atWORK’s state-of-the-art, cloud-based system is built using open systems architecture which empowers us to integrate with third-party tools and providers in the blink of an eye.
You’ve embraced the tenets of behavioural finance and you understand how important it is to gauge your clients’ appetite for risk, so you need a top-notch risk profiling tool. Most of your clients have assets in multiple jurisdictions, so you can’t take any chances when it comes to anti-money laundering software. And the demands of running a document-based business during a pandemic mean that e-signing capabilities are suddenly right at the top of your wish list.
And all of these pressing requirements come on top of the non-negotiable need for a client management system that boasts built-in financial needs analyses, budgeting tools and post-retirement cashflow calculators among other features.
You can have it all
“Over the years we’ve come to realise that we can’t be all things to all clients,” explains Werner Koekemoer, atWORK’s CTO. “This is why the latest version of atWORK was built – from the ground up – using open systems architecture.” This empowers atWORK to seamlessly integrate with leading third-party software providers from anywhere in the world. These include risk profilers, commission systems, KYC services, marketing services and anti-money laundering providers to name but a few.
“Being able to quickly and easily tap into this global pool of expertise means that the sky is, quite literally, the limit for our customers,” says Koekemoer. It also means that there’s no need to fear your software becoming obsolete. Because atWORK can integrate to other web-based services as and when they become available, your practice is always future fit.
A day in the life
Perhaps we should take a couple of steps back and give you a real-life example of what open systems architecture can do for you. When you get into the office (real or virtual) in the morning, you log into atWORK. This gives you access to your entire client database, including each client’s personal information, the details of their investments and the results of past FNAs.
You can also access your third-party integrations from within the atWORK system, without having to open a new window or remember login details. The latest version of atWORK has already been integrated with FinaMetrica and QuicklySign which are both available to atWORK users at discounted rates. We’ll be announcing more exciting integrations later in the year.
More about FinaMetrica
Risk profiling is an essential component of modern financial planning. Finametrica has been around for many years and provides a consistent process. In only 15 minutes, you can ascertain a client’s risk profile and compare it to over a million other profiles. FinaMetrica was recently crowned both ‘Best Risk Profiling Solution’ at the WealthBriefing Swiss Awards 2020 and ‘Best Risk-Profiling Service for Advisers’ at the 2020 Professional Adviser Awards.
More about QuicklySign
Printing, signing, and scanning documents isn’t just a massive waste of time and money – it’s also far from infallible and can deter would-be clients. QuicklySign’s award-winning software eliminates all these hassles. For clients, the fact that signing only takes a few seconds and can be done on web or mobile, is “a gamechanger” says Koekemoer. Advisers, meanwhile, enjoy almost endless benefits, he adds. “You’ll save time, money and trees while also improving conversion rates, data security and office admin
What’s next?
These are just two examples of how integrations can make your life easier. The beauty of open systems architecture is that we can integrate new software into the atWORK system at any point. We can do this for all of our users (as in the case of QuicklySign and FinaMetrica) or we can do it for your company only.
Nobody knows exactly what the future will hold. But thanks to the wonders of open systems architecture, you can prepare for whatever it throws at us.
