INTERMEDIARY • Employee Benefits

Enabling financial advisors to provide holistic financial planning

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.

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.

South Africa

Monthly connection fee
R 43.54

Band A
20 – 4499
R 21.88

Band B
4 500 – 11 999
R 17.31

Band C
12 000 – 50 000
R 14.72

Band D
>50 000
Price on application

Namibia

Monthly connection fee
R 47.36

Band I
20 – 4 499
R 17.31

Band J
4 500 – 11 999
R 17.31

Band K
12 000 – 50 000
R 14.72

Employee Benefit

Any Volume
R 4.70
Billed from CCP Subscription, billed in arrears

CCP Client Not Found (CNF)

50% of Transaction Price

Prices Exclude VAT

Create a custom package for your needs or business

Contact our team