In a world where technology became an essential part of any business and our daily lives, the efficiency of a Financial Planner Practice depends heavily on computer systems for its day-to-day management and operations. Managing and operating a Financial Planning practice evolves around personal relationships and can be complex.  The adviser must constantly be in contact with his clients and be on top of his clients’ circumstances and needs. 

To become a household name in the lives of clients, the adviser needs systems in place to assist him in the execution of tasks and processes in his practice. We currently offer training in atWORK, one of the popular and well-known financial planning systems in South Africa.  As stated on their website: “atWORK is a cloud-based solution for the financial services industry focusing on CRM solutions, Practice Management, Compliance Management, and Financial Planning Tools”. We are in the process of exploring other systems to add to our offering.