About Us
We came together to build an innovative wealth management offering distinctive in its ethics yet flexible configuration. We focused on positive values-driven solutions through partnership, innovation, and community.
We aim to positively impact the lives of the people we interact with daily by providing solutions to their challenges and achieving results for our client’s businesses.
Our Vision | Mission | Goal
Our vision is to employ graduates entering the financial services industry or considering it as a career to bridge the gap between the theory learned at university and the realities of engaging the workplace.
We strive to achieve excellence, growth and sustainable financial strength for all South Africans in every aspect of our business, so that our clients can achieve successful outcomes.
We are an accredited level 1 Broad Based Black Economic Empowerment (BBBEE) company and have a dynamic corporate social investment strategy.
Our Support Services
Knowledge Desk
We provide holistic support services to enable businesses worldwide to run more innovatively and deliver quality to their clients.
Our team will support you along the way to achieve your business goals.
Paraplanning Admin Services
We aim to achieve high-quality bespoke paraplanning for Advisers. Our goal is to provide a practical framework for your business.
Project Management
We provide a comprehensive training program based on best practices and business processes.
Our financial planning training is based on Business rules vs Technology.
Training
We provide a comprehensive training program to meet client-specific needs and requirements based on Business Rules.
Our financial planning training is based on Business rules vs Technology.
User Acceptance Testing
We are responsible for all user acceptance and end-to-end testing. Our process follows the Agile methodology, which includes the following:
- Test plan
- Impact analysis
- Story cards
- User stories
Data Management
Our pride is transforming your Data.
Investment Data directly into your XPlan system.
Information includes portfolio valuations, transaction history, fee analysis, and performance.
We perform the initial setup within your Xplan system, testing to ensure the accuracy of the data feed being ingested.
We will liaise directly with 3rd party vendors to facilitate the implementation and management of data feeds.
XPLAN Modules We Support
