Key Wealth

KeyWealth: Your Complete Advisory Practice Platform
Manage your entire advisory practice from one powerful platform. KeyWealth gives you the tools to grow your client base, track wealth, stay compliant, and communicate seamlessly—all from your phone, tablet, or desktop.

Client Management: Build complete, secure client profiles from lead to active relationship. Bulk import via CSV/Excel with automatic duplicate detection.

Wealth & Policy Tracking: Monitor AUM across 10+ asset classes (equities, real estate, crypto, etc.) and track all insurance and investment policies with full beneficiary, premium, and renewal management.

Sales Pipeline: Convert more leads using a visual drag-and-drop Kanban board to track income potential and prevent prospects from falling through the cracks.

Compliance & FICA: Built-in KYC, PEP screening, risk ratings, and document expiry tracking. POPIA-compliant with complete audit trails and field-level encryption.

Financial Needs Analysis: Run comprehensive analyses covering life, retirement, education, and debt, then export professional PDF reports.

Workflow, Calendar & Tasks: Design custom workflows for onboarding and reviews. Set reminders, assign team tasks, and manage your schedule in a unified calendar.

Built-in Communications: Engage clients via VoIP (SIP/3CX), WhatsApp Business, Email (SMTP/Gmail/Outlook), or in-app chat—all centralized in a unified inbox.

Client Portal: Provide a branded self-service portal for clients to view wealth profiles, upload documents, and chat directly with you.

AI-Powered Insights: Automatically analyze portfolios, detect policy gaps, flag lifecycle events, and generate actionable recommendations.

Analytics Dashboard: Track real-time KPIs including AUM, premium income, funnel conversion, and demographics.

Team & Product Management: Control the practice centrally with role-based access for staff and a complete, searchable database of products and schemes.

Document Management: Securely store, categorize, and track documents with version history, drag-and-drop uploads, and expiry alerts.

Integrations: Connect seamlessly with Xero for accounting, Google Maps for property visualization, and Firebase for real-time sync across devices.