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.
FAQs for our Investment Platform
> How safe is my clients money offshore?
> Can I change my investment choices?
> How can I make contributions into an investment account?
Episode 1
1 minute 08 seconds
Loading a new client
Episode 2
2 minutes 03 seconds
Creating a quick quote
Episode 3
2 minutes
Converting to new business
Episode 4
1 minute 22 seconds
Completing a top up
Episode 5
1 minute 12 seconds
Making a withdrawal
Episode 6
1 minute 33 seconds
Making a switch
Episode 7
1 minutes 10 seconds
Changing fees
Episode 8
2 minutes 41 seconds
Managing Model Porfolios Digitally
Episode 9
2 minutes 26 seconds
Instruction Confirmation
Episode 10
1 minute 40 seconds
Creating a detailed statement
Episode 11
1 minute 37 seconds
Creating a quarterly statement
Episode 12
2 minutes 15 seconds
Creating an investment review
Episode 13
1 minute 31 seconds
Generate a statement summary
Episode 14
1 minute 42 seconds
View a transaction confirmation
Episode 15
1 minute 42 seconds
Instruction tracker
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.