Case Study: Milford Asset Management achieves 75% faster document production and 4x productivity with ActiveDocs

Increased business resilience, 4x gain in productivity

Milford Asset Management, a New Zealand investment firm managing over $12 billion, faced a manual onboarding process that took around seven hours to produce each client investment plan. To streamline documentation and improve resilience, Milford implemented ActiveDocs’ document automation solution (including template design and Snippet capabilities) to generate investment plans directly from their CRM and web portal workflow.

ActiveDocs’ implementation reduced documentation time by 75% (from ~7 hours to ~1.75 hours), locked standard wording to lower review effort, and let advisers focus on client advice. Since go‑live Milford has more than doubled monthly plan output (previously ~40 plans produced by 18 people), increased scalability without extra hires, and validated the purchase through a Proof of Concept—delivering clear ROI and simpler change management for regulated disclosures.

Milford Asset Management

Tim Samuels

Senior Manager