South Africa's first automated, POPIA-compliant lead generation and matching platform for Professional Financial Advisors.
Finding the right Financial Advisor has never been easier
Answer 10 simple questions about your financial goals, location, income, and the products you're interested in.
Confirm your email address via OTP. Your POPIA consent is recorded with a full audit trail.
Our AI engine scores your lead and routes it to the most qualified, geographically relevant advisors.
A qualified, FAIS-registered Financial Advisor contacts you within 24 hours for a free consultation.
A complete lead generation and management system for your practice
Leads are matched to you at suburb, city, and provincial level. You only receive leads from your service area — no wasted budget on irrelevant enquiries.
Monitor every lead in real time. Track acceptance, contact, meeting, and conversion stages. View your ROI, billing history, and monthly performance analytics.
Every lead includes explicit, timestamped POPIA consent. All contact information is verified via OTP before being sent to you. Full audit trails available.
Each lead is scored 1–5 by our AI engine based on income level, urgency, product specificity, and profile completeness. Focus on the highest-value opportunities.
Earn R500 commission for every Financial Advisor you refer who subscribes. Track your referrals and earnings in your dashboard.
Export leads to CSV or connect via API to your existing CRM system. Manage your entire pipeline from one dashboard.