been gathering feedback from advisers since we launched our Needs Analysis tool on Quotemonster a couple of months ago. We are due to make a number of changes to the system based on the feedback given which will go live over the coming weekend.

Some of the things you can expect to see are changes to the layout of the screens, a new Settings screen to select defaults for certain things, as well as additional questions relating to KiwiSaver.

Be sure to log in to Quotemonster next week to go through these changes - if you haven't checked it out yet here is a link to how to find the tool.


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