The engine room
of your practice solution
atWORK’s ISO27001-certified Customer Relationship Management (CRM) system enables you to seamlessly manage and store client data in a completely paperless environment – all you need is an Internet connection. Work where you want to, when you want to.
Switch between views
Administer the application process from individual and organisational points of view.
Instant client communication
Send bulk or individual SMS and emails – from birthday wishes to tax reminders.
Email integration saves time
Review monthly activities and investigate the time spent on different tasks.
Go paperless
Get built-in e-signature software for a nominal monthly fee. Never print a document again.
Save money with customised reports
Review monthly activities and investigate the time spent on different tasks.
Prepare documents with ease
Instantly populate document templates using client data already captured.
Securely store documents
Attach any number of electronic documents to your clients’ profiles.
Revolutionize your workflow
Keep on top of daily tasks and client queries with atWORK’s innovative, industry-specific task wizard. You can even customise your own workflows.
Each client is given a unique profile.
All of their info and documents are stored in one place – everything from certified copies of investment documents to the date of their wedding anniversary. Clients also have access to their own industry leading interactive platform, where they can track their financial progress, share documents securely, and schedule video meetings with their advisor that are hosted on-site, recorded and stored securely. This is a game changer that will save you time and money and ensure a consistent record of advice.
Because atWORK uses the latest open systems architecture, you can also customise your package with third-party software from around the world via API technology.
atLIFE
Life and
Investment planning
Our Life & Investment solution seamlessly imports client data directly from Astute (account required) without you having to leave your atWORK screen. (You can also capture data manually if you prefer). All records are automatically stored, so you won’t ever have to re-download data again.
Innovative FNA Wizard
Generate customer-friendly reports that clients will appreciate and understand. Create password-protected downloads that meet all POPIA requirements.
Intuitive Planning Tools With Built-In Record Keeping
Powerful financial calculators for Education and Investment. Risk & Retirement tool – perfect for Estate and Post-Retirement Planning & Retirement Cashflow Planning, Business Needs Analysis.
Risk Profiling Made Easy
We’ll help you manage your clients’ investments according to their risk profiles. Set up bespoke profiles and underlying investment strategies, or use our carefully designed default templates.
atWEALTH
Assets Under
Management Solutions (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.
Access to the only platform in South Africa that integrates data from all major wealth platforms, including:
Allan Gray | Coronation | Discovery | Glacier (local + international) | Ninety One | Liberty (GateWay, Evolve, Agile) | Marriott | Momentum Wealth (Local) | Old Mutual (OM Unit Trusts, Fairbairn Capital, OM Wealth, Investment Frontiers, Max Investments, Acsis) | Old Mutual International | Prescient | M&G Investments | Skybound | Stanlib | Sygnia
View All Data In One Dashboard
Get a consolodated view of all your assets under management, top funds and your top clients from one single dashboard.
Personalised Investment Tools And Reporting
Save time with powerful Risk Analysis Tools for more efficient and accurate investment planning. Make your life easier and generate custom personalised investment reports for clients with a click of a button.
Access To Major Wealth Platforms
Get access to one of the platforms in South Africa that integrates data from all major wealth platforms.
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. Gap cover info and loyalty programme details are also included, and late joining fees are calculated. This combines to give you an invaluable, at-a-glance overview of each client’s health cover.
Switch Between Views
Administer the application process from individual and organisational points of view.
Claims Administration
Set up and manage claims administration for individuals and/or organisations.
Application Wizard
Keep tabs on where each client is in the application process, and send a welcome pack at the click of a button.
Medical Needs Analysis
Clients simply answer questions about their situation, requirements and budget, and the wizard suggests medical aid options. This is great for compliance.
atSURE
Insurance
made simple
Manage your clients’ personal and commercial short-term insurance needs with our Short-term Insurance solution. When used in conjunction with atWORK’s core CRM tools, it allows you to keep tabs on a client’s household, vehicle, and other policies, and instantly incorporate them into the client’s holistic financial plan – a great way to improve customer service and strengthen client relationships.
Bird’s Eye View
Get a handy, at-a-glance overview of each client’s short-term insurance policies. Print or email a mini schedule for clients’ records and/or review.
Claims Administration
Easily load and track your clients’ insurance claims with a digital paper-trail to record every step of the process.
Extra Info
Choose to include important details about each client’s assets, such as vehicles, house and other valuables like boat, bicycles, caravan, jewellery etc.
Quicklysign:
Sign Documents In a Breeze
Our 100% compliant e-Signature plugin will take all the hassle out of getting documents signed.
