When it's their money, waiting feels like risk
CaseTrack gives every client a live tracker for their onboarding, applications and portfolio changes — the stage it's at, what happens next, and a secure line to your practice. Fewer anxious calls, more time advising.
- FICA-ready
- POPIA compliant
- No card required
CLIENT · WM-2024-087
R. Pillay — Retirement annuity
Onboarding
Mandate signed · 12 Mar
FICA verification
Documents cleared · 28 Mar
Portfolio setupNow
With the fund manager · updated today
Under advice
First review scheduled
Annual review
Performance & rebalancing
Client notified the moment this stage changed.
Nothing erodes trust in a money relationship like silence
A transfer takes days, an application takes weeks, and the client can't see either — so every quiet stretch reads as something gone wrong with their money. They phone. Your team stops advising to repeat a status that hasn't changed, and the anxiety returns with the next gap.
- "Where is my money?" — the call that interrupts every advice session
- "Any news on my application?" repeated to providers, then to you
- Onboarding stalls while FICA documents bounce over email
- Portfolio changes clients only hear about at the annual review
- A fiduciary relationship run over WhatsApp, with no audit trail
Placeholder: a financial advisor mid-phone-call, markets on one screen and an inbox of client queries on the other — convey advising time lost to status calls.
You update the file once. Your client sees it instantly.
Your practice works in the dashboard. The client watches the same file move in their app — no anxious call required.
What you manage
Practice dashboard · Web
CaseTrack practice dashboard: client files with pipeline stages and activity feed.
What they see
Client app · Mobile
CaseTrack client mobile app: live tracker for an application in progress.
Illustrative interfaces recreated from the live product — real screenshots replace these before launch.
Built for the way a practice actually runs
Every capability is scoped to the client file, logged for compliance, and safe to put in front of the person whose money it is.
Application & file tracking
Onboarding, FICA, provider processing, payout — your pipeline, visible to the client at the stage it's actually on.
Secure client messaging
Every conversation belongs to a file and stays on record. No more advice scattered across WhatsApp and personal email.
FICA-compliant document collection
Request IDs, proof of residence and bank statements. Clients upload once, encrypted, straight onto their file.
Milestone notifications
Funds received, application approved, portfolio rebalanced — the client is told the moment it happens, by you.
POPIA-grade confidentiality
Role-based access, per-file permissions and a full audit trail. Clients see their own affairs and nothing else.
Advice hours, recovered
Fewer status calls means your advisors spend the day advising instead of narrating provider queues.
Whatever you run for a client, they can watch it move
Every service line has its own pipeline. Configure the stages once, and each engagement gets a tracker your clients understand.
Onboarding & FICA/KYC
New clients see verification, risk profiling and mandate sign-off clear one by one — instead of wondering why investing hasn't started.
Investment portfolio reviews
Annual and ad-hoc reviews tracked from data gathering to signed record of advice, with the client watching each step.
Retirement & annuity applications
Provider queues are invisible to clients. Show the application moving — submitted, processing, approved, funded.
Estate & trust structuring
Wills, trusts and beneficiary nominations take months of back-and-forth. Families follow the structure taking shape.
Insurance & policy applications
Underwriting is a black box to clients. Track medicals, requirements and acceptance until the policy is in force.
Offshore transfers
Tax clearance, SARB approval, conversion, settlement — the anxious ones, tracked at every gate until funds land.
Plans that scale with your practice
Simple monthly pricing in Rands. No setup fees. Cancel anytime.
Starter
For independent advisors getting started.
- Up to 50 active client files
- Client tracking portal
- Secure messaging
- FICA document collection
- Email support
Professional
For growing practices that want the full client experience.
- Up to 250 active client files
- Everything in Starter
- Milestone notifications
- Custom practice branding
- Roles & file permissions
- Priority support
Enterprise
For established practices with high client volumes.
- Unlimited client files
- Everything in Professional
- Dedicated success manager
- SSO & advanced security
- API & practice-system integrations
- SLA-backed uptime
Advisors who stopped narrating provider queues
Placeholder testimonial — a practice principal on the drop in status calls and the lift in client confidence after rolling out CaseTrack.
Placeholder testimonial — a paraplanner on how much admin time CaseTrack gave back to the team each week.
Placeholder testimonial — a client on the reassurance of watching their retirement application progress in real time.
Testimonials are placeholders — swap in real client quotes and headshots.
Their money. Their biggest worry. Show them it's moving.
Give every client a live view of their file — and give your advisors their day back.