What's included
Everything your practice needs
Purpose-built modules for every workflow a South African financial advisor runs daily.
Client Directory
Maintain complete client profiles with ID numbers, persal numbers, department, and contact details — all searchable and filterable.
Plans Dashboard
Track every insurance plan, policy status, and premium for your book of business. View Active, Onboarding, Lapsed, and Pipeline at a glance.
Stop Order Tracking
Log and monitor stop order reservations per client. Know exactly what deductions are in place and when they were submitted.
Replacements Register
Maintain FSCA-compliant replacement records. Log every policy replacement with the original insurer, new product, and status.
Task Management
Create follow-up tasks linked to your workflow. Track open, in-progress, and completed actions so nothing falls through the cracks.
Team Access
Invite your team and switch between advisor workspaces. Everyone works in their own data silo — no cross-contamination.
CSV Import
Migrate your existing client database in seconds. Upload any CSV file, map your columns, and import clients with all their plans in one click.
PDF Export
Generate a full A4 portfolio report covering all clients, plans, payments, replacements, and tasks — ready to print or share.
Simple setup
Up and running in minutes
Create your free account
Sign up with your email address. No credit card required — your first 20 clients are always free.
Import or add your clients
Upload your existing CSV database and map your columns — VaultIQ detects duplicates automatically. Or add clients manually one by one.
Manage your book
Use the dashboard to track your entire book's health, pending actions, and compliance records from one screen.
Simple pricing
Start free, scale as you grow
All plans include full CRM features. Pay only for the clients you need.
All subscriptions managed securely through PayFast. Cancel anytime. No contracts.
The Business Suite
One branch. One invoice.
Every advisor covered.
Built for branches that pay for their advisors. Central billing, manager oversight, and a secure, isolated book for every advisor.
One invoice for the whole branch
The branch subscribes once — R300 per advisor per month (minimum 3 seats) as a single PayFast subscription. No chasing individual receipts, no expense claims.
Advisors join with an invite code
Every branch gets a unique invite code. An advisor enters it on their Billing page and their subscription is instantly covered — unlimited clients from that moment.
Manager oversight with proxy access
Advisors grant their branch manager proxy access through Team Access. The manager can then view or work in any advisor’s book — or see the whole branch combined — without data ever mixing.
POPIA-friendly data isolation
Every advisor keeps their own secure book, enforced at the database level. Billing and data access are separate consents: paying for an advisor never exposes their clients.
R300 / advisor / month · minimum 3 seats · cheaper per advisor than Solo
Set Up Your Branch →Start organising your book today.
Join South African advisors who manage their client base with VaultIQ.
Free to start — no card required.