PROFIDA for Financial Planners


PROFIDA® is a financial planning and practice management software suite for financial planners and intermediaries advising life products and/or investment products.

It allows to efficiently manage personal and employment details of clients and leads as well as clients' entire portfolio information in a powerful, yet easy to use, database.

PROFIDA® is a certified Astute-partner since May 2002. With just one click of the mouse PROFIDA connects to the Astute website and downloads pre-selected clients' policy information directly into PROFIDA®. The downloaded data is seamlessly processed for Portfolio Schedules and Financial Planning. It also obtains daily price feeds for unit trusts, shares and forex from the JSE.

PROFIDA®'s financial planning is a high-sophisticated and transparent process with all calculations accounted for. It has a unique, scientific approach to determining financial needs. PROFIDA®'s settings and assumptions for inflation, growth and interest rates can be adjusted at any time.

A library of printouts gives you detailed short, to-the point reports in English or Afrikaans. Reports can be customised by adding signature lines, text, logos and graphs.

The record keeping, document management, and event log facilities assist intermediaries of being FAIS compliant in terms of record keeping.

Although PROFIDA® is developed using state of the art software technology for workstations, laptops and networks the solution is affordable, yet scalable for small and large implementation.

Click on Features for a detailed overview of PROFIDA®'s facitilities and features.