One link onboards the client. AI drafts the Record of Advice. You approve every word.
One link. Your client signs the disclosure letter, answers the guided fact find one question at a time and sends ID and FICA, on their phone or tablet. Each year the review is the same steps, with what you already have filled in.
See pricingCover gaps for life, disability, dread illness and income protection, and where every rand of their month goes, drawn from the client's own figures. A two-page PDF to send once you approve it.
See pricingA paraplanner costs about R350 an hour. Tallify Plus is R1 199 per adviser a month for up to 200 client onboardings and reviews, each draft about 15 minutes from a completed fact find. Move the slider to the hours your practice spends.
At 20 hours a month a paraplanner costs R7 000. Tallify Plus costs R1 199 a month. You save R5 801 a month.
A paraplanner at about R350 an hour; Tallify Plus at R1 199 per adviser a month (every plan on the pricing page). Either way the adviser still reviews and signs every Record of Advice.
Each intelligence has its own inputs, its own registers and its own job.
Turn the client's completed fact find into a Record of Advice and needs analysis structured to the Code, ready for the adviser to review and sign. Notes, photos and documents work too, through the assisted channel, with every figure checked.
| Client | Type | Gap |
|---|---|---|
| Thulani P. | Life | R 3.8m |
| Samantha Z. | Disability | R 2.1m |
| Naledi M. | Income | R 22k pm |
| Deon K. | Life | Covered |
| Pieter v. | Severe illness | R 1.0m |
Every holding checked every day for fund movements, and every client's cover checked every week for policies that lapsed or were reduced, with a briefing on what changed.
The fund moved 4.2% this week, within the range we planned for. No action is needed now.
A factual note on this week's movement in the Balanced Fund, for a client who has consented to updates.
Review meeting confirmed for Thursday at 10:00.
Replies to client emails, review reminders, birthday messages and market updates drafted in the adviser's name, held in an approval queue, and sent only when a named adviser approves. Consent is required for every update the practice starts.
Send a new client one link from the console. Get the Record of Advice and needs analysis back to review and sign, and approve every drafted client message before it goes.
Explore AIStart from a structured draft with every assumption stated, instead of a blank template. Check the flags, tighten the recommendation, file it.
See how it worksEvery record to section 9. Every version kept. Every approval and change logged with who did it and when.
Explore complianceKnow which clients have a cover gap, which funds moved, who is still onboarding and what is waiting for a signature. Priced per adviser, from R799 a month; paraplanners, administrators and compliance users cost nothing extra.
Explore BIRun the registers, users and roles from one console. Upload signed documents. Delete what should not be there.
Read the FAQClient data passes through three layers of protection before a draft reaches an adviser, and a fourth before a drafted message reaches a client.
Records, documents and search stay in South Africa, in a separate installation with its own database, backups and sign-in.
Names, ID numbers and contact details are removed on the practice's server by code, and a fail-closed check stops any request that still carries them. Claude reads only the de-identified facts, with no training on your data.
By default every drafted client message waits for a named adviser's approval, and every draft, approval and change is logged with who and when.
What a practice can measure on its own book during the free trial.
Read the FAQNineteen questions advisers ask before a trial, answered straight.
We hop on a call and map out your process. Your Tallify is live in 1 to 2 business days, set up like your practice, and the first seven days are free. Then from R799 per adviser a month, with unlimited clients and office staff and no setup fee. See pricing.
Or email michael@tallify.co.za. No newsletter, no follow-up sequence you did not ask for.
