AdviceTech offers an industry leading, comprehensive Financial Planning and Advisory software package designed to suit the individualised needs of small, medium and large Category I and Category II registered Financial Services Providers.
This white labelled, totally customisable practice management solution enables the fully integrated management of client data, document creation and storage, commission management and reporting, AUM management and reporting, comprehensive compliance monitoring, marketing and communication and a wide range of other functions and incorporates a comprehensive financial needs analysis and management capability.
The automated creation of an interactive client portal provides clients with a single electronic financial management and document storage solution and enables seamless client integration into the advisory practice.
Company Details
- Employees
- 8
- Address
- Johannesburg, Za
- Industry
- It Services And It Consulting
- NAICS
-
Computer Systems Design and Related ServicesOther Computer Related Services
- Website
- https://www.advicetech.co.za
- Keywords
- IT Consulting.
- HQ
- Johannesburg
Advicetech (Pty) Ltd Questions
Advicetech (Pty) Ltd's website is https://www.advicetech.co.za
Advicetech (Pty) Ltd's LinkedIn profile is https://za.linkedin.com/company/advicetech-pty-ltd
Advicetech (Pty) Ltd has
8 employees.
View email and phone details for 8
employees at Advicetech (Pty) Ltd.
Advicetech (Pty) Ltd's industry is
IT Services and IT Consulting
Advicetech (Pty) Ltd's top competitors are
Advicetech,
Hewett Wealth,
Advicetech,
Wellasa Group,
Prelisted,
Advice Tech,
Gig Engineer,
Independent Investment Solutions (Pty) Ltd,
Xrobotix Pty Ltd,
Dr-X.
Advicetech (Pty) Ltd's categories are IT Services and IT Consulting
