Client Care

Built for financial advisors who want to work smarter. Manage clients, track policies, collaborate with your team, and access critical information anywhere.

Client Care - The Complete Client Management Platform for Financial Advisors

CLIENT CARE is the professional client management solution designed specifically for financial advisors, brokers, and financial services teams. Manage your entire client portfolio, track policies and products, collaborate with your team, and access critical information anywhere - all from one secure, easy-to-use platform.

WHY FINANCIAL ADVISORS CHOOSE CLIENT CARE

• Comprehensive Client Profiles : Store complete client information including contact details, policies, investments, medical aid, and life insurance - all in one organised location.

• Multi-Provider Policy Tracking : Track clients across multiple providers with support for life insurance, investments, medical aid, and general insurance products.

• Team Collaboration : Add team members, assign clients to consultants, and work together seamlessly across your organisation.

• Powerful Search & Filtering : Find any client instantly with advanced search and filtering capabilities.

• CSV Import & Export : Import your existing client database and export data whenever you need it.

• Role-Based Access Control : Secure your data with customizable permissions for admins, team members, and consultants.

• Cloud Storage Included : Store client documents securely with included cloud storage (up to 2GB on Basic, 5GB on Professional, 10GB on Enterprise).

BUILT FOR GROWTH

Whether you're a solo advisor or managing a large team, Client Care scales with your business:

Basic Plan: Perfect for getting started

• Up to 25 team members
• Up to 5,000 clients
• CSV import/export
• Client management system
• Role-based access

Professional Plan: For growing practices

• Up to 200 team members
• Up to 50,000 clients
• Everything in Basic
• Advanced reporting
• Priority support

Enterprise Plan: For large organisations

• Unlimited team members
• Unlimited clients
• Everything in Professional
• Custom integrations
• Dedicated support

SECURITY & PRIVACY

Your clients' information is precious. Client Care uses bank-level security to protect your data:

• End-to-end encryption
• Secure cloud storage
• GDPR compliant
• Regular security audits
• Role-based access control

DESIGNED FOR FINANCIAL ADVISORS

Unlike generic CRM tools, Client Care understands the unique needs of financial services:

• Track multiple policy types (Life, Investments, Medical Aid, General Insurance)
• Manage client-consultant relationships
• Support for multiple providers and products
• Financial services-specific workflows
• Built-in compliance features

GET STARTED TODAY

Download Client Care and start. No credit card required.

SUBSCRIPTION OPTIONS

• Basic: R499.99/month
• Professional: R1,299.99/month
• Enterprise: R3,499.99/month

SUPPORT

Need help? Our support team is here for you:

• Email: info.clientcare.za@gmail.com
• Website: https://clientcare.za.com

Privacy Policy: https://clientcare-za.com/privacypolicy Terms of Service: https://clientcare-za.com/terms

Transform the way you manage your financial advisory practice. Download Client Care today.