Have any questions?
We offer more than just support. Our team will help you every step of the way and make sure you are set up for success. Get a head start, scroll through our frequently asked questions.
Getting started with atWORK
- CRM: A cloud-based, digital system to manage and store data in a completely paperless environment. Prepare documents with ease, communicate at the click of a button and meet all compliance and POPIA requirements.
- Life and Investment: Innovative Financial Needs Analysis (FNA) wizard and intuitive planning tools with built-in record keeping. Integrate directly with Astute and other third-party platforms.
- Wealth: All the tools for Life and Investments, plus automatically import LISP data every month and distribute consolidated statements.
- Health and Short-term Insurance: Easy claims administration and medical needs analysis. Instantly incorporate all health insurance and short-term policies into the client’s financial plan.
Depending on which package you choose, our monthly rates start at R910 per advisor. Please click here for more info.
atWORK offers clients a 12-month contract with a 30-day notice period.
Yes. We offer a volume discount on a case-by-case basis. Get in touch if you would like to find out more.
Advisors can add an unlimited number of users to the system. Additional users pay less than main users, and we also offer competitive rates for large clients.
Yes, you can add your branding to the client portal and to all reports that you generate.
Data and Security
Our servers are located at the Xneelo Data Centre in Samrand, Midrand, and housed in a secure facility that can only be accessed by authorised personnel. The data centre has substantial backup electricity resources and multiple communication links.
We are ISO 27001 certified for information security – this is the global gold standard. We have several layers of access security and run regular database maintenance to ensure optimised responses. External consultants regularly check the security of our system and we have a fully secured process for maintaining our source code and documentation.
As a subscriber, you can export most of your data at any time.
- Client database and basic client information: This can be downloaded as an Excel spreadsheet. Go to Practice>Data Centre and deselect the last box, then follow the steps to export your database to Excel.
- Queries: These can also be exported in Excel format. Go to Practice>D-Day Queries and select the bullet point, “Show all queries for this division”. Then select the paper icon at the bottom, “Export to Excel with details”.
- Attachments, client files and e-mails uploaded as attachments: These are exported in the format in which they were uploaded.
Note that for the export of attachments and queries, a cost of R2 012.50 (incl VAT) is levied.
We cannot copy or export:
- Policy schedules
- Astute downloads
- FNAs
As a user, you can download each customer’s Financial Needs Analysis (FNA) and Astute information in PDF format using a PDF converter (CutePDF Writer, for example) and then save it to your hard drive.
Our System
There is no limit on the number of attachments you can store. atWORK can accommodate individual attachments up to 20MB.
The newest version of our software has an incredible client portal, which will revolutionise the way you work. The way that advisors meet with clients has changed forever – the client portal has been built specifically to cater to remote working and video meetings.
In addition to a secure online vault where advisors and clients can store and access files and documentation, clients can view and download up-to-the-minute graphs and breakdowns of their investment portfolio. You can also schedule and conduct a video meeting on the platform and the recording will be automatically stored on the client’s profile.
Yes. Our financial calculators (Education, Lumpsum goal, Investment, and Retirement) are great for this purpose. Get in touch and schedule a demo if you’d like to see more.
Yes. You can easily send bulk or individual SMSes and emails from within our system.
atWORK takes POPIA seriously and we have implemented stringent measures to ensure that we are compliant as a business, including redrafting all of our documentation and appointing an internal team to ensure ongoing accountability.
Customer Support & Training
We pride ourselves on our exceptional customer service and support.
- Our support desk is available via phone, email and live website chat.
- We strive to resolve all general queries within 60 minutes, and we have an FNA specialist available for personalised sessions if required
- Clients are invited to attend weekly online training sessions (free of charge) covering Customer Relationship Management (CRM), Financial Needs Analysis (FNA), and Post Retirement Cashflow.
- Training sessions are hosted by experts with decades of experience in financial planning. Both of our main trainers have been using atWORK for more than ten years.
- Our team will set you up for success by guiding advisors during onboarding and aftersales. Our consultants host personalised sessions when engaging with new clients, to understand their business and how the office runs. From there, we make suggestions for workflows and query menus that clients can load for their practice. We help clients get maximum value out of the software from the get-go.
No, our training is free and always will be. This is one of several value-added services we offer.
atWORK will continue with online training sessions for as long as Covid precautions are necessary.
Our Business
atWORK is a locally owned and a owner-managed business.
atWORK is classified as a Qualifying Small Enterprise (QSE) B-BBEE Level 2 company.
We have been offering cloud-based financial tools since 1998, before the cloud was even a thing!
In South Africa, we are one of the largest providers of software to financial advisers, with more than 8 000 users around the country.
We have more than 8 000 users across South Africa, with a 60/40 split between independent and corporate users respectively.
Add-ons and Plugins
Yes. We have partnered with QuicklySign to build e-signature functionality into all atWORK software. QuicklySign is a proudly South African company that processes more than 100 000 documents every month. For only R119 per month, you can save loads of time and go completely paperless.
atWORK was one of the first companies that integrated with Astute in 2001. We have extensive experience with the Astute offering, and our support desk is equipped to help advisors understand the different types of products from all the service providers. Clients who subscribe to Astute are able to complete Astute downloads within atWORK, and push the data into a schedule or a Financial Needs Analysis (FNA).
Yes, atWORK integrates with more than 15 LISPs. Advisors are able to send consolidated statements to their clients.
Free Trial
You will get access within one day of the demonstration. Once you have access, we encourage you to add yourself as a client and test all the functions. Use the planning tools and do your own Financial Needs Analysis (FNA), create a policy schedule and test the Customer Relationship Management (CRM) system for queries and other functionality.
14 days. Get started as soon as you can! If your schedule doesn’t allow for it, you are welcome to allocate your free trial access to your office manager or assistant.
Yes! Our sales team is on call and ready to assist. We’ll do whatever we can to help you make an informed decision that will have a positive impact on your business.
Ready to accelerate success?
Try atWORK for your team and start your free trial today.
