Financial Needs
Analysys Built by Advisors
for Advisors Consilium 360 combines speed and accuracy to deliver fully FAIS-compliant financial plans in under 20 minutes. Book a Demo Contact Us

The Ultimate South African FNA Engine.

Toggle only the modules you need for your client.
The math is done instantly, respecting the latest SARS and FAIS regulations.

Estate Duty

Accurately project CGT, executor fees, Sec 4Q deductions, and final estate liquidity shortfalls.

Life Cover

Mathematically determine exact capital requirements for death, disability, and severe illness.

Retirement & Two-Pot

Project trajectories natively integrated with the new 2024 Two-Pot retirement system rules.

Income Tax & Expenses

Calculate effective SARS tax rates, rebates, and map monthly household cash flow to the final Rand.

Investments

Project compound growth, inflation-adjusted nominal values, and product-specific yields over time.

Risk Profiling

Scientifically determine client risk tolerance and capacity to align with investment recommendations.

Generative AI
Record of Advice.

Stop typing. Start advising. Our proprietary AI reads the mathematical outputs of your completed modules and instantly drafts a comprehensive, audit-proof Record of Advice. Ready for your review and native DocuSign e-signature in seconds, not hours.

  • FAIS-Compliant formatting

  • Instant Master PDF Generation

  • Native Digital Signatures

  • Product Brochure Uploads

Frictionless architecture.

We didn’t just build another CRM. We built a high-speed analytical engine that
removes the friction between raw client data and fully compliant advice.

Hyper-Linked Intelligence.

Input data once. Our architecture instantly synchronizes your client’s profile across Estate Duty, Income Tax, and Retirement modules simultaneously. No more double-entry.

< 20 min

Average FNA Prep Time

Frictionless architecture.

We didn’t just build another CRM. We built a high-speed analytical engine that
removes the friction between raw client data and fully compliant advice.

Hyper-Linked Intelligence.

Input data once. Our architecture instantly synchronizes your client’s profile across Estate Duty, Income Tax, and Retirement modules simultaneously. No more double-entry.

< 20 min

Average FNA Prep Time

A CRM built for Wealth Management.

Generic CRMs don’t understand households, policies, or FICA requirements. Ours does.

Contact & Account Management

Get a full 360-degree view of your clients. Manage individuals or group them intuitively into Households and Corporate Entities. Bulk upload your messy legacy CSVs with our smart mapping tool.

  • Secure Document Vaulting (POPIA Compliant)

  • Log Client Meetings & Notes

  • Built-in Task Calendar

Actionable Deals & Pipelines

Close the loop between analysis and implementation. Did you identify a severe illness shortfall in the FNA module? Convert that specific advice directly into an active Deal in your pipeline with one click.

  • Track policies from proposal to payout

  • Custom visual pipeline stages

  • Automated reminders and follow-ups

Enterprise-Grade FSP Management.

Built for growing organizations. Consilium 360 allows Key Individuals to
manage multiple advisors, paraplanners, and assistants under one unified FSP umbrella.

Strict Data Silos

Implement robust role-based access control. Ensure that advisors only ever see and access their own client book, protecting organizational integrity.

Hyper-Linked Intelligence.

Firm principals get a master bird’s-eye view. Monitor total firm AUM, active deals, team productivity, and FAIS compliance status from a single screen.

Headless FNA Architecture via API.

Power your own corporate dashboards, client portals, or proprietary software with our mathematical engine. If you don’t need our front-end UI, integrate our RESTful APIs directly to perform complex Estate Duty, Two-Pot, and Tax calculations natively within your existing infrastructure.

  • 99.99% Uptime SLA

  • Comprehensive Webhook Support

  • Sub-50ms Calculation Latency

Transparent, scalable pricing.

From independent advisors to corporate FSPs, choose the tier that
matches your practice size.

Standard

Toolkit access for independent advisors and solo practitioners.

R 499

/mo

  • FNA Calculators

  • Basic PDF Reporting

  • Estate Duty Planner

  • Life Policy Planning

  • Retirement Calculations

  • Investment Calculations

  • Income Tax Calculations

  • Risk Profile

  • Two Pot System

  • Expense Calculator

  • Meeting Planner

  • Notes & Tasks

  • Document Uploads

  • CRM Hub & Directory

  • Pipeline Deals & Kanban

  • AI Record of Advice

  • Docusign Integration

  • Team Management

Premium / Pro

Full CRM + FNA pipeline tracking for growing businesses.

 

R 899

/mo

  • FNA Calculators

  • Basic PDF Reporting

  • Estate Duty Planner

  • Life Policy Planning

  • Retirement Calculations

  • Investment Calculations

  • Income Tax Calculations

  • Risk Profile

  • Two Pot System

  • Expense Calculator

  • Meeting Planner

  • Notes & Tasks

  • Document Uploads

  • CRM Hub & Directory

  • Pipeline Deals & Kanban

  • AI Record of Advice

  • Docusign Integration

  • Team Management

Enterprise Agency

Brokerages requiring team management and 2+ seats.

 

R 2100

/mo

  • 2 User Licenses Included

  • Agency Team Management

  • Parraplanner Data Access

  • All Pro CRM Features

  • All FNA Calculators

  • Priority Support

  • API Access

  • Custom White-labeling

B2B Developer API

For dev teams integrating our FNA engine into their own custom UI.

R TBC

/mo

  • Full FNA Engine Access

  • JSON Response Data

  • CRM & Client Management

  • PDF Report Generation

  • Custom Domain Routing

Ready to modernize your practice?

Stop paying for five separate tools. Consilium 360 consolidates deep analysis,
CRM, and compliance into one seamless workflow.

Would you like to get in touch with us ?

Whether you are an independent advisor looking to trial the software, or a corporate principal inquiring about enterprise rollouts and API integration, our team is ready to assist.

Email Us

sales@consilium360.co.za

Call Us

+27 84 692 3424

Headquarters

Roodepoort, JHB, South Africa

Full Name*

Phone Number*

Email*

How can we help you?