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  • 0860 133 441
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Graviton Practice Management

Improve the efficiency of your business

We understand the complexities of a modern advisory practice. We also understand that an efficient business model reduces cost and frees up time, enabling you to focus on your clients. With this understanding we endeavour to customise our services against the operational intricacies of your business, without compromising your independence.

Leveraging off the resources of the Sanlam group, we are uniquely positioned to pass on many of the scale-benefits we enjoy, offering our partners an institutional standard of regulatory and operational governance.

Complementing Your Business Model

We offer a range of business support services to improve your business’s efficiency and therefore, its productivity. Our services include:

  • Implemented consulting
  • Competitively priced asset management solutions
  • Wrap funds and collectives to get the best value for your clients’ money
  • Development of an exit strategy on a pre-determined multiple
  • Lead generation out of the Sanlam Group retirement funds
  • Customised marketing support for effective brand management and client retention

Business Marketing

Marketing your business effectively and clearly communicating key messages is essential in developing your identity and growing your business. Our marketing services and tools will help you create personalised and engaging communication that can:

  • Create a unique brand to attract new clients and help retain existing clients
  • Increase awareness of your area of specialisation to stand out from your competitors
  • Reduce compliance risk and meet the objectives of Treating Customers Fairly

Sanlam Life Insurance is a licensed financial service provider.
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