See your clients' full financial picture in one place
Your clients already use Aregre to take control of their money. When they connect with you, you get a single dashboard to view their finances, spot the products they need, and advise with confidence. Built for South Africa.
How Aregre works for advisors
The same platform your clients use to manage their money becomes your window into their financial lives.
Your clients join Aregre
Clients sign up and securely add their accounts, statements and balances. Aregre organises everything automatically into a clear financial profile.
They connect with you
With their consent, clients link their profile to your practice. You only ever see what they have agreed to share, fully POPIA compliant.
You advise from your dashboard
Every connected client appears in one dashboard. Review their finances, identify gaps and give advice grounded in real, up to date data.
Everything you need to manage your book
A working tool for day to day client management, not just a reporting screen.
One dashboard for every client
View and manage all your clients' financial information from a single place. No spreadsheets, no chasing statements between meetings.
Spot the products clients need
Aregre surfaces gaps in cover, savings and debt so you can see at a glance which policies or products a client may need next.
Advise with accurate data
Recommendations are only as good as the information behind them. Real income, spending and balances mean advice you can stand behind.
A tool that supports your practice
Use Aregre as the working layer for client management. Keep clients engaged with their own finances while you stay across the full picture.
Why advisors choose Aregre
Less admin, sharper advice and clients who turn up to meetings already informed.
Save time
Client data stays current automatically, so you spend less time gathering and more time advising.
Win trust
Advice backed by a client's real numbers builds confidence and stronger relationships.
Grow your book
Identify opportunities across your client base and act on them before they pass.
Stay compliant
Client consent is built in, with a clear audit trail in line with POPIA.
Ready to manage your clients in one place?
Log in to your advisor dashboard, or get in touch to bring your practice onto Aregre.