what does it
do for me?

The 4th industrial revolution is spinning up a rapidly growing digital society in which people are more aware of what they need and who can offer this to them. Be at the forefront of this digital evolution by allowing your clients the advantage of using their personal information to their advantage within the Microsoft Azure1 environment. Our Advisor Console affords you, as a financial services professional, the ability to tap into your client base of Digital Citizens and better service your clients by understanding and managing their actual life and financial planning needs through an integrated digital platform. This is a customer centric product, which will complement your differentiated value proposition.

Key features

  • Secure, fully encrypted, certified infrastructure partner¹
  • Integrated Practice management (integrates with “permyssion”)
  • One view of your client
  • Life trigger notifications
  • Target audience communicator – your own client news channel
  • Debit order management
  • Client/Practice reporting & analytics
  • Digital document management
  • Leads cycle management
  • Net asset value (NAV) Reports
  • Only available in South Africa (future jurisdictions coming early 2018)


  • Financial Needs Analysis calculations
  • Compliance processes
¹90 percent of Fortune 500s trust the Microsoft Cloud for security, privacy, and transparency. Microsoft has the most compliance coverage of any cloud provider, unique data residency guarantees, and is the industry leader for customer advocacy and privacy protection.
Price From
per advisor license, per month