It has signed Christian Savings, Kōura Wealth and Kernel Wealth.
Sargon provides trustee and supervisory services in New Zealand to KiwiSaver clients and the broader funds management industry through its FMA-licensed subsidiary, Heritage Trustee Company Limited.
“We believe we can help providers of financial services, including KiwiSaver schemes, run more efficiently, and provide them with supervisory and trustee services that have been specifically developed for the modern era of oversight and supervision," said chief executive Phillip Kingston.
“With the Sargon Trustee Cloud platform, we are able to lower costs, reduce systemic risk and improve compliance outcomes, with a laser focus on building better financial products for Kiwis.”
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