AtWork

AtWork We have been at the forefront of innovation ever since,

Sound financial software solutions to exceptional financial advisors
atWORK was found as a cloud-based client solutions for financial advisors, back in 1998 when nobody even knew what the cloud was!

Still at FPI Convention? Come find us before the day wraps up.We’re at Stand 09 for the final few hours of the 2026 The ...
08/10/2026

Still at FPI Convention? Come find us before the day wraps up.

We’re at Stand 09 for the final few hours of the 2026 The Financial Planning Institute - SA Professional’s Convention.

Pop by between sessions to meet the atWORK team, see atF**A in action and discover how our wider advisor software ecosystem can support your practice.

Stand 09. Come say hello before the final session ends.

**We’re at the 2026 The Financial Planning Institute - SA Professional’s Convention.**If you’re attending the Convention...
07/10/2026

**We’re at the 2026 The Financial Planning Institute - SA Professional’s Convention.**

If you’re attending the Convention in Cape Town today or tomorrow, pop by the atWORK stand and meet the team.

Come and find out more about atF**A, our integrated client due diligence solution, and explore how the wider atWORK ecosystem can support your advisory practice across CRM, financial planning, short-term insurance, wealth, medical aid, compliance and practice management.

Whether you are already using atWORK or simply want to see what our solutions can do for your practice, we would be glad to have a conversation.

Come say hello and see atWORK in action.

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A completed check is only one part of the process.Practices also need a consistent way to manage client information, scr...
13/08/2026

A completed check is only one part of the process.

Practices also need a consistent way to manage client information, screening results, risk records, outstanding actions and ongoing monitoring.

On 18 August, Niclaas Roets will touch briefly on selected themes from the FSCA Regulatory Actions Report. Cas Dippenaar will then demonstrate how atF**A supports a more structured way of working inside atWORK.

Register here: acd89e66-64af-4fa4-ac88-b7ec088ec4cd@907a14c6-b725-4904-9faf-ef82553e300d" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/acd89e66-64af-4fa4-ac88-b7ec088ec4cd@907a14c6-b725-4904-9faf-ef82553e300d

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What does the latest FSCA enforcement report mean for everyday F**A processes?The report has renewed attention on AML an...
11/08/2026

What does the latest FSCA enforcement report mean for everyday F**A processes?

The report has renewed attention on AML and F**A controls, customer due diligence, screening and reliable records.

Join atWORK CEO Niclaas Roets and Chief Sales Officer Cas Dippenaar for brief industry context, followed by a practical demonstration of how atF**A supports identity verification, risk assessment, ongoing monitoring and recordkeeping.

18 August 2026 | 09:00 to 10:00 | Microsoft Teams
Register here: acd89e66-64af-4fa4-ac88-b7ec088ec4cd@907a14c6-b725-4904-9faf-ef82553e300d" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/acd89e66-64af-4fa4-ac88-b7ec088ec4cd@907a14c6-b725-4904-9faf-ef82553e300d

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Connecting with future talentOn 29 July, the atWORK team attended the Belgium Campus Pretoria Industry Connect event, e...
31/07/2026

Connecting with future talent

On 29 July, the atWORK team attended the Belgium Campus Pretoria Industry Connect event, engaging with students and sharing practical insights into careers in the technology industry.

atWORK CEO Niclaas Roets introduced students to the company, the work we do and the opportunities available within the business.

Developer Anro Jansen van Vuuren shared more about the atWORK internship programme and what students can expect when starting their careers. Developer Andile Maphalala also participated in an interview with the Belgium Campus media team, sharing his perspective and experience.

Feedback from Belgium Campus Pretoria confirmed that students valued the opportunity to engage directly with industry professionals, with atWORK mentioned positively in several conversations following the event.

Thank you to Belgium Campus Pretoria for the invitation and for creating a valuable platform where students can connect with industry.

Creating opportunities for students to engage with professionals plays an important role in developing the next generation of technology talent.

A productive day for atWORK at the Masthead event in Umhlanga.Our CEO, Niclaas Roets, took to the stage to share insight...
23/07/2026

A productive day for atWORK at the Masthead event in Umhlanga.

Our CEO, Niclaas Roets, took to the stage to share insights with attendees, while Hannelie Scott represented atWORK across Marketing and Sales, connecting with delegates and showcasing how our solutions support financial advice practices.

Thank you to Masthead for the opportunity to be part of the event, and to everyone who stopped by to engage with the atWORK team.

Less admin. Better practice management.Join us for a practical webinar series exploring how Queries & Workflows in atWOR...
21/05/2026

Less admin. Better practice management.

Join us for a practical webinar series exploring how Queries & Workflows in atWORK helps advice practices manage client follow-ups, reminders, servicing requests and operational processes more effectively.

📆 Queries | 26 May
📆 Workflows | 9 June

Register: 899d9251-17d0-455c-85d8-2d043f4b26e7@907a14c6-b725-4904-9faf-ef82553e300d" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/899d9251-17d0-455c-85d8-2d043f4b26e7@907a14c6-b725-4904-9faf-ef82553e300d

Heading into next week with direction matters.Whether it’s clearer workflows, better visibility or stronger client engag...
15/05/2026

Heading into next week with direction matters.

Whether it’s clearer workflows, better visibility or stronger client engagement, the right systems make all the difference.

If that’s on your focus list for the weeks ahead, let’s schedule a demo ➡️ https://calendly.com/work-sales/30min

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