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Compliance & Professional Development · New Zealand

Automate compliance.
Stay audit-ready.

Dacreed automates your regulatory obligations, professional development plans, and CPD tracking — replacing spreadsheets and email chains with real-time visibility.

SJNGMH+
★★★★★  Trusted by regulated sectors across NZ
Trusted by leading NZ financial services firms
Professional IQAstute FinancialDelta InsuranceRMA FinancialAUB GroupNZ BrokersUniMedRunacresApex AdviceProfessional IQAstute FinancialDelta InsuranceRMA FinancialAUB GroupNZ BrokersUniMedRunacresApex Advice

Why Dacreed?

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

Built for regulated sectors

Designed to support most regulated industries. Configurable for your obligations — whether FMA, MBIE, NZQA, MPI, or contractual compliance.

Fully deployed in days, not months

Most organisations are up and running within a few days. We handle onboarding and data migration for you.

Audit-ready at any time

Complete audit trails, exception reporting, and real-time dashboards. Always ready for a regulatory review.

0+
FAPs and ABs on platform
1
Platform for all obligations
Real-time
Compliance reporting
0
Spreadsheets needed

Still using spreadsheets and email chains?

If you're chasing staff for attestations, manually tracking CPD, or scrambling before audits — there's a better way.

01

Systemise your regulatory obligations

Automate staff reminders, attestations, and real-time reporting.

02

Manage professional development at scale

Schedule professional development reviews, track CPD, and bulk upload group training.

03

Replace spreadsheets & email chains

One platform for policies, registers, training, attestations, and reporting.

04

Build a culture of compliance

Exception reporting and automated nudges create accountability, fast.

Built for regulated sectors

Everything you need, nothing you don't

Powerful tools that bring learning, compliance, and development together.

Know who's 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'll 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.

See it for yourself in 15 minutes

Book a quick demo and we'll show you exactly how Dacreed makes compliance easy.

Book a Demo →

Simple, cost-effective CPD solutions

From a free individual tool to organisational options with reporting and bulk recording.

Free

CPD for Individuals

Everything you need to record and manage your personal CPD as an individual.

  • Record all training in a single portal
  • Export for compliance evidence
  • Link to training providers with free and subscription courses
Get Started Free →
Business

CPD for Business

Efficiently record, manage, and report on ongoing professional development for your team.

All individual features, plus:
  • PIQ"From the Regulator" CPD Series
  • Team CPD reporting and dashboards
  • Bulk upload group training
Request a Quote →

Real-time visibility of every obligation

Stop chasing people by email. Dacreed surfaces gaps and sends automated reminders — compliance runs itself.

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
People report
Search by user name
COMPLETEi / IN PROGRESSi / DUE SOONi / OVERDUEi
2
1
1
All Adviser All staff Compliance Manager Compliance Officer Director
4 people
NAMENEXT DUE DATETEAMS
ASAdmin Support
Adviser
LO?Lina Osorio
Due: April 25, 2026
Adviser
MC!Mia Concel
Was due: March 31, 2026
All staff
TLTim Larkin
Adviser

What compliance leads say

★★★★★

The Dacreed platform provides us with peace of mind when it comes to our compliance obligations. We've been using it now for over one year and find it incredibly easy and straightforward to use. 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.

PJ
Paula Jones
Jones Insurance
★★★★★

Using one word — Empowerment. We empower advisers to own their professional development, with full visibility of their progress.

SJ
Sarah Johnston
KAN
★★★★★

Our previous LMS was cumbersome. Dacreed changed all of that. We now have the visibility we never had.

NG
Compliance Manager
Financial Services
★★★★★

Easy to implement, saves significant time. A brilliant platform with great oversight at a glance.

MH
Melissa Hillary
Risk Compliance, RMA

Simple, transparent pricing

Dacreed prices on a SaaS model with options for every size of organisation. All licences are transferrable.

Financial Advice Providers

Professional & Essential licences for FAPs of all sizes. From $250 per user per annum.

View FAP pricing →

Intermediary & Introducers

Tiered licensing for networks from 0 to 3,500+ introducers.

View introducer pricing →

CPD & 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. $295 setup fee.

View society pricing →
See full pricing →

Ready to make compliance
easy?

Join New Zealand's leading financial services organisations already using Dacreed.

Book a Demo →Talk to the team