Built for how SA advisors actually work
Every feature below exists for a reason. No bloat. No fluff. Just the tools you actually use.
The view that matters, first thing every morning
Your dashboard shows exactly what you need to know the moment you log in — how many clients you have, how many new leads have come through, how many follow-ups are overdue, whose birthday it is, and who just signed a needs analysis or ROA.
No setup required. It works from day one.
Every client. Every detail. Instantly searchable.
Capture names, ID numbers, email, phone, occupation, addresses, linked companies — everything you need for a complete client record.
Import from Excel in one click. Search the whole book in under a second. Export for compliance or handover anytime.
Sent via email or WhatsApp. Signed on any phone.
Medical Aid, Gap Cover, Risk Cover, Investment, Short Term, Funeral Cover, Bond Cover, Wills & Trusts — all available as digital needs analysis forms your clients can fill in on their phone.
Every submission is signed electronically with a full audit trail — client name, IP, device, timestamp. FAIS compliant and POPIA aligned.
Every case, every stage, every time
See where every case is in the advisory process — from analysis sent, to accepted advice & quote, to signed ROA. Stage or list view, your choice!
Cases advance automatically within the pipeline stages, so you spend less time updating spreadsheets and more time advising.
Professional client reports, generated in seconds
Retirement funding, investment growth, savings goals, life annuity income, RA transfer breakeven, TFSA, discretionary income lifespan, investment fee impact — every calculator produces a polished report with charts, KPIs, and plain-English insights your clients will actually read.
Run the numbers in a meeting, save to the client's profile, or send straight to their inbox or WhatsApp.
And a lot more
The details that make day-to-day practice management painless.
Company Records
Link clients to their employers. See all employees of a company in one view. Handy when a business owner brings in their whole team.
Business Register
Track every product, every insurer, every stage. Active cases, quotes, completed business — all in one place, sortable and exportable.
Follow-up Scheduler
Set reminders for follow-ups. Never lose a lead because you forgot to call back on Thursday.
Birthday Reminders
See who has a birthday today, this week, or this month. Send a message straight from the list — email or WhatsApp.
Financial Calculators
Retirement funding, investment growth, savings goals, life annuity income, RA transfer breakeven, TFSA — all built in, ready to send to clients.
Records of Advice
Generate and store ROAs per client. Send for digital signature. Keep a full signed record for your compliance file.
Document Storage
Every signed document is saved to the client's profile automatically. No more digging through email attachments.
Email & WhatsApp Delivery
Send needs analyses and calculator reports to clients via email or WhatsApp with one click.
Mobile & Desktop
Works on any device. Log in from your phone at a client meeting, then pick up where you left off on your laptop later.
Light & Dark Mode
Because some of you work late.
POPIA Ready
Data stored securely in the cloud. Client consent captured at every stage. Export or delete client data on request.
FAIS Compliant
Signed documents, audit trails, 5-year record retention — everything an FSP inspector might ask for is already there.