Manage clients, policies, compliance, commissions, documents and reporting from one powerful, customized platform tailored for FSPs.
Unlike generic CRMs, we are built explicitly for the unique regulatory and operational environment of South African financial brokerages.
Tailored specifically to local products, provider frameworks, and industry terminology.
Every implementation is mapped directly onto your unique brokerage processes.
Access your practice dashboard securely from anywhere, on any modern device.
Enterprise grade cloud storage safely keeping records readily available.
FICA, POPIA, and FAIS workflows built straight into client record-keeping.
Perfect for multi-adviser practices, administrative pools, and management tracks.
Track team performance, commission splits, tasks, and core renewal workflows.
Direct response pathways when you need priority system modifications or assistance.
Full profile histories, link households, group structures.
FICA registers, statutory signoffs, structured audit trails.
Secure cloud archival with drag & drop mechanics.
Detailed policy logs covering local underwriters.
Track pipeline pipelines from inquiry to closure.
Internal calendar scheduling & automated task flags.
Deep practice statistics and analytical breakdowns.
Statement split tracking, overrides and imports.
Manage personal and commercial schedules systematically.
Trace long term risk products and medical requirements.
Broad architecture tracking retirement and flexible wealth vehicles.
Automate monthly imports to map split models instantly.
Continuously expanding ecosystem matching modern technological jumps.
Simple structural components built to scale effortlessly with your headcount growth.
Per unique FSP registration number active.
Per active office employee or adviser account.
Includes 1GB foundational base allocation.
See exactly how BrokerHero shifts configuration templates to optimize your existing South African practice compliance tracking and policy flow.