Practice management software for financial advisers.
Clients, policies, commission and compliance in one place. Built for South African advisory practices.
ONE ADVISOR MODULES
Four modules that cover the working day of an advisory practice: Directory, Client, Commission and Compliance. Buy into one, or run the practice on all four.
Directory
Users, roles and organisational structure, with an audit trail behind every change.
Client
Clients, policies, contacts and tasks, with Excel import and duplicate merging.
Commission
Import provider statements, split commission by rule, and report on what you earned.
Compliance
Sanctions screening, FICA records, and compliance documents your clients sign online.
BUILT FOR LONG DAYS
Advisers live in this software. Pick the theme that suits how you work: light, dark, or compact for fitting more of a list on screen at once.
Light
Dark
Compact
PARTNERS
Advisory practices running their day on One Advisor.
TEAM
A small team spanning financial advice, data analysis and software development, which is why the product is shaped like the job rather than like a database.
Marc Bormann
Design and Marketing
Bryce Combrink
Technical Lead
DEMO
If you are interested in One Advisor please let us know and we will contact you to set up a demo at your convenience