Simvida

#HelloSimvida

Help your customers set goals and track their financial progress.

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  • Manage & track customer information, proposals and documentation in one place.
  • Improve your customers’ financial futures.
  • Collaborate & plan with your customers.
Preview of Simvida app

Introducing Simvida

Everything you need to manage your organization.

Entire overview at a glance

Get a global view of assets and cover you and your team manage and don't miss any important detail.

Managed assets
Unmanaged
Assets under management
R120 000 000
Top 5 clients
Ethal P. R12m
John R. R8m
Kim S. R7.4m
Tsepo H. R5.1m
Johan O. R1.1m
Top performing advisors
Adele P. R34m
Zola R. R28m
Sipho S. R17m
Tiaan H. R15m
Jay T. R11m
Kate O. R8m

Manage your practice with ease

Add multiple branches, advisors, assistants, define roles, store documents and more.

+
Branch
Assistants
Advisors
Advisor
Advisors
Manager

Smart Calculations

Calculations for all your clients and advisors, all done in real-time.

Assets R12m
Monthly R2m pm
Totals +
Cover R20m

Collaborate with your clients

Invite your clients to collaborate with you and your team on their assets, documents, retirement scenarios and more.

Index Funds
Current Value
R132 000
Income Protection
Monthly Cover
R34 000
R17 080 000
or R78 000 + per month from 63

Contributions

  • R600 000 lump sum
  • R5 000 per month

Growth Metrics

Track your growth and performance metrics.

Documents in one place

Store documents for your organization and team, all in a simple document repository.

DFA
5th Jan 2024
Letter of Consent
1st Dec 2022
Copy of ID (cert)
16th May 2024
Will 2020
17th Jun 2020
Life Policy Agre..
2nd Jan 2024
Medical Policy
30th Mar 2024

Share, compare and implement scenario

Create and compare various scenarios to help your clients make better decisions. Once accepted, implement them.

R17 080 000
or R78 000 + per month from 63

Contributions

  • R600 000 lump sum
  • R5 000 per month

Comprehensive client filtering, search and tagging

Managing a large number of clients? No problem. Filter and search for clients based on various criteria and stay on top of your game. If you're following a specific strategy, tag your clients and filter them based on the custom tags.

Search Clients
Client types
Individuals
Trusts
Companies
Sort by
Asset value
Assigned advisor
Adele Smith
Status
Petal Trust
Imported
New
Assets
R12 000 000
Cover
R15 000 000
John R.
Retiring
Assets
R8 000 000
Cover
R4 600 000
Kim S.
Onboarding
New
Assets
R7 400 000
Cover
R8 000 000
Tsepho H.
Planning
HNWI
Assets
R5 100 000
Cover
R15 000 000

our story

A techie and finance nerd walk into a bar…

While discussing their industries, the techie complained about how pretentious, untrustworthy and jargon-filled the financial services industry is.

The finance nerd agreed. So, they decided to do something about it.

A simple idea.

They decided to fix financial services by making it trustworthy, approachable and transparent.

To design and build tools that help customers collaborate with only the best advisors, plan their futures and track their progress.

Making things simple is difficult!

It’s been humbling, but along the way they learnt that Simvida’s mission matters.

When people engage with their financial futures, they make better choices and achieve better outcomes. When advisors have great tools they excel at helping their customers achieve their goals.

#HelloSimvida

It’s taken us a few years of building, testing and improving Simvida and it’s almost ready!

Whether you are an advisor wanting to help your customers achieve their financial goals, or you are a normal person wanting to work towards your exciting financial future, join us.

Our core team

Eugene Maree Peter Koen Fiona Butler
Nico van Zyl Barry Roodt
Request a Demo
Get a 30-minute demo of Simvida and see how it can help you.