Unlock smarter investment reporting with atWEALTH

Join us to discover the latest enhancements to atWEALTH, our investment reporting solution for financial advisers.

Designed to give you a consolidated view of client portfolios across your practice, atWEALTH helps you turn complex investment data into clear, actionable insights.

Turn data into clear insight.

Join us to see how atWEALTH brings your investment data to life.

Date Tue, 5 May 2026

Time 9am - 10am

Platform Microsoft Teams

What we’ll cover:

Investment overview See a consolidated view of assets under management across your practice.	Data integration Automatic data imports from multiple providers reduce admin and improve accuracy.
Client & practice insights Identify top clients, funds, and providers with clear, easy-to-use dashboards.	Reporting made simple Create flexible, professional client reports and streamline how you share them.

www.atwork.co.za | [email protected]

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