Integrated solutions to run your practice.
We provide the scalable solutions you need to run your entire practice and transform the way you work.
Whether you want to build client relationships, strengthen client and team collaboration, improve overall process efficiency or increase profitability, we can assist with it all.
One integrated solution
Built on Zoho, we take wealth management to a new level, with features and capabilities created specifically for the industry. It brings together the tools and information needed to build client relationships, scale sustainably and achieve best performance. Practice data is centralised in a secure environment, which is GDPR and POPI compliant and we provide you with the tools, integration and connectivity that you need to excel across your practice, helping you to deliver the best client experience.
We provide support for the following Zoho Applications: CRM, Sign, WorkDrive, Forms, Writer, Campaigns, Analytics and Survey.
Reduce the slump of manual processes.
CRM
Integrate client information across your practice. Connect all aspects of client relationships to provide 360 visibility of every client, advisor, and product provider. In turn highlight revenue opportunities and other insights to grow your practice.
Analytics
By integrating internal and external data, using a secure shared environment with fine-grained permissions, you can analyse your data using stunning data visualisations, drive meaningful discussions and discover insights that will help you grow your business.
Reporting
Record and connect client data across your practice and create valuable insights to optimise processes and grow your practice. Our standard, custom and export reporting tools offer everything you need to report on and track data in real-time.
Online Forms
Embed online forms on your website to engage with website visitors. Online forms can be used to reach wide or targeted audiences, and allow the inclusion of attachments. Conditional alerts can be initiated via e-mail when information is submitted to keep stakeholders informed.
Compliance
Track every e-mail, document, meeting, and note to ensure comprehensive client records in one secure location. Users can mark fields containing personal data and also mark sensitive fields, such as identity numbers, for encryption.
Any Device
Access client details, complete tasks, start processes and more with our rich mobile application. Mobile access keeps you connected to your client data, even when you don’t have access to a computer or a tablet.
Workflows
Workflows are automated processes or actions that are executed when specified conditions are met. Workflows automate the process of sending e-mail notifications, assigning tasks, executing functions and processes.
Web
Benefit from responsive websites, optimised to increase client engagements. Online forms enable the website to automatically add recorded information to client databases, e-mail marketing lists, or support help desks.
Use workflows for client onboarding, annual client reviews and more.
Where to start?
Start with one process that will deliver early business benefit, working towards the ultimate goal to streamline the way business is done and customers are served.
Enjoy the immediate benefit of value-adding functionality such as e-mail integration, analytics, process automation, auto updating of fields, and so much more.
Let’s connect! Scan our QR code to your mobile device or click on the QR code to access our details.