Enterprise DNA

Instead of Adviser CRM

Move off Adviser CRM. Keep your adviser records yourself.

Enterprise DNA builds your version around how your practice works loans, refixes and reviews, brings your Adviser CRM records across, and runs it for you. Your data sits in your own database, not on a platform you license.

Adviser CRM publishes no price. Subscriptions are chosen with the team after a demo or trial and paid monthly in advance, with every user licensed.

Get your version built See it working
  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

What the subscription covers

With Adviser CRM you license access to your own records

Its terms say title to your data stays with you. What you pay for, month after month, is the right for each person in the practice to reach it, on a platform the vendor hosts and controls.

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A price you only learn after the demo

There is no price list on the site. You take the 14 day trial or book a demonstration, and the team then helps you choose your subscriptions.

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A licence for every user

Fees are monthly and paid in advance, and every user must be licensed. The terms rule out sharing a login to save on licences, so every new adviser or administrator adds to the bill.

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Rises you accept by staying

The vendor can raise fees on 30 days' notice, and can add a yearly adjustment of CPI plus up to 2%. If you do not cancel, the terms treat the increase as accepted.

cloud

Your client files on a platform in the United States

The terms name Zoho as the host of the platform, its databases, files and backups, in Zoho's US data centres. Your clients' financial details live on someone else's stack, overseas.

output

A copy of your data, at a cost, in a format not guaranteed

After you leave you have 30 days to ask for a copy of your data, supplied at the vendor's reasonable cost in a common format with compatibility not warranted. Backups are deleted after 90 days.

construction

Custom work you pay for and do not own

Bespoke connections may carry development costs, and customisations the vendor builds remain its intellectual property unless you agree otherwise. You fund the change and rent it back.

What you get instead

An adviser system that keeps score of the money

Refixes

Every loan split's fixed expiry, worked as a call list

Adviser CRM records each split's fixed period and expiry date. This turns those dates into the week's retention work, with the last conversation beside each one.

  • check Every fixed term ending in the next ninety days, nearest first, with the balance on it
  • check Rates that have already rolled onto floating, called out so nobody assumes they were refixed
  • check Clients facing an expiry who have not heard from their adviser in a month
  • check A refix inside a clawback window marked as the one you cannot afford to lose

Commission

What each lender owes you, checked against what arrived

Adviser CRM's feature list does not mention commission. Here your lender terms are stored as data, so every settled loan carries the upfront you should receive.

  • check Upfronts still missing thirty days after drawdown, by client and lender
  • check Payments that came in below schedule, to the dollar
  • check The yearly trail on your book, split by lender
  • check Loans that discharge early raise their clawback the day it happens, with the reason kept

Deals

The lending pipeline sorted by what expires first

Stages tell you where a deal sits. Dates tell you what breaks this week. The pipeline leads with the dates.

  • check Finance clauses due within five days on deals still waiting on the lender
  • check Pre-approvals running out under clients who are still house hunting
  • check Applications that have sat at a lender for ten days with nothing logged
  • check No application goes in for a client with no due diligence recorded, citing the AML/CFT Act

Yours

Your records, your rules, kept where you choose

Plain records in a database you own, hosted wherever you decide. The compliance rules and the paperwork come from the same place.

  • check A compliance check against the FMA Code, the CCCFA, the AML/CFT Act and the disclosure rules, each rule citing its source
  • check Refix letters, review packs and settlement summaries printed under your own brand
  • check Change a field, a stage or a rule by describing it, and the change belongs to you
  • check MIT licence: no notice period, no fee to take your own data with you

Make it yours

Design your own Adviser CRM replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Adviser CRM. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your Adviser CRM replacement Your version
YB Your business

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Answered from your own database

Build my version

We build it from the open-source base, bring your Adviser CRM data across and run it for you.

Switching

How to switch from Adviser CRM

A move like this usually involves exporting your records, mapping fields, testing the import and checking both systems side by side for a short period.

  1. 1

    Export your records

    While your subscription is live, export what your account allows, and check with Adviser CRM about available exports. Include the client and lending information you need, such as deals, loans, loan splits, fixed periods and expiry dates, plus document checklist data where available. If you need a full copy, request it in writing. Adviser CRM's terms allow a request within 30 days after leaving, at reasonable cost, with compatibility not warranted.

  2. 2

    Test the import

    Map the exported columns to the new system's records, then use the import's test run before writing anything. It shows what would come across, so you can review the mapping first. The Adviser CRM export columns are not the new system's import format. If Enterprise DNA is running the move, they map the columns for you.

  3. 3

    Review what is flagged

    Check the import results for records or fields that need attention, then review the files in the new system. Imported clients have no CDD date and imported deals have an empty advice file by design, even if the old records did not show that information. The compliance check lists what needs backfilling, so review those gaps before relying on the records.

  4. 4

    Run both systems briefly

    Keep Adviser CRM available while you check the new records against it. Compare client details, live deals, loan splits and fixed expiry dates, and check that the records you need are present. Use this overlap to catch mapping problems and decide where to enter any new activity while you are checking. Keep using your lender's channel for applications.

  5. 5

    Switch off Adviser CRM

    Once you have checked the records and are ready to work from the new system, give Adviser CRM notice under your agreement. Its terms require 30 days' notice to cancel. If you still need a full copy, request it in writing before leaving where possible. The terms allow a request within 30 days after leaving, at reasonable cost, and do not guarantee format compatibility.

construction

Where the real effort goes

The real work is usually mapping your own fields and rules, then deciding how much history to bring across. Some records need review or backfilling, including CDD dates and advice files. If you have Enterprise DNA run the move, they map the exported columns for you. The amount of checking depends on your records and the history you choose to bring.

Not ready for a call?

Get your Adviser CRM switch plan by email

We will send you the step-by-step plan for moving your business off Adviser CRM, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Two ways to move

Try the free version, or have Enterprise DNA build and run your own

Open source

Run it yourself

Free

  1. 1 Download the free version from GitHub
  2. 2 Load the demo practice and open the folder in Claude Code
  3. 3 Ask which client refixes are coming up and who has not been called
  4. 4 Map your Adviser CRM export into it once you have tried the demo
Get it on GitHub

Omni by Enterprise DNA

Have Enterprise DNA build it for you

One setup fee, then a monthly retainer

  • check We move your Adviser CRM clients, loans, splits and live deals across and check every record against the original
  • check If your practice also advises on insurance or KiwiSaver, we add your policies, benefits and reviews to the same records
  • check We load your aggregator's commission terms and clawback windows so every statement gets checked
  • check It runs inside Omni, our managed Command Center, beside the rest of your business
Book a discovery call

Questions

Instead of Adviser CRM, answered

We use Adviser CRM for insurance as well as mortgages. Does the free version cover that? expand_more

No. The free version is built around lending: loans, refixes, deals, commission and the advice file. Policies, benefits, premiums and insurer reviews are not in it. For a practice that does both, Enterprise DNA adds the insurance side into your version so one set of records covers the whole client.

How do we get our records out of Adviser CRM? expand_more

Export what you can while your subscription is live, and if you need a full copy, ask for it in writing. The terms give you 30 days after leaving to request it, at the vendor's reasonable cost, and say the format's compatibility is not warranted. Those columns are not the free version's import format, so they get mapped on the way in, and a test run shows what would come across before anything is written. Enterprise DNA does that mapping for you.

We have Document Writer templates. What happens to them? expand_more

The free version prints refix letters, review packs and settlement summaries from your records under your own brand. Templates you rely on today are rebuilt in your version so they draw on the same data, and they belong to you.

Adviser CRM connects to Quotemonster, Evince and Akahu. Do we lose those? expand_more

The free version has none of those connections. Applications and quotes keep going through the lender, aggregator and quoting tools you use now. Any link you depend on is scoped into the version Enterprise DNA builds, where the provider offers a way in.

Is the compliance check the same as compliance advice? expand_more

No. It is a written rule book pointed at your records: the FMA Code of Conduct, the CCCFA, the AML/CFT Act and the disclosure rules, each with its source. It names the client files missing something. You read and edit the rules to suit your licence and your practice.

Hold your clients' files yourself, not under licence

30 minutes with Sam. We go through what your Adviser CRM subscription covers, who in the practice needs access, what you actually use each week, and what your own version would look like. If it is a fit, we build it and run it. If it is not, take the free version and run it yourself.

Book a discovery call Get the free version

Mortgage Broking for Claude Code is free and open source, published by Enterprise DNA.

Done paying for Adviser CRM?

Get your version built