Manage Your Clients
All your clients and companies in one place
Update any detail with a single click
Track every deal from lead to completion
Never miss a follow-up or birthday again
See every product your client holds
Import your existing client list in seconds
Find any client instantly with smart search
Stay FAIS Compliant
Over 20 digital Needs Analysis forms
Record of Advice with client e-signatures
Store documents securely per client
Complete audit trail kept for 5+ years
Automatic risk profiling on every analysis
POPIA-ready — your data stays yours
20+ Built-In Calculators
Savings goals & investment projections
TFSA & Retirement Annuity planning
Living annuity income drawdown
SA Income Tax & estate cost estimates
Debt repayment strategies
Save any calculation to a client's file
Reach Clients Faster
Email or WhatsApp forms to clients
Capture leads from your website automatically
Drop a contact form onto any web page
Get notified the moment a form is completed
Send professional emails from your own domain
Bank-Grade Security
Two-factor login on every account
Your data is completely separate from other advisors
All documents encrypted at rest
Auto sign-out after 30 minutes of inactivity
Daily backups — your data is always safe
Every action logged and tamper-proof
Built for Your Practice
Live dashboard showing your key numbers
Works on desktop, tablet & mobile
Dark mode for late-night admin
Add team members with admin controls
Guided setup for new advisors
Proudly South African — built & hosted locally