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 11 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
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What's in the adviser workspace

These are all live today. Tell us which ones you'd actually open.

Select as many as apply.None selected

Please pick at least one

The one that would earn its place on day one.

Please pick one

The questions that decide it

Straight answers help us more than polite ones.

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Please pick one

The one thing that would stop you today — this is what we most want to hear.

Please add a short answer

Fitting it into a real practice

Where this gets difficult in the real world.

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
Please enter your practice or business name

When suits you? Pick anything that works and we'll send an invite — no back-and-forth.

Days that work

Time of day

Please pick one

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