Fivespark is the world's first AI-native CRM for financial advisers, built by advisers, for advisers, in New Zealand. Meet Ada, your built-in AI assistant: she creates leads, does fact finding for you, preps meetings, drafts follow-ups and builds dashboards and a lot more from a simple chat. Plus in-built AI meeting summaries that auto-populate applications, fact finds, e-signatures, bank connections, UMI calculators, a client portal, email campaigns and a shared AI inbox where you can collaborate with your colleagues, all in one place. SOC 2 and GDPR compliant, hosted in New Zealand, and your data is never used to train AI.
Pricing information for Fivespark is supplied by the software provider or retrieved from publicly
accessible pricing materials. Final cost negotiations to purchase Fivespark must be conducted with the
seller.
Pricing information was last updated on November 07, 2026
