my permission - white@4x-8

We believe in a world where people own and control their data, and connect with trusted partners, so they can make better decisions and protect themselves and their loved ones from unnecessary cost and risk.

To discover more

API

B2B

Own your infrastructure

SaaS

B2B2c

permyssion tenant

KEY FEATURES

  • One view of your digital life
  • Net Asset Value summary
  • Stuctured data set
  • Document management (Library)
  • Document expiry notifications
  • Profile Snapshot
  • Sharing and Linking with trusted partners
  • Contacts management
  • Link Banking and Investment accounts
    Visit permyssion for more
ADVISOR CONSOLE

ADVISOR CONSOLE

The Advisor Console enables integrated financial service providers to better serve their clients and grow their business.

SaaS

B2B2c

permyssion tenant

KEY FEATURES

  • Secure, fully encrypted, certified infrastructure partner
  • Integrated information management (integrates with “permyssion”)
  • One view of your client
  • Life trigger notifications
  • Client/Practice reporting & analytics
  • Digital document management
  • Leads cycle management
  • Net asset value (NAV) Reports
ESTATE  CONSOLE

ESTATE CONSOLE

The Estate Console integrates data from the client’s “permyssion” profile, placing the Executor of the Estate on the front foot with relevant and complete information. The Executor now has the ability to execute all the necessary tasks, lodge forms and required documents through the automated data flow, while supplementing new information where necessary.

SaaS

B2B2c

permyssion tenant

KEY FEATURES

  • Secure, fully encrypted, certified infrastructure partner
  • Dashboard: practice analysis / analytics
  • Personnel management
  • Document management
  • Automated data flow – required forms
  • Automated processing
  • Structured progress mapping / milestones
  • Liquidation & Distribution calculations
  • Archiving
  • Only available in South Africa