Improve efficiencies within your practice with our leading cloud-based CRM, practice management, and financial planning software
Lead the way with our All-New Client Zone, a secure, 24/7 access, self-service client portal
Whether you work in Life, Wealth, Health, or Short-term Insurance, we’ve got a solution for you. Choose only the features you want, to build the perfect system for your practice. Save time, spend less, build trust, and improve efficiency.
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
atLIFE
Innovative Financial Needs Analysis (FNA) wizard, intuitive life and investment planning tools with built-in record keeping. Integrate directly with Astute and other third-party platforms
atSURE
Insurance made simple. Manage your clients’ personal and commercial short-term insurance needs with atSURE
atHEALTH
All-in-one Health solution. From medical needs analysis to claims administration
atWEALTH
View and manage all assets under management across your entire practice, access to major investment platforms, and personalised consolidated reporting
What to expect with your Free Trial
Dedicated Account manager
Our sales team is on call and ready to assist with the initial requirement analysis, setup, and support. We’ll do whatever we can to help you make an informed decision that will have a positive impact on your business.
Step 1 – Demo
Once your request for a demo or free trial has been received, you’ll receive an introductory phone call from one of our sales consultants and be invited to attend a quick demonstration on atWORK.
Step 2 – Access
Within 24 hours of your demonstration, you’ll receive access to your 14-day free trial on atWORK.
Step 3 – See atWORK in action
Once you have access, we encourage you to add yourself as a client and test all the functions. Our team is on call to help you integrate atWORK with your existing workflows and practices.
Step 4 – It’s a match
Congratulations! You’ve decided to sign up for atWORK. You’ll be loaded on the system as a client once the paperwork has been finalised. You’ll be invited to attend weekly online training sessions, and have access to a library of videos to help you get started on our software.
What to expect with your Free Trial
Dedicated Account manager
Our sales team is on call and ready to assist with the initial requirement analysis, setup, and support. We’ll do whatever we can to help you make an informed decision that will have a positive impact on your business.
Step 1 – Demo
Once your request for a demo or free trial has been received, you’ll receive an introductory phone call from one of our sales consultants and be invited to attend a quick demonstration on atWORK.
Step 2 – Access
Within 24 hours of your demonstration, you’ll receive access to your 14-day free trial on atWORK.
Step 3 – See atWORK in action
Once you have access, we encourage you to add yourself as a client and test all the functions. Our team is on call to help you integrate atWORK with your existing workflows and practices.
Step 4 – It’s a match
Congratulations! You’ve decided to sign up for atWORK. You’ll be loaded on the system as a client once the paperwork has been finalised. You’ll be invited to attend weekly online training sessions, and have access to a library of videos to help you get started on our software.
