Do you know your
compliance obligations?
Tell us what kind of organisation you run and we will show you exactly what applies, and how Dacreed keeps you on top of it automatically.
Obligations finder
Find out what applies to you in under a minute
Still using spreadsheets and email chains?
If you are chasing staff for attestations, manually tracking CPD, or scrambling before an audit, there is a better way. Switching takes days, not months.
See it in actionSystemise your regulatory obligations
Automate staff reminders, attestations and real-time reporting.
Manage professional development at scale
Schedule development reviews, track CPD and bulk upload group training.
Replace spreadsheets and email chains
One platform for policies, registers, training, attestations and reporting.
Build a culture of compliance
Exception reporting and automated nudges create accountability, fast.
Everything you need, nothing you don't
One platform for obligations, CPD, attestations and reporting, built for the way regulated New Zealand organisations actually work.
Know who is compliant, instantly
See your entire organisation’s compliance status at a glance. Surface gaps the moment they appear, not months later.
Never chase CPD records again
Automated hour tracking, bulk uploads for group training, and forecast reporting so you know who will hit their targets.
Access quality CPD content
Ready-made courses from Professional IQ and trusted partners. Free and premium options, all recorded automatically.
Stay ahead of FMA requirements
Policies, attestations, registers and evidence, automated with reminders so nothing falls through the cracks.
See exactly who needs what
Assign training, track individual progress and manage PDPs. Exception reporting shows you only what needs attention.
Use your own content or ours
Upload your policies, build assessments, or use our templates. Add partner courses alongside your own, all in one platform.
Built for regulated sectors
Whether you licence advisers, run a member network or deliver training, Dacreed fits the obligations you actually carry.
Financial Services
FAPs, institutions, lenders and insurers, from 1 to 250+ people.
Explore →Incorporated Societies
New Act obligations, governance and member compliance in one place.
Explore →Education
Compliance and training management for PTEs and course providers.
Learn more →Franchise Groups
Templated compliance and consistency across every franchisee.
Explore →See it for yourself in 15 minutes
Book a quick demo and we will show you exactly how Dacreed makes compliance easy.
Simple, cost-effective CPD solutions
From a free tool for individuals to organisational plans with reporting and bulk recording.
CPD for individuals
Everything you need to record and manage your own professional development.
- Record all training in a single portal
- Export your evidence for compliance
- Link to providers offering free and subscription courses
CPD for business
Record, manage and report on ongoing professional development across your team.
- Professional IQ “From the Regulator” CPD series
- Team CPD reporting and dashboards
- Bulk upload for group training
What compliance leads say
The Dacreed platform provides us with peace of mind when it comes to our compliance obligations. We have been using it for over a year and find it incredibly easy and straightforward. The platform prompts us to have the necessary compliance conversations within the team that could otherwise have been avoided. The customer service has been amazing, and we thoroughly recommend Dacreed to any FAP that is looking at it.
Using one word, empowerment. We empower advisers to own their professional development, with full visibility of their progress.
Our previous LMS was cumbersome. Dacreed changed all of that. We now have the visibility we never had.
Easy to implement and it saves significant time. A brilliant platform with great oversight at a glance.
Simple, transparent pricing
Dacreed prices on a SaaS model with options for every size of organisation. All licences are transferrable.
Financial Advice Providers
Professional and Essential licences for FAPs of all sizes. From $250 per user per annum.
View FAP pricing →Intermediaries and introducers
Tiered licensing for networks from 0 to 3,500+ introducers.
View introducer pricing →CPD and professional development
Free for individuals. Business plans from $50 per user per annum.
View CPD pricing →Incorporated societies
From $795 per annum for 10 users, plus a $295 setup fee.
View society pricing →Ready to make compliance
easy?
Join the New Zealand organisations already using Dacreed to stay on top of every obligation they carry.