What you get
Six jobs your practice already does — each with a clear screen
Scroll one story at a time. Each band pairs a large product preview with the outcomes it covers. Screens are illustrative of the live app, not stock photography.
Illustrative · Client file with policies on one record
Serve the book
Know the client without hunting across systems
Open one file and see the relationship, the cover, the entities around them, and what still needs doing.
- Clients
- Policies
- Entities
- Documents
What this covers
- One client file for people, companies and trusts
- Policies, premiums and status on the same record
- Documents attached where the work happens
- Catch duplicates before a second record is created
- Import from spreadsheet when you are ready to switch
- Help turning schedule PDFs into draft policy data
Illustrative · Earnings and remittance periods
Get paid correctly
From provider statement to what you are owed
Remittances map to the book. Splits sit on agreements. Expected versus received is a report — not a kitchen argument.
- Commission
- My earnings
- Agreements
What this covers
- Import and classify statement lines against policies and people
- See expected, received and the gap in one view
- Advisers get My earnings on their own book only
- Participation agreements hold the split on record
- VAT-aware handling shaped for South African practice
Illustrative · Compliance board on the client
Stay compliant
Evidence that grows as you advise
FICA, advice packs and checklists live on the file. Networks can require a second pair of eyes.
- ROA
- FICA
- Checklists
- Reviews
What this covers
- Record of Advice and long-term review packs built in the flow
- Compliance documents you can find on the client
- Policy checklists the practice submits
- Head office can approve — the practice does not mark its own homework
- Network-level adviser oversight when you run more than one firm
Illustrative · Renewal buckets and today’s inbox
Run the week
Renewals, signing, bookings and follow-through
See what is due before it lapses. Clients book and sign from a link. The office is not the bottleneck for simple admin.
- Renewals
- Tasks
- Signing
- Bookings
What this covers
- Renewal pipeline by overdue, 30, 60 and 90 days
- Task inbox for what needs someone now
- E-sign packs with a clear signer order
- Public booking against real availability
- Time, leave and team messaging without another tool
Illustrative · Network overview by practice
Multi-practice networks
Head office without the side spreadsheet
One view across practices: people, compliance pressure, and how commission lands for the group.
- Practices
- Compliance
- Commission
- Branding
What this covers
- Overview of practices, advisers and open compliance
- Commission received and how it splits across the network
- Participation agreements in one place
- Onboard a practice without reinventing the checklist
- White-label brand look per practice when you need it
Illustrative · Client booking link from email
Your clients
Book, reschedule, sign and renew from a link
No new password for them to forget — and no open door into the rest of the CRM.
- Booking
- Signing
- Renewals
What this covers
- Booking page driven by the adviser’s real diary rules
- Reschedule or cancel without phoning reception
- Sign documents in order from the email
- Open a renewal summary without logging into the CRM
See the parts that matter to your firm
We will open a client file, walk commission, and only dig into Co-Sec, estates or short-term if that is your world.