All client monies and assets are held securely by Pershing (Channel Islands) Limited, a subsidiary of The Bank of New York Mellon Corporation. Pershing is a global provider of banking and custodian services. These assets and monies are reconciled to individual client holdings each working day.
Getting into the detail
Our investment platform is simple, transparent and easy-to-use with seamless client onboarding and straight-through processing
Watch our videos to see how to make the most of our Investment Platform.
Getting new clients set up efficiently is key to building strong relationships from the start. In the New Business section, you'll find short, practical videos to help you load a new client, generate a quick quote, convert that quote into business, and activate their online account. Whether you're onboarding a first-time investor or adding to your book, these guides are here to make the process quicker and easier so you can focus more on your clients and less on admin.
Episode 1
1 minute 08 seconds
Episode 2
2 minutes 03 seconds
Creating a quick quote
Episode 3
2 minutes
Converting to new business
Episode 4
2 minutes 03 seconds
Activating your client's online account
Once your clients are up and running, the real value lies in how you manage their portfolios. The Managing Business section walks you through the day-to-day transactions you’re likely to handle from top-ups and withdrawals to switching funds, adjusting fees, or managing model portfolios. These videos are designed to help you make changes confidently and accurately, ensuring your clients' investments stay aligned with their goals.
Episode 5
1 minute 22 seconds
Completing a top up
Episode 6
1 minute 12 seconds
Making a withdrawal
Episode 7
1 minute 33 seconds
Making a switch
Episode 8
1 minutes 10 seconds
Changing fees
Episode 9
2 minutes 41 seconds
Keeping track of client instructions is just as important as submitting them. In the Instruction Confirmations section, you’ll learn how to confirm that instructions have been captured, use the tracker to monitor progress, and view completed transaction confirmations. These tools give you visibility and peace of mind so you can keep clients updated and avoid chasing paperwork.
Episode 10
2 minutes 26 seconds
Episode 11
1 minute 42 seconds
Episode 12
1 minute 42 seconds
Client reporting doesn’t need to be complicated. In the Statements section, you’ll find quick tutorials showing you how to generate different types of reports including detailed statements, quarterly overviews, investment reviews, and summary reports. These videos make it easy to deliver clear, professional reports whether it’s for a regular check-in or a deeper portfolio discussion.
Episode 13
1 minute 40 seconds
Episode 14
1 minute 37 seconds
Episode 15
2 minutes 15 seconds
Episode 16
1 minute 31 seconds
Got a digital-first mindset and give goal-driven financial advice? You’re the future of wealth management. Let’s team up to change the way investments are done in South Africa.