Accelerate the success of your business, today

Cloud-based CRM, Practice Management, and Financial
Planning tools for the financial advisory industry.

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Why at atWORK?

All digital, all the time.

Spend less time on tasks and more time connecting with your clients.

Future proof

Take your business to the next level with cloud-based technology that improves workflow and grows profits.

Smart and secure

Effortlessly integrate with third-party platforms. All data is protected to the highest international standard.

Make it your own

Packages and tools to suit any business, large or small. Backed up by free of charge CPD-accredited training and unrivalled customer service. It’s a competitive advantage that we offer for free.

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Flexible solutions for financial planning professionals

Customisable CRM packages and specialised tools for all facets of financial planning to scale your practice and accelerate success.

atWORK CRM System

Your All-in-One
CRM Solutions

atWORK’s ISO27001-certified Customer Relationship Management (CRM) system enables you to seamlessly manage and store client data in a completely paperless environment.


Life and Investment
Planning Solution

Our Life & Investment solution seamlessly imports client data directly from Astute (account required) without you having to leave your atWORK screen.


Assets Under
Management Solution (AUM)

View and manage all assets under management across your entire practice. atWORK’s industry-leading Wealth solution automatically collects and imports LISP data every month, making it easy to distribute consolidated statements that your clients will love.


Your All-in-One
Health Solution

Specialist health brokers love our all-in-one Health solution. All medical aid service providers’ scheme rates are automatically populated – and updated each time there is an increase.


Insurance Solution

Our Short-term Insurance solution makes managing your clients’ personal and commercial short-term insurance needs so much easier.

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Fast and seamless integration into ASTUTE and LISP platforms

Link directly with Astute and LISP platforms for instant access to real-time customer data and products from all major service providers. Then incorporate all that data into client-friendly reports at the click of a button.

All in one place, right now.

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“When I think about working with the team from atWORK, I get a jump in my step and am reminded of a quote by John C Maxwell, “Teamwork makes the dream work”. Thank you for going the extra mile and striving to serve your clients with such diligence.”

23 years experience and counting with more than 5 000+ users

atWORK has been at the forefront of innovation since 1998, continuously fine-tuning our software and offering smart, cost-effective solutions for businesses that share our vision of accelerating success.

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Ready to accelerate success?

Try atWORK for your team and start your 14-day free trial today.

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