Brenthurst Wealth vs Alphatac Advisor

The Brenthurst app is an innovative way for clientele to gain access to their Wealth Portfolios, Information about the business and stay updated on new financial trends. Brenthurst Wealth is a bespoke Financial Service Provider with a predominantly high net-worth client base, it provides comprehensive financial planning solutions regarding Investment planning, Retirement Planning, Offshore investments, Tax Planning, Estate Planning and Risk Planning. With a wide range of Qualified Financial Advisors and Planners across South Africa and Mauritius. This app grants current and prospective clientele an insight into the company and provides them an immersive and centralised location for their financial wealth planning needs. At Brenthurst we believe in Creating Wealth without borders and encouraging our clients to have a seamless way of taking care of their finances. Download the app to day and invest in tomorrow. The Brenthurst Wealth App is our new and innovative way to connect our clients to: - their Financial Portfolios - Information about our Business - Investment Reports - Upcoming Seminars and Podcasts - Articles written buy our staff - Our Branches - Testimonials - And many more…

Take your field-sales performance to the next level with Alphatac Agent App, the mobile-first CRM built for busy agents. Capture more opportunities, close deals faster, and stay motivated with gamified rewards—all from the palm of your hand. 1) Intuitive Home Dashboard • At-a-glance metrics: leads, deals won/lost, revenue breakdown • Gold-point summary: track and redeem your rewards 2) Leads & Deals Management • Create and qualify leads on the go • Move deals through custom stages with a single tap • Update statuses and revenue values in real time 3) Contacts & Downline • Maintain rich contact profiles with photos, addresses, and notes • View and manage your team or downline structure for network growth 4) Tasks, Calls & Meetings • Schedule to-dos, log call outcomes, and book meetings • Auto-reminders ensure you never miss a follow-up 5) Daily Quiz, Missions & Rewards • Quick daily quizzes to boost product knowledge • Mission challenges to earn extra gold points • Redeem points for exclusive perks and incentives 6) Leaderboard & Performance Insights • Compete on the leaderboard with colleagues • Track weekly and monthly rankings • Filter performance by date, region, or team 7) Sales Reporting • Visual charts for sales volume, pipeline health, and client engagement • Customizable filters help you uncover actionable insights 8) Featured Menus & One-Tap Actions • Core modules—Leads, Deals, Contacts, Tasks, Calls, Meetings, Schedules, Downline—are one tap away • Central “+” button for instant record creation Why Choose Alphatac Agent App? Alphatac Agent App consolidates every tool you need for field selling: Boost Productivity: Automate routine tasks and free up time for selling Enhance Engagement: Gamify learning and rewards to keep your team motivated Drive Revenue: Focus on high-value activities with clear performance metrics Stay Organized: Centralize all interactions and follow-ups in one secure platform Ready to close more deals and earn more rewards? Download Alphatac Agent App now and transform the way you sell—anytime, anywhere!