Transform client advisor journeys.
Advisory practices agree that ‘digital disruption’ is a key driver of change in their strategic agendas, whether implementing paperless operations, giving compliance teams improved oversight, or accelerating virtual client acquisition.
Let’s redefine ‘possible’
Using Zoho, we redefine what is ‘possible’ and take wealth management to the next level with bespoke features and capabilities created specifically for your practice and the industry. Our solutions integrate the tools and information your practice need to build client relationships, scale sustainably and achieve performance excellence.
The success of our clients is at the core of everything we do. We bring them into conversations about product developments, act on their behalf with integration partners and advise on opportunities for improvement.
Practice data is centralised in a secure environment, which is GDPR and POPI compliant. We provide the integration tools and connectivity that you need to excel across your practice, helping you to efficiently deliver the best client experience.
Create memorable client experiences in moments that matter.
Scalable solutions
Our solutions scale effortlessly and integrates the software you need to enhance client relationships and performance. Fast-track your digital footprint with scalable technology built around your practice.
Adopt software tools that allow you to personalise client engagements, whilst reducing compliance and administration overheads, without compromising quality.
Purpose built
Our solutions are built on Zoho and driven by our deep understanding of the wealth industry. The objective is to provide one platform for your entire practice with customised functionality, built for your unique purposes.
This approach addresses your practice’s requirements, provides custom views, removes unnecessary noise and displays information, tasks and reports, relevant to you.
Scale practices efficiently using automation.
Process automation
Process automation saves valuable time and reduces time spent collating client information, responding to feedback and managing potential leads.
Automation tools will help you focus more time on value adding activities and less time on manually managing processes and information.
Digital signing
Signing documents has never been easier. Our solutions enable you to automatically attach, send and track digitally signed documents. It can even be integrated in digital process flows, eliminating long turnaround times associated with the traditional signing of documents.
And when it comes to managing documents, reduce the burden of paper based filing systems and manage all documents in one convenient digital space, accessible from any device.
Document management
Locate documents easily, with the file name, keywords, location, or file type. Arrange documents in folders and access documents remotely from your laptop or handheld device.
Having all documents in one place reduce the burden of separate filing systems and assist businesses to gain access to documents in one convenient cloud database.
We work on projects we believe in, with clients who believe in us.
Scalable solutions
Our solutions scale effortlessly and integrates the software you need to enhance client relationships and performance. Fast-track your digital footprint with scalable technology built around your practice.
Adopt software tools that allow you to personalise client engagements, whilst reducing compliance and administration overheads, without compromising quality.
Purpose built
Our solutions are built on Zoho and driven by our deep understanding of the wealth industry. The objective is to provide one platform for your entire practice with customised functionality, built for your unique purposes.
This approach addresses your practice’s requirements, provides custom views, removes unnecessary noise and displays information, tasks and reports, relevant to you.
Process automation
Process automation saves valuable time and reduces time spent collating client information, responding to feedback and managing potential leads.
Automation tools will help you focus more time on value adding activities and less time on manually managing processes and information.
Digital signing
Signing documents has never been easier. Our solutions enable you to automatically attach, send and track digitally signed documents. It can even be integrated in digital process flows, eliminating long turnaround times associated with the traditional signing of documents.
And when it comes to managing documents, reduce the burden of paper based filing systems and manage all documents in one convenient digital space, accessible from any device.
Document management
Locate documents easily, with the file name, keywords, location, or file type. Arrange documents in folders and access documents remotely from your laptop or handheld device.
Having all documents in one place reduce the burden of separate filing systems and assist businesses to gain access to documents in one convenient cloud database.
We are passionate about getting it right.
Let us be your trusted digital partner.
Consulting
All consulting and development are done by our own consulting team. We implement your platform, configure and maintain it, and enhance it with customised solutions for your practice.
Innovation
We build features that solve clients’ challenges. Our innovation is client driven and therefore we listen to the feedback and needs of our clients.
Value
Our clients experience us as a trusted advisor who wants to understand their unique goals and challenges, and who wants to find ways to continually deliver exceptional value.