FINANCIAL PLANNING SYSTEMS
There is nothing like it on the market. It offers CRM, Communications Platform, and a range of financial planning software including an FNA (Financial Needs analyses), Estate Planning tool, BNA (Business Needs Analyses) and PNA (Professional Needs Analyses). Register for the Allegiance Financial planning system. Try it for free. It is industry leading.
We believe that a financial advisor / broker should focus on seeing clients. They should be knowledgeable about what they present. Allegiance has offered the Para-planning service for the past decade. We give you back your time. Para-planning is essentially a service where we offer report writing services to financial intermediaries. This helps them to increase productivity dramatically.
MY BOOK OF LIFE
My Book of Life is the collective term for the Financial Needs Analyses (FNA) and Estate Planning for individuals. It is a tool that was designed with the client in mind. By registering on the Avalon site, you can get access to a free trail. The free trail does not include the cost for hosting your mail and calendar and it does not include SMS bundles.
AVALON - We're about to change everything
Excellence is just around the corner. ITS NEW. It's happening. It will change the way you manage your clients. It will do for financial advisers that the Internet did for the rest of us. - Yes... It is that big. Avalon... because excellence is a choice.
Collaboration is the future. Avalon brings the next generation CRM to life - we call it CCRM. It will change your world, whether you are a financial intermediary, an auditor or a consultant - Avalon is for you. Avalon - only for those who refuse to accept anything but the best. - Avalon Team
Allegiance is the financial intermediary's partner when it comes to preserving, protecting, and creating wealth for their clients with advanced financial planning systems.
Do a financial needs analysis for the individual or do an advanced estate plan for an individual using Avalon: Life. It offers multiple scenarios, concurrent planning for the client and spouse. Looks at disability and retirement in the same FNA. It includes CRM, communication and more.
Reshaping the business assurance landscape
The definitive financial planning tool for the SME market.
Is it skill or is it art...
Creating wealth is a skill performed by masters of money. Protecting it is an art. The Allegiance wealth lies in its highly skilled people with expert financial knowledge in the South African market. It is our privilege to introduce Allegiance Consulting to you. We were born to consult. Our reason for existence is delivering astonishingly great products to the affluent and business markets.
Allegiance started doing business the 1st of March 1999. Our value offering is based on quality of content. We believe that the reason for our phenomenal success is a focus on our core value. We positioned ourselves in the markets to service affluent, SME and corporate markets. The focus would be to increase our clients position in the mentioned targeted markets.
Allegiance introduced the 123 of Business, an extremely successful business needs analyses system (BNA) to the market on the 1st of April 2008. It was originally delivered via Para-planning, but we believe that cloud computing is the future of software and launched the web version on the 10th of September 2009. Since then the user base exploded to +-2500 registered users at the end of 2010.
Allegiance Consulting is a company of legal & business analysts specialising in the field of financial planning that has been operating in the South African market since 1999. The focus of the company has been on the intellectual property. With experts in estate-, retirement-, and business planning, we service mainly the affluent and SME markets. We do this by supporting financial intermediaries that operate in the affluent and business markets.
Allegiance Consulting has a number of legal consultants through-out South Africa. They are experts in the art of advanced financial planning. We offer our services to the financial services industry.
What is a productive financial advisor? Productivity is that what takes us closer to our goals. Para-planning is the art of report writing. We write reports on behalf of financial advisors, assisting them to offer independent reports to clients - independent from the commission earner and the product provider.
A determined strategy to move our unstructured intellectual property built up over the decade to structured intellectual property.
Do you need a quick answer on any financial planning issue? 0861 LEGAL1 or 0861 534 251. The Allegiance Technical Centre can arrange a whole range of services to the financial intermediaries.
Allegiance Consulting have been contracted by a number of institutions since it's inception.
Allegiance Consulting deals with Corporate Clients, Intermediaries and End-user clients
We also have relationships with a number of financial services industry stakeholders.
Some of our corporate clients and stakeholders include Sanlam Life Ltd, ABSA, and others.
We work with +- 2000 brokers nationally. Some of the users to Allegiance products, services and
systems include Sanlam, ABSA, PPS, FNB, Hollard, audit firms and financial intermediaries.
We would love to talk to you and answer all of your questions
Unit 05, Equity Estate, Centurion, Charles De Gaulle Crescent, Highveld, Pretoria
Tel: (012) 360 0040
Fax: (012) 347 0354
Monday to Friday
08h00 to 16h15
We are the Market Leader in Specialised Advice to the Financial Services Industry.