Overview

Established in 1998, atWORK is a cloud-based solution for the financial planning industry. Our secure, all-in-one solution focuses on client and practice management, data gathering and import, compliance management and financial planning tools. We have over 9000 users in South Africa (30% of market share) and have recently launched a New Zealand subsidiary. atWORK users and their clients have secure, anytime access to our ISO-certified service, from anywhere in the world and on any device. Our motto – Simpler by Design – reflects our heartfelt belief that technology should be used to make business simpler and more intuitive. Advisers who switch to atWORK are amazed at their drastic time and money savings. We recently rebuilt our software from the ground up using the latest technology and user design principles. Our operations are certified ISO 27001:2013 compliant for Information Security. We take confidentiality super seriously and hold ourselves to the highest standards of data integrity. Our embrace of ‘open systems’ allows seamless integration with third-party software from risk profilers (FinaMetrica), commission systems and anti-money laundering providers. Integration with Microsoft Outlook 365, Gmail and other mail systems ensure your emails are logged in the client file automatically. AtWORK 6 will also save you time with its configurable, multi-threaded workflows which are designed to make managing complex tasks with multiple steps and responsibilities easy. What’s more, customisable client reports ensure the advisor’s message, advice and planning philosophies are incorporated and communicated (including financial needs analyses reports). The world of financial services is changing faster than ever before. From legislation and data security through to technology and customer expectations, flux is everywhere. Cloud-based since inception, intuitive and obsessed with data security…atWORK is the software sidekick you need to future proof your business.