Customisable solutions that adapt to corporate requirements
Because our software is built using the latest open systems architecture, we can customise it to suit your requirements. Need to link up with your existing sales software? No problem. Want to white-label your own branded solution? Our pleasure.
The many benefits of partnering with atWORK include:
Boosted sales
Guarantee the same standard of advice across the country and make the transition to advice-led sales. Manage sales processes for different segments, like Wealth, Retail, emerging markets and more.
Seamless practice administration
Manage products and portfolios, including house views and vertical integration. Take the hassle out of compliance, document management, supervision and sign-off.
Future-proof your business
Transition to virtual client servicing and engagement via our state-of-the-art engagement hub. Leverage data analytics to better understand advisor activity, client data and products. Easily run micro and macro campaigns.
Custom solutions
Easily transfer client data and rapidly deploy new services through our API-friendly open systems architecture. Integrate atWORK with existing back-office infrastructure such as document storage, leads, commissions and products.
