• We can help you to:

    We have created a solution that will ensure that, if implemented diligently, IFA's will be able to provide clients with a real value add and go a long way towards eliminating investment advice risk.

Be productive
On all devices
Anywhere in the world

Redefine your
Financial advice processes

Deliver on your
Client value

welcome to Enhance Investor

About Us

We think that we have created a solution that will ensure that, if implemented diligently, IFA's will be able to provide clients with a real value add and go a long way towards eliminating investment advice risk.

Rather than try to be all all things to all people and develop an Investment Planning System from the ground up, we have elected to, rather, bring together, arguably, a collection of the finest resources and skills and package them into one Step by Step, Paint by Numbers, Risk Profiling and Investment Planning Solution.

This resource has been in the making since 2004 and through the experience gained since then, what we have today is practical and relevant and can be a powerful tool in the client investment advice process.


Contact Us

Comprehensive CRM

Manage your client base effectively with all the tools that Enhance Investor offers.

Risk Tolerance

We integrate with Finametrica to get the most accurate risk tolerance score for your clients.

Fund Matching

We match funds to your clients risk tolerance score to make the advice process seamless.


Email and SMS your clients and keep track of all communications easily and intuitively.

Advanced Querying

You can find your clients by one or many criteria to most effectly perform tasks and communicate.

Portfolio Construction

Build you own portfolios with your own funds to give the most independent advice possible.

Google Drive

Store all your client documents on your Google Drive for the ultimate security and peace of mind.

Planning Tools

The Enhance Planning Tools suite are market leading, intuitive and comprehensive.


What would you like your financial software to do for you?

  • CRM/Database
  • Highly customisable data fields & forms and Corporate Identity
  • Powerful query & search - Dynamic Data Lookup
  • Portfolio construction tools using Glacier's Shopping List
  • Simplified investment planning & management – default Model or Custom IFA Portfolios
  • Interactive planning tools - Retirement, Estate & Investment Planning.
  • Industry leading Retirement Planning and Volatility Simulation Tools
  • Professional Estate Planning & Deceased Estate Administration - Libralex
  • Consolidated Investment Reporting - Seed Analytics
  • Web based
  • Works on mobile devices, & all operating systems
  • Always up to date & functionality being expanded
  • Auto emailing & communication
  • Voice dictation directly against client records
  • Audio notes
  • Integrated Telephony - Record and save telephone conversations. VOIP System required.
  • Online file storage, - Google Drive
  • Self-help Robo or Personal  Planning Portal for selected clients- Simple Planning Tools, Risk Tolerance, Portfolio Matching & Data editing
  • World class risk profiling tools - FinaMetrica
  • Compliant & robust processes
  • Reduce Investment advice risk
  • Acknowledged by the FSCA - RDR ready


One size does not fit all!

One of the main purposes of Financial Planning Software is to free you up to do what’s important, maintain your client relationships & provide you with the tools to deliver value to your clients. Many financial planning software solutions have strengths in some areas but fall short in others and trying to decide on the compromise that best suits your needs is very difficult, if not impossible.

The Enhance Investor Modular Software Solution provides you with affordable basic tools and then allows you to enhance and extend the functionality by activating pre-integrated best of breed tools as you grow your practice.

We believe that, in the Enhance Investor Software Solution, we have created an RDR ready resource which, if correctly used by Advisors, will go a long way towards ensuring compliance with the evolving regulatory environment.

Our Process

The Step by Step Approach

In partnership with FinaMetrica, an Australian company and world leader in the determining of Client Risk Tolerance, we have developed our own Risk Tolerance Tool which links directly to the FinaMetrica Database. This enables us to be able to provide a tool which complies with the highest International Standards and addresses step number one in determining a client's risk profile.

Having determined the client's Risk Tolerance, we then move on to steps 2 and 3 which include establishing Client Needs & Objectives and the Capacity of a Client and the Investment Plan to be able to endure investment under performance & volatility. For these two steps we use the Enhance Planning Tools including the Retirement Tool and Volatility Simulator, tools which have been in use since 2006 in the hands of a group of experienced IFA's.

In partnership with 2IP and SMMI, we have built suites of Enhance Model Portfolios which are available on the following LISP Platforms; Allan Gray, Glacier, Investec & Stanlib. Having determined the Client Risk Profile, the Tool then provides the IFA and his Client with appropriate matching Investment Portfolios from which a selection can then be made. We have created the option for you to use the Glacier Shopping List funds in building a matching investment portfolio.


Enhance Investor Demo

See what Enhance Investor is all about.


Pricing & Contract

The basic monthly subscription is R1 500 per month, plus VAT. There is an initial 12 month contractual period whereafter notice of 1 calendar month is required.

The subscription includes a licence for an Advisor and 2 Assistants and includes the full suite of tools. This includes the Risk Tolerance and Enhance Planning Tools, Retirement & Volatility Simulator as well as the Portfolio Matching capability. The Tool produces comprehensive Reports which will largely satisfy your Record of Advice needs. The CRM & Database as well as the client communication functionality is also included in your basic subscription. Should you wish to add more Assistants over and above the 2 included in the monthly subscription, there will be a monthly cost of R250 per additional Assistant.

As far as third party integrations are concerned, many of the tools that we have integrated have free versions. Should you elect to subscribe for a more comprehensive version of the 3rd party tool then you will need to set up your subscription and licence with the respective providers and you will then pay them directly.

The Robo Planner / Personal Planning Portal tool is an optional activation and, should you wish to activate this resource, you will need to contact us to enable the activation and you will be billed an additional R500 per month plus VAT.

The Tool includes a Help Library which will provide users with 'How-To' Videos & manuals. The Tool is also customisable to be able to reflect your own Logo & Custom Data Fields

There is no initial setup charge. If you require your existing data to be migrated into the Enhance Investor tool, you will be quoted accordingly based on your requirements.

At this point we are only able to deal with payments via EFT. Credit Card payments and debit orders are not yet available.

Click here to download the Subscription Application form.


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Contact Form

  • Address:
    4th floor Mazars House, 197 Peter Mokaba Road (Old North Ridge), Morningside, 4001, Durban, South Africa
  • Phone:
    031 205 2496

Enhance Investor

4th floor Mazars House
197 Peter Mokaba Road (Old North Ridge)
South Africa