Built Around How You Work
Every tool a South African financial planner needs, organised the way you actually run your practice.
Client & Lead Management
Keep your entire book of business in one place. Track leads from first contact to client, monitor temperature, and store every document and note against each profile.
- Lead temperature & status tracking
- One-click lead → client conversion
- Document storage per profile
SA Financial Calculators
Purpose-built calculators for the South African market. Compare policies side-by-side, model income tax, and project living annuity drawdowns — all in rands.
- Policy comparison calculator
- SA income tax & living annuity
- Retirement & savings projections
- AI quote upload — auto-fill from any insurer PDF
Analytics & Insights
Understand your business at a glance. Track how your client base is growing, where leads are converting, and how much commission is in your pipeline.
- Lead conversion funnel
- Coverage gap analysis
- Business performance charts
FNA & Record of Advice
Walk clients through a structured Financial Needs Analysis, then auto-generate a compliant Record of Advice — no copy-pasting, no blank templates.
- Step-by-step FNA wizard
- Auto-generated ROA documents
- PDF export with your branding
Commission Pipeline
Know exactly where every rand of commission stands. Upload provider statements and let AI reconcile them against your pipeline automatically — no more manual matching.
- Pipeline stage tracking
- AI-powered statement reconciliation
- Expected vs actual, by company & month
Policy Tracking
One dashboard for every policy your clients hold — life, retirement, medical, income protection, and more. Spot coverage gaps before they become problems.
- All policy types supported
- Renewal & review alerts
- Coverage gap analysis
Email & Calendar Integration
Connect your Gmail or Microsoft 365 account and read, reply, and send emails directly inside the CRM — every conversation automatically linked to the right client.
- Google & Microsoft 365 support
- Emails linked to client profiles
- Calendar sync for appointments
Professional Reports
Generate polished, branded client reports in seconds. Choose from three professional templates, add your logo and signature, and export to PDF — ready to send.
- 3 professional templates
- Your logo & signature
- PDF export & download
WhatsApp Integration
Send reports, calculator comparisons, and policy documents straight to a client's WhatsApp — no email required, on the channel your clients actually check.
- Share calculator reports in one tap
- Send any client file — FNA, ROA, policy docs
- Native mobile share, secure link fallback on desktop
Integrated E-Signing
Send documents for electronic signature without leaving the platform. Clients sign via a secure email link, and signed copies are stored directly on their profile.
- Send from within the platform
- Client signs via email link
- Signed copies stored on profile
Security & Compliance
POPIA-Compliant by Design
Your clients trust you with sensitive financial data. We've built every security layer that POPIA Section 19 requires — and then some.
FICA-Compliant by Design
Every client gets an AML risk rating, tracked due-diligence documents with automatic re-verification reminders, a compliance dashboard showing exactly who needs attention, and a ready-to-use Risk Management & Compliance Programme (RMCP) you can edit and save as your own — so you're never starting your compliance paperwork from a blank page.
Simple, Transparent Pricing
All prices in South African Rand (ZAR). The Starter plan includes a 30-day free trial.
Starter
Perfect for solo advisors just getting started
Standard
Great for growing practices
Pro
For established financial planners
Pro+
For high-volume practices
Secure payments powered by
PCI-DSS compliant · ZAR billing · Hosted checkout
Loved by Financial Planners
See what other financial professionals are saying about Finmax CRM.
“Finmax CRM has transformed how I manage my practice. The commission tracking alone has saved me hours each week.”
Rudi van der Merwe
Financial Planner
“The lead conversion tracking is incredible. I can finally see which sources bring in the best clients.”
James Chen
Independent Financial Advisor
“The integration between leads and clients are seamless when converting leads. Love it. Highly recommended!”
Amanda Roberts
Wealth Manager