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.
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.
atLIFE
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.
atWEALTH
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.
atHEALTH
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.
atSURE
Short-term
Insurance Solution
Our Short-term Insurance solution makes managing your clients’ personal and commercial short-term insurance needs so much easier.
Fast and seamless integration into ASTUTE and LISP platforms
