User-friendly bundles for every practice

Our Solutions page explains how you can add specialist Life, Health, Wealth and Short-term insurance features to the main atWORK CRM system to build a custom software solution that meets your practice needs.

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Pricing Plans
to make your life even easier

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atWORK CORE

FROM

R 575/MO

FROM R 455 per additional user

Get Started
atWORK SILVER

FROM

R 910/MO

FROM R 455 per additional user

Try Silver
atWORK GOLD

FROM

R 1 176/MO

FROM R 588 per additional user

Get Gold
atWORK WEALTH

MINIMUM OF

R 1 045/MO

(SUBJECT TO QUOTATION BASED ON Assets Under Management (AUM))
Start-up Fee (once off): R 1 750

Try Wealth
atWORK CRM
FOUNDATION CRM SYSTEM
atWORK CRM +1
ADD 1 COMPONENT:
Life | Health | Short-term Insurance
atWORK CRM +3
INCLUDES ALL 3 COMPONENTS:
Life | Health | Short-term Insurance
SPECIALISED WEALTH SOLUTION
IN ADDITION TO CRM PACKAGES
(CRM PACKAGES BILLED SEPARATELY)
atWORK CRM
FOUNDATION CRM SYSTEM
atWORK CRM +1
ADD 1 COMPONENT:

Life | Health | Short-term Insurance
atWORK CRM +3
INCLUDES ALL 3 COMPONENTS:
Life | Health | Short-term Insurance
SPECIALISED WEALTH SOLUTION
IN ADDITION TO CRM PACKAGES
(CRM PACKAGES BILLED SEPARATELY)

Includes Customer Relationship Management Platform (CRM)

Includes Customer Relationship Management Platform (CRM)

Includes Customer Relationship Management Platform (CRM)

Includes Customer Relationship Management Platform (CRM)

Includes Outlook Integration (atLook)

Includes Outlook Integration (atLook)

Includes Outlook Integration (atLook)

Includes Outlook Integration (atLook)

Support & Training

Support & Training

Support & Training

Support & Training

Access to atHOME

Access to atHOME

Access to atHOME

Access to atHOME

Astute Integration

Astute Integration

Astute Integration

Prerequisite: – Existing atWork access must be active

Single access to ten Wealth Platforms

Easy personalized email distribution, where you can include an atWEALTH Statement/Summary of Chart Statement

Reporting and single view of Assets under management, Fund Selection and Transactions conducted

Option to create personalized Risk analysis

Hassle free manual input

Includes all benefits dependent on selected
license

atWORK CORE

FROM

R 575/MO

FROM R 455 per additional user

Get Started

*Try 14 days for FREE

atWORK SILVER

FROM

R 910/MO

FROM R 455 per additional user

Try Silver

*Try 14 days for FREE

atWORK GOLD

FROM

R 1 176/MO

FROM R 588 per additional user

Get Gold

*Try 14 days for FREE

atWORK WEALTH

MINIMUM OF

R 1 045/MO

(SUBJECT TO QUOTATION BASED ON Assets Under Management (AUM))
Start-up Fee (once off): R 1 750

Try Wealth

*Try 14 days for FREE

** Fees are subject to change without any prior notice. Terms & Conditions apply.
All packages include bulk email, SMS options and reporting through our Data Centre (SMS subject to prepaid bundles available for
purchase at our call centre)

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