Recommended
AdviceRs 0 intro
Advice
First meeting
60 min · goals · F-7
F-7
(22)
Sixty-minute goals meeting. Sample intro — this demo does not book a live advisor diary or show a live portfolio.
Advice
Intro this week
Plans
4 items
First meeting, retirement map, business books, family cover. Book an intro — this demo does not lock a live diary. No SECP licence is claimed.
Narrow the desk
PlanRs 25,000
Plan
Retirement map
Written plan
F-7
A written retirement map as sample copy. No SECP licence is claimed in this demo.
Plan
AccountsRs 18,000
Accounts
Business books
Monthly close
F-7
Monthly close as a sample add-on. Production uses your people and disclosures.
Accounts
CoverQuote
Cover
Family cover
With insurance desk
F-7
Family cover intro with the insurance desk. Sample quote path — not a policy.
Cover