AtWork

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

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

08/05/2026

Yesterday, we joined the Masthead Financial Advisors’ Association Member Forum to share practical lessons learned from clients using atF**A and demonstrate how the solution supports F**A processes and inspection readiness.

Thank you to Masthead and everyone who contributed to the discussion around compliance and emerging industry trends.

**A **ACompliance

04/05/2026

Happening tomorrow.

Join 50+ advisers already registered to see atWEALTH in action and hear directly from our CIO who developed the tool.

If you’re looking for a clearer way to report on client investments, there’s still time to join us.

📅 5 May | 9am

Register here: d3f0d05a-8ec4-45e2-83e9-059b7834a1b0@907a14c6-b725-4904-9faf-ef82553e300d" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/d3f0d05a-8ec4-45e2-83e9-059b7834a1b0@907a14c6-b725-4904-9faf-ef82553e300d

20/04/2026

Behind every update and improvement… a team focused on getting the details right.

So advisors can work with clarity and confidence.

13/04/2026

Behind the scenes this week 👇

Building smarter Queries and workflows to give advisors clearer visibility and better control
Preparing atWEALTH to bring client investments into one clear view
Supporting clients every day
Welcoming new clients to atWORK

All focused on helping advisors work with clarity and confidence.

09/04/2026

Most F**A risks don’t come from intent, they come from gaps in process.

If you can’t clearly demonstrate your screening, monitoring, and audit trail, you may be more exposed than you think.

Download our free F**A Audit Readiness Checklist to identify gaps and prepare with confidence 👉 https://www.work.za.com/atf**a/

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30/03/2026

Not every Monday needs a reset.

Some just need the right people around the table.

27/03/2026

Thank you to FAnews for sharing our atF**A audit readiness checklist.

Audit readiness goes beyond compliance. It’s about having the right processes in place and being confident when it matters most.

FA News is a great follow for financial professionals looking to stay informed and prepared, support them if you aren’t already.

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Awareness is key to protecting your clients from fraud
https://tinyurl.com/bztvt4hh

Customer-facing staff across the financial services sector face a daily onslaught from con artists and fraudsters who go to extreme measures to compromise client accounts. These criminals, who are often part of organised criminal syndicates, use email, social media and telephones to perpetrate a range of nefarious activities spanning data compromise, lodging false insurance claims and outright theft from bank and investment accounts.

23/03/2026

There’s real value in being together.

From sharper thinking to faster problem-solving, collaboration in the right environment makes all the difference, especially at the start of the week.

Our Mondays and Tuesdays are all about connection, alignment, and moving forward as a team.

Where do your best ideas happen independently or as a team?