Advisor input

Help us build KeepSave around your practice.

You know what your clients need better than we do. Tell us which features would actually save you admin, keep you top of mind, and be worth putting in front of your clients — and we'll build those first.

Watch the 2-minute demo, then tell us what you'd need.

About 2 minutes 10 questions No sales pitch

Your answers go straight to the product team and shape what we build next quarter. If you'd like to see it working, you can request a 15-minute demo at the end.

Your practice

So we can weigh your feedback against advisors like you.

Please pick one
Please pick one

Staying top of mind

The bit between one life event and the next.

They quietly driftVery easy
Please pick a rating
Please pick one

One or two lines is plenty.

Please add a short answer

What would actually help

This is the part that decides what we build first.

Select as many as apply.None selected

Please pick at least one

The one thing that isn't on that list — this is what we most want to hear.

Please add a short answer
What KeepSave does today

Where it fits into your practice

Wills in minutes, not hoursLegally compliant, created directly in the app.
A secure vault for every clientIDs, policies and documents in one safe place.
Free forever, unlimited updatesClients come back whenever life changes.
Every update is a reason to reconnectNatural openings for estate, investment and cover conversations.
No change to how you run your practiceLess admin. Stronger relationships. More referrals.
Please pick one

Last step

So we can credit your input — and show you what we build.

Please enter your name
Please enter a valid email
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We won't share your details or add you to a mailing list.

Thank you

That's exactly what we needed.

Your input goes straight into what we build next. If you asked for a demo, Bertus will be in touch to set up 15 minutes at a time that suits you.

keepsave.co.za

KeepSave for Advisors · keepsave.co.za