Run your whole practice from one place
Amplifi brings your clients, your pipeline, your daily activity and your commissions into a single platform — built around the products and processes South African advisors actually work with.
From first call to commission, without leaving the system
Leads arrive from your call sheet or your online business card. They become client records, move through a pipeline you control, and end up as income you can actually see — with marketing running alongside the whole time.
Capture
BMS call sheet and the online business card lead form feed straight in.
Build
Business Builder holds the client, their products and their reviews.
Process
Pipeline moves the work through stages, follow-ups and transfers.
Earn
SRS Advisor shows the commission that came out the other end.
Turn on what you need
Every module is granted per advisor or per practice — you are not paying for a suite you only half use.
Business Builder
Clients, products, PCRs and reports.
- Central client database with full profiles
- Track products and policies per client
- Generate PCRs (Personal Client Reviews)
- Reports: top AUM, will-only, zero premiums
- Automated client birthday emails
Pipeline
Track leads through to signed clients.
- Separate boards for risk, investments, transfers and servicing
- Configurable stages with automatic follow-up emails
- Tags, assignees, checklists and shared cards
- Section 12T and Section 14 transfer tracking
BMS
Your business management system.
- Daily activity captured against monthly goals
- Weekly grid and call list with CSV import
- Scheduled PDF reports and reminders
Newsletter
Signature, client list and analytics.
- Branded email signature builder
- Campaigns to your own subscriber lists
- Open and engagement analytics
- Import SRS clients as subscribers
Tools
Advisor productivity tools.
- Budget, retirement and TFSA calculators
- Compound interest and future income projections
- SA tax tables
- Branded PDF output for every tool
Online Business Card
A public profile page for the advisor.
- Shareable card with QR code
- Built-in lead form that creates pipeline cards
- Visit tracking
Amplifi'd SRS Advisor
Liberty consultant code and BPO credentials.
- Commission payslips and missed income
- Client and product sync
- Close-off calendar
Social Media
Auto-post monthly content to Facebook and Instagram.
- Scheduled monthly content
- Draft approval before anything goes out
- Facebook, Instagram and LinkedIn connections
DocComplete
Embedded DocComplete interactive site.
- Applications and documents alongside the client record
- Single sign-on from Amplifi
AdvisoryPro
Embedded AdvisoryPro advice and practice tools.
- Single sign-on from Amplifi
- Provisioned per advisor
SRS Advisor
Embedded SRS Advisor interactive site.
- Opens inside Amplifi
- No separate login to remember
BPO Lookup
Liberty policy values pulled straight from Blueprint Online.
- One-click Allowable Transfer Value and debit order lookup
- Cached policy preview per contract
- Downloadable PDF of the policy view
The three you will live in
The work actually moves
Every line of business gets its own board — risk, investments, medical gap, short-term, Section 12T and Section 14 transfers, wills and estates, servicing. Stages are yours to configure, follow-up emails fire on their own, and nothing sits forgotten because the worklist surfaces what is overdue.
- Configurable stages, locked at the ends
- Automatic stage follow-up emails
- Shared cards between advisors
- Overdue worklist and breach alerts
One client record, not five spreadsheets
Clients, the products they hold, the contract numbers, the year each was written — all in one place, with a product hierarchy that understands providers, platforms and subgroups rather than a flat list.
- Full product hierarchy per client
- PCRs and client reviews
- Top AUM, will-only and zero-premium reports
- Birthday emails that send themselves
Know where the month stands
Set monthly goals, capture activity daily, and see the week at a glance. Reports go out on a schedule so you are not the one remembering to send them.
- Daily entries against monthly goals
- Weekly activity grid
- Call list with CSV import
- Scheduled PDF reports
Connected to what you already use
Amplifi talks to the platforms and providers South African practices run on.
Built for how a practice really runs
Assistants work as the advisor
Link an assistant to one advisor or several, switch between them, and scope exactly which modules they can reach. The advisor stays in control.
Pay for the modules you use
Modules and add-ons are granted per advisor or per practice, so a one-person operation and a multi-advisor firm are not billed the same way.
Made for SA products
Liberty, INN8 and Stanlib product structures, SA tax tables, ID-number handling and South African dates and currency throughout.
See it on your own practice
Tell us a little about how you work and we will walk you through Amplifi with your kind of book in mind.