Built for how SA advisors
actually work
The tools you actually use, every day. Headline features in detail below - and everything else at a glance.
The view that matters, first thing every morning
Total clients, new leads, overdue follow-ups, alerts for needs analyses ready to review and signed Records of Advice, plus a live pipeline overview - the moment you log in. No setup. It works from day one.
Every client. Every detail. Instantly searchable.
Complete client records - contact details, SA ID with auto-age, occupation and lead source - with tabs for products, needs analyses, ROAs, FICA, saved calculations, notes, tasks and documents. Import from Excel in one click; search the whole book in under a second.
Every case, every stage,
every time
Five stages from Analysis Sent to Completed, in Kanban or list view. Cases advance automatically as clients sign - so you update fewer spreadsheets and spend more time advising.
Compare medical aid plans. Side by side.
Pull up any client and pick up to four plans from South Africa's major medical schemes, then generate a side-by-side comparison instantly.
Add a spouse, adult dependant or child in one click. Set each member's Late-Joiner Penalty band and the premiums update instantly - main member and every dependant priced separately. Save to the client's record and send.
| MONTHLY CONTRIBUTION | ||||
| BENEFIT | MEDIHELP MedVital Elect | DISCOVERY Essential Smart | BESTMED Beat 1 | MOMENTUM Custom |
|---|---|---|---|---|
| Main member · 36 | R2,412 | R2,161 | R2,523 | R2,585 |
| Spouse · 32 | R1,752 | R2,161 | R1,959 | R1,956 |
| Total monthly premium | R4,164 | R4,322 | R4,482 | R4,541 |
| HOSPITAL COVER | ||||
| Hospital network | Elect Network | Smart Network | Any hospital | Associated |
| Overall hospital cover | Unlimited | Unlimited | Unlimited | Unlimited |
Every gap cover provider. One quote tool.
Compare gap cover from every major provider in one side-by-side view.
Pick a provider, plan and cover type - single or family, by age band - add up to four to compare, then save to the client's record and send. No switching tabs or hunting through brochures.
| BENEFIT | STRATUM Elite500 | TURNBERRY Optimal | AMBLEDOWN Omega | ZESTLIFE Universal |
|---|---|---|---|---|
| Monthly premium | R489 | R430 | R515 | R398 |
| COVER | ||||
| Gap cover (tariff) | 500% | 500% | 600% | 500% |
| Cover type | Family | Family | Family | Family |
| Casualty cover | R25,000 | R20,000 | R30,000 | R15,000 |
| Oncology co-payment | Covered | Covered | Covered | Covered |
Send any document for legally binding e-signature
A full digital signing platform inside your CRM. Upload any PDF, place signature, initial, date, name, text and checkbox fields, then send. Recipients verify by SMS OTP before signing.
Every signature is captured in a tamper-evident audit chain, ECT Act and FAIS aligned, and the signed PDF lands on the client's profile automatically.
The proof: a Certificate of Completion on every signature
SHA-256 sealed, with a full cryptographically chained audit trail - signer identity, SMS OTP verification, device, IP and timestamps.
Professional client reports, generated in seconds
Over twenty calculators across Investments, Retirement, Tax & Estate, Risk & Medical Aid and Budgeting & Debt. Each produces a polished report with charts and plain-English insights - run the numbers in a meeting, save to the profile, or send straight to the client.
And a lot more
The rest of the toolkit that makes day-to-day practice management painless.