Permyssion

PERMYSSION

Use our platform to accelerate your solution development life cycle without having to worry about data privacy regulation and data security regarding your clients personal information

To discover more

API

B2B

Own your infrastructure

SaaS

B2B2c

permyssion tenant

KEY FEATURES

  • Data privacy compliance
  • Secure encrypted data storage
  • Accelerated solution development
  • Notifications framework
  • Document expiry notifications
  • Communication framework
  • Reporting/ analytics
  • Full data audit trail
  • Data sharing framework
  • Structured document management
  • Structured personal information data set
ADVISOR CONSOLE

ADVISOR CONSOLE

The 4th industrial revolution is spinning up a rapidly growing digital society in which people are more aware of what they need and who can offer this to them. Be at the forefront of this digital evolution by allowing your clients the advantage of using their personal information to their advantage within the Microsoft Azure1 environment. Our Advisor Console affords you, as a financial services professional, the ability to tap into your client base of Digital Citizens and better service your clients by understanding and managing their actual life and financial planning needs through an integrated digital platform. This is a customer centric product, which will complement your differentiated value proposition.

SaaS

B2B2c

permyssion tenant

KEY FEATURES

  • Secure, fully encrypted, certified infrastructure partner
  • Integrated Practice management (integrates with “permyssion”)
  • One view of your client
  • Life trigger notifications
  • Target audience communicator – your own client news channel
  • Debit order management
  • Client/Practice reporting & analytics
  • Digital document management
  • Leads cycle management
  • Net asset value (NAV) Reports
  • Only available in South Africa (future jurisdictions coming early 2018)
ESTATE  CONSOLE

ESTATE CONSOLE

Our Estate Console has been designed to remove friction and frustration during a time of mourning. The key bottlenecks in the conclusion of any deceased estate are the lack of information/cover and the inefficiencies in the process itself. 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