• AVALON FINANCIAL PLANNING PLATFORM

    Begin with the end
    in mind...

    Avalon empowers financial planners to help their clients
    make better financial decisions. A game changer.
    The NEXT in financial planning

    Go to Avalon
  • CONSULTING SERVICES

    Placing the experts in
    your corner

    We assist financial advisers in landing the complex deals in high
    value markets with highly customised advice, legal consulting
    and para-planning support to financial advisers

    Contact Us
  • ROBO ADVISER

    Robo Adviser Solutions
    for tomorrow

    Allegiance has designed and engineered robo advisers
    for corporate clients. It provides clients with the ability to
    connect to their clients with a robo adviser

    Contact Us
  • AVALON FINANCIAL SUITE
    Begin with the end
    in mind...

Same team. Same values.

Same commitment to our clients.

We've leveraged our strong financial engineering capability and our acute understanding of the financial planning and compliance landscape to scale authentic and reliable advice with technology

World Class API

Avalon Financial Planning Platform can process over 5 million Financial Needs Analysis per day

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An intelligent planning platform driven by the latest Financial Artificial Intelligence (FAI™) and data science research

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Avalon is a goal-based holistic financial advice platform grounded in deep financial engineering, facilitates co-planning and solves an OMNI-channel engagement

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Our highly qualified legal consultants can assist with financial planning services through estate planning to business assurance and wealth structuring

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Start a journey in a hyper-fast planning interface and seamlessly escalate to advanced financial lifestyle planning or estate planning

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Allegiance is a registered CPD provider, providing relevant and empowering training with CPD points

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AVALON FINANCIAL PLANNING PLATFORM Better Financial Decisions​

Avalon is a single advice platform that empowers financial advisers to help their clients make better financial decisions

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ROBO ADVISOR Robo Adviser as a Channel​

The robo adviser allows for a client to engage on their own terms and at their own pace with a product provider

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CONSULTING SERVICES Intelligent Fund Selection​

Allegiance together with the client co-created an outcomes-based investment toolset

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CONSULTING SERVICES Training Management & Tracking

Allegiance revolutionized a complex methodology into an user friendly system for tracking and management of training in various industries

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Service the industry

Talk to us

Tel: (012) 360 0040      info@allegiance.co.za

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