Established in 1998, the company says its solutions serve more than 5,000 users and are designed to help businesses streamline workflows, manage client relationships and grow their practices. Its tools support firms of different sizes, with customisable packages, CPD-accredited training and customer service.

The atWORK CRM system helps users manage and store client data in a paperless environment, with security practices aligned to ISO 27001:2013. Specialist solutions cover life and investment planning, assets under management, health insurance, short-term insurance, and FICA and AML compliance. Features include importing data from Astute and LISP platforms, consolidating information for client reports, monitoring compliance requirements, and keeping medical scheme rates updated.

atWORK also offers corporate solutions and integrations with third-party platforms, including financial services, e-signature and commission platforms. The company promotes a free 14-day trial, online demonstrations and support, positioning its software as an integrated way for financial practices to manage client information and day-to-day operations.