Unitool is the modern, independent financial needs analysis and planning tool for South African advisers. A complete analysis becomes a client-ready plan in minutes, under your own brand.
Capture the client once. Unitool works every need in one place, shows exactly where they stand, and turns it into advice you can sign the same day.
The full picture, worked together and always reconciled.
Every need becomes a three-colour ring: what is required, what is already provided, and the exact gap. The client sees where they stand at a glance.
Move the levers in front of the client, retirement age, contribution, cover, and every number recomputes from the same engine, so the plan and the summary always match.
Recommended versus accepted is captured for every need, dated, so the advice given and the client's decision are both on record. FAIS-ready.
A clean summary the client actually reads and asks to keep, ready to send. Move straight from analysis to implementation and quoting.
Runs as a desktop app that opens in its own window and works in a meeting with no signal. Sign in from any machine and pick up where you left off.
Unitool is the engine. Your client never sees "Unitool", they see your practice. Everything client-facing, the plan, the summary, the screen-share, the record of advice, carries your firm's brand.
The whole engagement, in one flow, from the first client conversation to a signed plan.
Capture the client and partner once. Unitool builds the complete position, retirement, cover, education, goals and estate, and shows every gap.
Work the plan live with the client. Accept what they take, close each gap, and the record of advice writes itself as you go.
Deliver a one-page plan in your brand, move to implementation and quoting, and sign with UniSeal, without leaving the tool.
UniSeal is our own e-signature engine, built into Unitool. Your client signs the moment the advice is done, and every signed pack is sealed with a full audit trail, in your firm's brand.
Already licensed? Sign in and open your client book. New to Unitool? Ask us for access and we will set your practice up.