Better client servicing

21 May 2026 | People and Companies | Events | atWORK

Less admin. Better client servicing with Queries

atWORK is advisor software designed to help financial advisors and their teams manage client servicing and practice administration more effectively.

Queries helps practices manage client servicing actions, follow-ups, reminders and accountability in one connected environment.

atWEALTH dashboard showing consolidated assets under management

Smarter servicing starts here

A smarter way to manage client follow-ups, reminders and admin.

Date
Tue, 26 May 2026

Time
9am - 10am

Platform
Microsoft Teams

REGISTER HERE

What we’ll cover:

Manage client servicing effectively Manage ongoing servicing requests, follow-ups and responsibilities in a more structured way.	Better visibility across your practice Track actions, reminders, D-Days and responsibilities across your practice.
Modern technology See how the latest version of atWORK supports a more connected and efficient way of working.	Practical examples & Q&A See how practices are using Queries day to day and ask questions in real time.

www.atwork.co.za | [email protected]

BOOK A DEMO

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

View the Results