Hi All, I’m Dez Tswaile, Wealth Manager at Gradidge Mahura Investments (GMI) in Johannesburg, South Africa. Ex-founder of Emphasis Wealth Advisory. I work across comprehensive planning, retirement income design, and risk planning. Why I joined? I’m here to learn from real-world stacks, share what’s working in SA, and pressure-test ideas with peers and founders. What I’m working on now? - Re-platforming my advisor stack (CRM, e-signature/LOA flows, client portal, data plumbing). - AI in the workflow: meeting prep + note-taking, suitability write-ups, and compliance summarisation (FICA/AML/RMCP). - Cleaner cash-flow → CGT → drawdown modelling for at-retirement clients. - Building a lightweight ops/risk register that syncs with advice processes and file notes. - Evaluating sanctions/KYC tools + continuous monitoring that actually fits an advice practice. Resources I’d love to see? - Demos-on-demand of full client journeys (prospect → onboarding → review), including the messy middle (data import, reconciliations, exceptions). - Zapier/Make recipes for advisors (LOA chasers, tasking, review packs). - Pricing benchmarks and migration runbooks (CRM/portal/email/domain moves). - Security & compliance checklists mapped to advisor workflows. - A living library of peer tech stacks with “why we chose it” and “what we’d change”. If you’re near Joburg (or anywhere in Africa) and building in this space, I’d love to compare notes. 🚀

@Joe Moss yes, a platform our business selected. I’ve worked on it before (also at Emphasis Wealth) but eventually switched as some functions didn’t meet expectations. What it does well: the planning tools are excellent—granular calculations, solid scenario modeling, and good depth for advice work. Where it’s weaker: the CRM side isn’t as strong as I’d like—workflow/pipeline management, communication capture, integrations, and reporting required too many workarounds. Bottom line: great for planning-heavy practices; less compelling if you need a robust CRM as your central operating system.