Select you price plan
Independent Financial Advisor
monthly
R 795.00
Our full suite of products to cater for all your needs
This plan is perfect for an Independent Financial Advisor to service all your clients
Full CRM Tool, with client data management and document storage
Client Portal mobile app for all of your clients
Comprehensive Financial Needs Analysis
Free assistant user included
Financial Services Agencies
monthly per advisor
R 745.00
Our full suite of products to cater for all your needs
This plan is perfect for a small Brokerage and allows Financial Advisors to work together on servicing their clients
Full CRM Tool, with client data management and document storage
Client Portal mobile app for all of your clients
Comprehensive and simple Financial Needs Analysis
Free assistant user included for ever Financial Advisor user
Larger Agencies
monthly per advisor
Enquire
Our full suite of products to cater for all your needs
This plan is catered to larger agencies with a high number of users and pricing will be adjusted based on the circumstances
Full CRM Tool, with client data management and document storage
Client Portal mobile app for all of your clients
Comprehensive and simple Financial Needs Analysis
Free assistant user included for ever Financial Advisor user
