What you see
Invitations that carry your name.
Invite clients by email, one at a time or from a CSV list. The invitation names you and your practice, and you can see who has joined.
For South African financial advisers
One place to run your practice. And a portal for every client.
You get your tasks, meetings and client messages on one screen. Your clients get one safe place for their will and documents, and for the family who will need them.
Month to month. No exit fee. We onboard you by hand.
- Built around POPIA
- Every view of a client record logged
- Wills printed and witnessed, never e-signed
- Month to month, no exit fee
The product
Two portals. One relationship.
Your side runs the practice. Your client’s side keeps their family’s paperwork in order. Messages go between the two in your practice’s name.
What you see
One secure thread per client.
Every conversation with a client sits in one thread. Hand it to your assistant, or snooze it until you need it.
What your client sees
A portal that shows your client what is missing.
Every client gets a readiness score that names the gaps, with one clear next step.
What your client sees
Reminders before documents expire.
An encrypted vault in 15 categories. Clients are reminded 90, 30 and 7 days before an ID, passport or policy expires.
Day to day
The rest of your day, in the same place.
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Tasks and meetings
Tasks with due dates, for you or for your client, next to today’s meetings.
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Cover calculator
Work out a client’s cover gap in rand, with every assumption on screen.
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Your client decides who sees what
Access is given person by person, and your client can take it back.
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Family and executors
The people your client invites get their own login, and see only what was shared.
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Identity checks
Clients confirm who they are with their SA ID number and a selfie.
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A login for your assistant
Your assistant gets their own login. No shared passwords.
Wills
We will never let a client sign a will on a screen.
In South Africa a will is only valid once it is printed and signed in front of two witnesses. KeepSave drafts the will with your client, then takes them through the signing. It can happen at your office.
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01 Draft
Your client answers plain questions: who inherits, who the executor is, who looks after the children.
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02 Print
Your client downloads the will as a PDF and prints it.
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03 Sign
Your client signs in front of two witnesses.
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04 Keep
The signed copy is uploaded and held on record. A change starts a new draft.
“Preparing a pack does not make your will valid.”
How it starts
How a practice gets going.
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We set you up
We onboard your practice by hand and add your assistant.
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You invite your clients
Each client gets an email invitation that names you and your practice.
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You work from one screen
Tasks, meetings and messages, most urgent first.
Founding practices
We are taking a small number of founding practices.
Founding practices get locked founding pricing, month to month, with no exit fee. We onboard you by hand, and your feedback shapes what we build next.
- Locked founding pricing
- Month to month
- No exit fee
- Hands-on onboarding
Keeps
Hi, I’m Keeps. I help your clients keep their paperwork in order.
Questions
Answered properly.
Is a will made on KeepSave legally valid?
Only once it is printed and signed in front of two competent witnesses, as the Wills Act requires. KeepSave drafts the will and takes your client through the signing. It never lets a will be signed on a screen.
Do I have to stop using my current system?
No. Keep what you use today while you start on KeepSave. It is month to month, so there is no long contract to get out of.
Who owns the client data?
Your client does. They decide who sees what in their portal, and they can take access back at any time.
What does it cost?
We agree founding pricing with each founding practice, and it stays locked. It is month to month, with no exit fee.
How do I see it working?
Apply below. We come back to you within one business day to book a live demo.
Apply
Tell us about your practice.
It takes a minute. We come back to you within one business day.
- A conversation, not a pitch.
- We want to understand how your practice runs today.
- Nothing to cancel, nothing to install.