A complete view of every client.
Every asset, every policy, every document, aggregated, categorised, and up to date. One shared source of truth for you and your client.
Spend your week advising, not chasing paperwork.
SimVida handles the admin, the visibility, and the collaboration, so you can spend your week doing what you're good at: helping clients make better decisions about their money.
About a minute, from an advisor's side of the screen.
Most of what you love about this job isn't the admin.
Compliance is heavier every year. Every new product launch means another spreadsheet, another tool, another login. The things that made you good at this, staying close to your clients, explaining things properly, noticing the small signals, tend to go first when the week fills up with paperwork.
SimVida is built for the work you actually want to be doing.
One platform for everything your practice needs to do.
Your practice at a glance.
AUM, life cover premiums, top clients, top-performing advisors, clients who need attention. Everything you'd build a dashboard for, built.
Your clients see the same thing you do.
Scenarios you can build together. Documents in one place. Goals they can track alongside you. Fewer "where are we on this?" calls.
See what your clients need, before they ask.
Vida watches the data so you don't have to remember every birthday and every policy anniversary. The retirement that's approaching. The cover gap that's opened up. The fee that's worth reviewing. The milestone that's worth a call. Every morning, on your dashboard.
Vida is in development. Your feedback shapes what ships first.
Structure your practice the way you actually run it.
Multiple branches. Advisors, assistants, paraplanners. Role-based permissions. Document storage at the practice level and the client level. Set it up once; it just works.
- Add branches, advisors, assistants
- Role-based access (Manager · Advisor · Assistant)
- Central document repository
- Import existing client books
- Client filtering, search, and custom tagging
Plan live, with your client in the room.
Build two retirement paths side by side. Drag the contribution slider; watch the retirement date move. When the client's ready, implement it in one click.
The conversation can happen while you're still together, not "let me send you a proposal and get back to you."
Hundreds of clients, sorted the way you think about them.
Search by name, asset value, stage (onboarding, retiring, HNWI), assigned advisor, or your own custom tags. Watch health scores at a glance. Know who could use a check-in this week, not next month.
Built by people who've spent careers inside this industry.
Founder
Eugene Maree
25+ years in South African financial services. Founded Wealthport LISP, the first independent LISP to accommodate ETFs and structured products. Award-winning. Built SimVida from the advisor's side of the desk, because he's lived it.
Co-founder · Product & Design
Peter Koen
20+ years designing for financial services. Co-founded InfoSlips, serves 65% of the JSE Top 100. Designs SimVida to be the tool advisors actually want on their desk.
Questions we get asked at demos.
Does SimVida replace my existing CRM / practice management tool?
For most advisors, yes. SimVida handles client records, document storage, proposals, scenarios, and practice-level reporting in one place. We'll walk you through what to keep and what to move during onboarding.
How long does onboarding take?
It depends on the size of your practice. We help import your existing client data, configure branches and roles, and run a team training session.
Where does SimVida sit on compliance?
SimVida is a technology platform, not a financial service provider. You remain the FSCA-licensed entity, and SimVida is the tooling you use to manage your practice and serve your clients. We're POPIA-compliant, use bank-grade encryption, and the platform supports the record-keeping and disclosure workflows you're accountable for. Full technical and data-handling documentation available on request.
Can clients see everything I see?
No. Access is role-based. Clients see their own picture (assets, cover, scenarios you've shared). You see your full practice view, plus per-client analytics. Nothing is shared without your explicit action.
What if I'm not ready to go all-in? Can I start with just part of my book?
Yes. Start with a few clients, prove the value, then roll out the rest. We'll support you through both stages.
What about clients who don't want a human advisor?
Clients come to SimVida because they want guidance from someone they trust. If a client genuinely wants no human involvement, we're probably not their platform, and that's OK. In practice, it's rare: most people want an advisor, they just want one who's on their side.
Do you integrate with LISPs and product providers?
Yes. We integrate with most major South African LISPs and product providers. List of current integrations available at demo. New integrations ship regularly.
See it in 30 minutes.
Book a demo and we'll walk you through SimVida using your own practice structure. No slide deck. No sales script. Just the tool, and your questions.