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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!

17/08/2026

See atF**A in action.

Join atWORK on 18 August for a product-led webinar covering identity verification, screening, risk profiles, due diligence records, ongoing monitoring and reporting.

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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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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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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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.

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.

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.

Address

Prieska, Road Erasmuskloof
Pretoria East
0010

Website

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