Employee Benefits

The Cornerstone Of Financial Planning

Astute has partnered with leading Employee Benefit providers for Employee Benefits data. This partnership is in line with our collective commitment towards creating a Single-View of a person and enabling financial advisors to provide holistic financial planning services to their clients.

Employee Benefits form a pivotal part of an individual’s financial landscape, meaning that with access to EB data from a trusted source, intermediaries gain a clear understanding of their clients’ benefits and rest assured that they are leading their clients towards a sound financial planning strategy.

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Content Providers

Momentum and Sanlam

Service and Integration Options

Astute Online (AOL) Front-end as a single transaction.

Back-end integration to FNA or High-Volume integrations.

Pricing

CCP Subscription

Billed monthly in advance with a minimum of 20 transactions, excess transactions billed in arrears.

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South Africa

Monthly connection fee
R50.87

Band A
20 – 4499
R25.56

Band B
4 500 – 11 999
R20.23

Band C
12 000 – 50 000
R17.54

Band D
> 50 000
Price on application

Namibia

Monthly connection fee
R55.34

Band I
20 – 4 499
R20.23

Band J
4 500 – 11 999
R20.23

Band K
12 000 – 50 000
R17.54

Employee Benefit

Any Volume
‍R5.20
Billed from CCP Subscription, billed in arrears

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‍CCP Client Not Found (CNF)

50% of Transaction Price

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Prices Exclude VAT

Enabling financial advisors to provide holistic financial planning