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Stop chasing compliance.
Start managing it.

Built specifically for NZ financial services — FAPs, institutions, lenders, insurers, and adviser networks. Automate FMA obligations, track CPD, and be audit-ready at all times.

Sound familiar?

Using emails and spreadsheets to manage compliance across your team

Spending hours chasing staff for attestations and training records

Worried about being caught off guard by an FMA monitoring visit

No clear process for handovers when staff leave or change roles

If you answered yes to any of these, Dacreed can help.

What we can do for your organisation

With thousands of users in the industry, Dacreed works with large institutions, lenders, insurers, funds, associations, aggregators and FAPs from 1 to 250+ financial advisers.

FAPs

1 to 250+ advisers

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Financial Institutions

Insurance & Lenders

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Individual Advisers

Free CPD recording

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Aggregators & Associations

Network & member compliance

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Introducers & Intermediaries

Compliance training & reporting

Learn more →

A platform, not a compliance consultant

Dacreed is not a compliance consultant. It does not upsell services. Dacreed has built a platform for you that means compliance runs itself.

Systemise your FMA Compliance obligations by automating how you interact with staff and third parties with reminders and real-time reporting:

  • Policy adherence and reviews
  • Product training
  • Registers (fully customisable)
  • Professional Development Plans & CPD
  • Compliance Calendar
Compliance Overview
Adviser Demo
Overdue rate as at April 20, 2026 i
25%
are overdue
Search by course name
ONBOARDINGi / COMPLIANTi / OVERDUEi
A Advice Policy
2
2
C Client Servicing Policy
1
2
C Cyber Threat Test Scenario – Data Breach
1
F Financial Management Policy
1
O OA – All Staff – Six Monthly
1
2

Ready to simplify compliance?

Join New Zealand's leading financial services organisations already using Dacreed to manage their FMA obligations.

Book a Demo → Talk to the team