For professionals

Give your clients something
they’ll actually use.

KeepSave for attorneys, financial advisors, banks, and HR teams. A value-added service your clients have been waiting for.

Attorney firmsFinancial advisorsBanks & insurersHR & benefitsEstate agents
Keeps
Keeps
Fill in the form and I’ll cheer you on!
73%of SA clients expect their advisor to offer estate planning tools
70%of South Africans have no valid will
R0set-up cost for a pilot programme

Partner enquiry

Tell us about your firm and what you’re looking for. We’ll reach out within 24 hours to discuss a pilot.

About your firm
Your contact details
What are you interested in?

Select all that apply.

No commitment. We’ll follow up within 24 hours to discuss a pilot.

What you get
  • 🎨
    Branded experience
    White-label KeepSave with your firm's name and colours.
  • 🔗
    Client portal access
    Invite clients directly to their secure will journey.
  • 📊
    Usage dashboard
    See adoption rates, completed wills, and engagement.
  • 🤝
    Dedicated onboarding
    We handle setup and training for your team.
  • 💸
    Revenue share
    Earn on upgrades your referred clients make.
  • 📋
    Compliance pack
    POPIA-ready documentation and data processing agreements.
Pilot terms
  • ✓Free 60-day pilot — no cost
  • ✓Up to 50 client seats included
  • ✓No long-term contract required
  • ✓Cancel or change terms at any time
  • ✓Full data portability — your clients, your data
Questions?

Prefer to talk first? Email us directly and we’ll arrange a 20-minute call.

[email protected]