LET’S GET
ON BOARD
LET’S GET
ON BOARD

We are on a journey to change the way investments are done.

Our new investment platform is simple, transparent and easy-to-use with seamless client onboarding and straight-through processing which packages, distributes and administers a wide range of investment portfolios.

As a wealth manager, investing via a single platform acting as an administration service for your clients’ investments simplifies your business processes.

Simple, elegant technology

What does being digitally-enabled with straight-through processing that’s paperless mean for your business? More time actually providing advice and growing your practice, of course.

Collaborative engagement

We want to work with you to solve real problems so you can level up your ability to service your clients. If you want to be part of the solution, get in touch and tell us what you think.

Adviser-centric service promise

We built this platform with you, the adviser, at the centre of our universe to take away as much of your pain as possible.

South Africa’s first truly Purpose Built. Adviser Inspired. investment platform.

DIGITALLY ENABLED, PAPERLESS PROCESSING

Straight-through processing, client on-boarding, FICA, secure web transactional reporting and digital consent.

WORLD-CLASS REPORTING AND TRANSACTION ENGINE

Web-based transaction, real-time client reports customised with adviser commentary.

CLIENT ENGAGEMENT INSIGHTS

Online dashboard for valuations, documents, advice and transaction tracking.

BEST OF BREED TECH PARTNERS

Morningstar list, fund comparison and screener, portfolio comparison and fact sheets.

REAL-TIME ONLINE BUSINESS SERVICE

Adviser-inspired service level agreements underpin our service promise.

LEADING ONLINE MODEL PORTFOLIO MANAGEMENT

Appropriately licensed managers with discretionary mandates are able to build world-class portfolios for their clients.

SIMPLE, SMART AND SCALABLE PRODUCT DESIGN

A full suite of platform-ready retail product wrappers, including a product cash account.

RDR-COMPLIANT FUND ARCHITECTURE

Clean-priced funds, Morningstar-guided fund list, and robust Reg 28 compliance.

DIGITALLY ENABLED, PAPERLESS PROCESSING

Straight-through processing, client on-boarding, FICA, secure web transactional reporting and digital consent.

WORLD-CLASS REPORTING AND TRANSACTION ENGINE

Web-based transaction, real-time client reports customised with adviser commentary.

CLIENT ENGAGEMENT INSIGHTS

Online dashboard for valuations, documents, advice and transaction tracking.

BEST OF BREED TECH PARTNERS

Morningstar list, fund comparison and screener, portfolio comparison and fact sheets.

REAL-TIME ONLINE BUSINESS SERVICE

Adviser-inspired service level agreements underpin our service promise.

LEADING ONLINE MODEL PORTFOLIO MANAGEMENT

Appropriately licensed managers with discretionary mandates are able to build world-class portfolios for their clients.

SIMPLE, SMART AND SCALABLE PRODUCT DESIGN

A full suite of platform-ready retail product wrappers, including a product cash account.

RDR-COMPLIANT FUND ARCHITECTURE

Clean-priced funds, Morningstar-guided fund list, and robust Reg 28 compliance.

Technology
excites us.

Service
inspires us.

Making a difference
to your business
drives us.