For financial advisors

Policies don't issue until the documents arrive. So neither does your commission.

Facto.Hub is the single platform that manages your client relationships, collects their documents, and gets your policies submission-ready — so the only thing waiting on your commission is the provider.

Request early access No commitment. Takes 60 seconds.
2.5 mo
average time from financial planning to commission received
FSP advisor interviews
Every day
advisors described chasing the same client documents repeatedly
FSP advisor interviews
4+
separate tools the average advisor uses to manage one client
FSP advisor interviews

What advisors told us

"If the policy is an issue and someone's family depends on the money, you're going to court, you're going to the ombudsman. No one else."

— Financial advisor, 6 years in practice

"The average advisor takes 2 to 2.5 months from when I do the planning till I see flows coming in. The data we receive is about 3 to 4 weeks delayed."

— Senior licensee supporting 2,500+ advisors

"There's not really anything helping the advisors with it — it's more of a tracker than anything else."

— Senior licensee supporting 2,500+ advisors, on existing tools

What Facto.Hub is

👥
Client CRM
Manage every client relationship in one place. Communication, history, and status — always current, always accessible.
📄
Document platform
Clients upload securely via link — no app, no login. Multiple upload options. Automated reminders do the chasing so you don't have to.
✅
Policy submission
Documents packaged into submission-ready packs, formatted to FSCA requirements — ready for you to submit to any provider.

One platform. No more switching between tools. Replace the WhatsApp threads, email chains, spreadsheets, and separate e-sign tools with a single secure cloud platform built specifically for South African FSP practices.

How it works

1

Link your client to your practice on Facto.Hub

After your first meeting, your client is added to the platform. They receive a secure link — no app download, no account needed on their side.

2

The platform collects their documents automatically

Clients upload via phone, email, or WhatsApp — whichever works for them. Automated reminders follow up until everything is received. You stop chasing.

3

Receive a submission-ready pack

Documents are verified, organised, and packaged to FSCA requirements — ready to submit to Momentum, Sanlam, Discovery, or any provider you work with.

4

Manage the relationship end to end

Every client interaction, document, and policy status lives in one place. Always know where each case stands without switching between tools to find out.

✓ Built for FSCA compliance and fully POPIA-aligned. Client data is stored securely in the cloud and handled in accordance with South African data protection law. Your compliance officer can review our data handling policy before you go live.

You're on the list.

We'll be in touch within 48 hours. Know another advisor waiting too long for documents and commission?