We’ve Got Pedigree
AdvisorZone is proudly brought to you by Juggernaut Solutions, an innovative South African business solutions provider.
The financial planning landscape has evolved significantly over the past 20 years with technology being a game changer for the industry. Compliance and administration burdens have impacted advisors significantly where it is has been confirmed by international research that advisors spend less than 15% of their time in front of clients.
Digital transformation and customer engagement are present themes in the market and the technology landscape available to consumers specifically for small to medium business has become a maze of selection often with the wrong route being chosen at massive expense due to not having true inhouse IT skills.
Frequently Asked Questions
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What do I need to be able to use AdvisorZone?
An electronic device with a browser and internet access.
How does subscriptions to AdvisorZone work?
To purchase any of our products, one must first register and create a profile. Once your profile has been created you may purchase products / or subscriptions which will last the length of your purchased offering.
How does payments for AdvisorZone work?
When you select a package or element of advisor zone, you can add it to your virtual cart and pay immediately through our secure payment gateway.
Why do I only have access to some sections of my AdvisorZone portal?
Access is granted according to your subscription, check your account details in your order history.
What security systems are in place to guarantee privacy?
In terms of your use of the AdvisorZone website:
Your privacy is very important to us. AdvisorZone strictly adheres to the stipulations of the Protection of Personal Information Act (POPIA) and our own Privacy Policy.
In terms of Products and Services:
Your personally identifiable information will never be traded, sold or shared except with our mandated service providers insofar as it’s needed for the delivery of products or services you purchase or subscribe to. Our service providers have their own security measures and privacy policies in place.
Can you help verify the identity of my remote individual clients?
Yes,
In today’s digital world it is not uncommon to build business relationships with individuals you may never physically meet in person. Therefore, we provide you with the tools needed to verify your clients’ identity accurately along with a tool set which allows your client to complete and accurate identification verification.
With this is mind AdvisorZone was established and in so doing several other channels and scenarios presented themselves. Founded in 2020, AdvisorZone is the brainchild of industry leaders who saw a gap in the market to not only streamline business but also provide solutions which would increase the efficiency of all independent financial advisors. Having accumulated 150+ years of experience between themselves in financial services and the technology sector it made sense for the founders to converge financial services through technology by applying their wealth of accumulated IT, Telecommunications and Financial Services experience.
AdvisorZone focuses on providing its customers with solutions structured to greatly enhance business processes and assist with the strain associated with everyday business. The solutions range comprises infrastructure, communications, digital transformation, digital marketing, and professional services.
AdvisorZone is really great. Their awesome products and services have helped to propel our business to new heights and for the first time we feel that we’re not in this industry on our own. Kudos to the very helpful support staff who are friendly, capable and always willing to lend a hand.
AdvisorZone is cool. Their awesome products and services have helped to propel our business to new heights and for the first time we feel that we’re not in this industry on our own. Kudos to the very helpful support staff who are friendly, capable and always willing to lend a hand.