For independent planners in South Africa
PocketPA.The PA for financial planners.
The PA you couldn't afford, until now.
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The problem
You became a planner to help people, not to do admin at 10pm.
Back-to-back meetings
No gap between clients to write anything down properly.
Notes on paper
Scribbles in a notebook, the car, the back of a brochure.
Forgotten follow-ups
The document you promised to chase slips through the cracks.
Admin at night
Evenings spent typing up records instead of switching off.
How it works
Three steps. No typing.
- 1
Record or speak
Record the meeting with your client's consent, or brief PocketPA afterwards, just like you'd brief a PA in the car park.
- 2
PocketPA does the admin
Client details, products, recommendations and next steps captured, plus a summary ready to send your client.
- 3
Your dashboard tells you what's next
Every client's stage and every open action, in one calm list.
What does one lost client cost you?
One forgotten follow-up can mean a policy that never gets written. One new policy pays for PocketPA.
Pricing
Simple monthly pricing
Prices in rands, VAT inclusive. Final pricing coming soon.
Solo
For the independent planner
R —/month
- Feature to be confirmed
- Feature to be confirmed
- Feature to be confirmed
Practice
For a growing practice
R —/month
- Feature to be confirmed
- Feature to be confirmed
- Feature to be confirmed
Team
For planners with support staff
R —/month
- Feature to be confirmed
- Feature to be confirmed
- Feature to be confirmed
FAQ