Kiwimonster offers advisers KiwiSaver insights
A new tool will give advisers more information to help them make KiwiSaver decisions with their clients.
Wednesday, January 14th 2026, 6:00AM
Quotemonster launched Kiwimonster Research in a beta phase in late December.
It includes additional metrics on top of its previous free Kiwimonster comparison tool, including ranking funds on a five-year performance basis within their fund class, information on the management tenure of key personnel, the scheme size, funds under management growth, service levels as rated by advisers, and tools.
Funds can also be filtered according to manager type, style or domicile.
Director Russell Hutchinson said it was the KiwiSaver equivalent of what Quotemonster did for insurance advisers.
“You can think of the content in terms of Sorted-plus, it’s everything you can find on Sorted plus a bunch of other research metrics.”
He said advisers might want the research to enable them to efficiently and accurately comment on issues such as the domicile of the fund manager, the segments of investments they were exposed to or their service levels, he said.
The data would help them compare funds that could have different fees, structures and performance over time.
Hutchinson said he expected some tension with fund mangers as the tool grew. “That’s accepted as being the case when you’re doing research.”
The tool was designed for advisers, not their clients, he said. “It’s not being made available to end clients. It’s just for advisers. We focus on the third-party advisers and are geared up for them.”
He said advisers had to be able to justify their recommendations to clients and the data would help with these conversations.
Functionality and coverage would continue to be developed through the beta stage.
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