Powering Businesses for tomorrow

Fin-tech solutions

Our platform, HiVR is a game-changing alternative tailored exclusively for Financial Advisory Practices. It’s designed to streamline your operations, enhance client relationships, and supercharge the success of your financial advisory business.

What we do

Bridging the gap between business problems and FinTech solutions

Using Zoho, we redefine what is ‘possible’ and take Advisory Practices to the next level with bespoke features and capabilities created specifically for the financial industry.

Our platform, HiVR offers and integrates the tools and information your practice needs to build client relationships, scale sustainably and achieve performance excellence. It saves you time and money, and it makes your company easier to do business with.


Generating New Ideas. Solving Big Problems.

Whether you want to build client relationships, strengthen client and team collaboration, improve overall process efficiency or increase profitability in your Advisory Practice, we can assist with it all.

Administrated Clients

Years of coding expierience

Number of Specialised Apps

Years of Industry Knowledge

Why we are different

We don’t just build digital solutions. We walk the journey with you.

The success of our clients is at the core of everything we do. We bring them into conversations about product developments, act on their behalf with integration partners and advise on opportunities for improvement.

We recognize that businesses are unique and that their needs cannot be met with prebuilt functionality. Our aim is to understand our client’s business needs and to match those needs with tailored Fintech solutions within HiVR.

We choose digital goals, in collaboration with you as we collectively focus on enabling your company, its employees, and its customers to adapt to a digital environment with ease and confidence.

Benefits of HiVR

When you choose HiVR you benefit from scalable technology that is custom built on Zoho and driven by our deep understanding of the wealth industry.


Fast-track your digital footprint with scalable technology built around your practice that allows you to personalise client engagements, whilst reducing compliance and administration overheads, without compromising quality.

Purpose Built

The objective is to provide one platform for your entire practice with customised functionality, built for your unique purposes. We can provide custom views, remove unnecessary noise, and display information, tasks, and reports, relevant to you.

Automation Driven

Process automation saves valuable time and reduces time spent collating client information, responding to feedback, and managing potential leads. Spend more time on value adding activities and less time on manually managing processes.


Go Paperless

Reduce the burden of paper-based filing systems and manage all documents in one convenient digital space, accessible from any device. Automatically attach, send and track digitally signed documents as well.

Shared Documents

Access all documents in one convenient cloud database. Locate documents easily, with the file name, keywords, location, or file type. Arrange documents in folders and access it remotely from your laptop or handheld device.


Secured Practice Data

Practice data is centralised in a secure environment, which is GDPR and POPI compliant. We provide the integration tools and connectivity that you need to excel across your practice.

Our Skills

Our team is devoted to outpacing the standard rate of innovation. Our shared knowledge and application-based experience allows us to implement creative solutions that power the future of your practice.

  • Zoho CRM – 85%
  • Zoho Sign – 90%
  • Zoho WorkDrive – 60%
  • Zoho Forms – 90%
  • Zoho Writer – 70%
  • Zoho Campaigns – 85%
  • Zoho Analytics – 90%
  • Zoho Survey – 75%