KoiZai

31/12/2025

27/11/2025

KoiZai Is Honoured to Be Recognised with Leadership Award in Financial Planning by Financial Planning Association of Malaysia (FPAM) at their Inaugural Financial Planning Leadership Award Ceremony 2025.

This prestigious award underscores KoiZai’s commitment to delivering an integrated, end-to-end Financial Planning and Wealth Management system that empowers and supports the Malaysian financial planning community.

“This recognition is a testament to the dedication and vision of our team,” said Donald Soo CEO/Founder of KoiZai. “We remain steadfast in our mission to innovate and provide solutions that strengthen the financial planning profession in Malaysia.”

KoiZai extends its sincere appreciation to FPAM, its committees members, and staff for their trust, collaboration and warm support. Special recognition is also given to President Alvin Tan and former FPAM CEO Linnet Lee, whose early engagement and invaluable insights provided critical guidance during the formative stages of KoiZai’s Malaysian journey.

The company also acknowledges the early trial users and financial planners for their continued trust, constructive feedback, and patience. Their commitment to clients and the industry has been instrumental in refining KoiZai’s solutions.

This award marks not only a milestone achievement but also a catalyst for KoiZai’s continued pursuit of excellence and innovation in financial planning technology.

Finally, we would like to extend our congratulations to the other winners at the event for being recognised for their contribution and dedication to the Malaysian Financial Planning, Insurance and Wealth Management industry. We are humbled by your years of to service and education to the industry.

04/11/2025

The Hong Kong Fintech Week was a great event to showcase the Koizai Solution for financial planners and advisers. I look forward to being part of the 2026 event next year.

03/11/2025

Day 1 of the Hong Kong Fintech Week completed. We meet some great people, made some new friends, complete a number of demos and discussed potential collaborations. Also, the event Samantha AI was very helpful and responsive.

03/11/2025

KoiZai is now at HK Fintech Week today and tomorrow. If you have any friends visiting then they can come by and say hi.

14/10/2025

It was a real pleasure and honour to be invited to present and demonstrate KoiZai to a group of around 30 postgraduate students at The University of Sydney Business School’s “Introduction to FinTech and Its Applications” course.

I had the opportunity to share our FinTech journey, discuss how Applied FinTech works in practice, and explore how KoiZai’s isometric financial planning and wealth management platform is applied to cross-border financial solutions — modernising compliance and leveraging the intelligent use of AI.

The students asked some fantastic, thought-provoking questions — a great sign for the future of the FinTech industry!

We’re excited to organise a trial version of KoiZai for them to explore further, and I wish them all the best in their studies and future careers as FinTech innovators and leaders.

A big thank you to the The University of Sydney Business School and Adjunct Lecturer Juraj Hric for the opportunity to contribute to such an inspiring session.

10/09/2025

KoiZai Makes Its Hong Kong Debut at the Institute of Financial Planners of Hong Kong's 25th Anniversary Annual Conference.

A huge thank you to the Institute of Financial Planners of Hong Kong for hosting such a meaningful event. We’re proud to be part of this milestone and excited for what’s ahead in Hong Kong and beyond. Congratulations to President Edwin Cheung, CEO Yeung Paris, the IFPHK Board, committees and staff past and present for reaching the 25 years milestone and I look forward to seeing the Institute future success.

A*o, we’re thrilled to announce Koizai’s official kick-off in Hong Kong and what better way to launch than by supporting the IFPHK Annual Conference, celebrating 25 years of excellence in financial planning yesterday!

At our interactive booth, attendees got a firsthand look at how Koizai is redefining financial planning with our end-to-end AdviceTech solution:

- Real-time financial modeling
- Transparent client-advisor engagement
- Seamless cloud-based planning tools
- Financial services business management solutions

We connected with financial professionals, educators, and innovators who share our vision for a smarter, more client-centric future with AI support.

27/08/2025

🎉 Congratulations to the Institute of Institute of Financial Planners of Hong Kong (IFPHK) on its remarkable 25th Anniversary! For 25 years, IFPHK has been raising the bar for professionalism in financial planning and advancing financial literacy across Hong Kong — an achievement truly worth celebrating. 👏

At Team KoiZai, we’re proud to support such an inspiring organisation and look forward to cheering on many more milestones, anniversaries, and successes ahead. 🚀✨

05/08/2025

Being part of the Cyberport Hong Kong Allumni allowed KoiZai to participate in the Malaysian Fintech Week 2025 and expand our reach while being support by the the awesome Cyberport Hong Kong team.

03/08/2025

Awesome to be part of the Cyberport Hong Kong delegation to the Malaysian Fintech week. We will join the other delegates in Kuala Lumpur and I look forward to a week of learning and meetings.

28/06/2024

The 2024 KoiZai Interns are awesome.

21/05/2024

KoiZai introduction video.