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atWORK was founded with the purpose of building cloud-based Client solutions for financial advisors. Our first target was the health advisors market
Saambou acquires atWORK in order to provide a client management compliance solution for their independent network of advisors distributed throughout the country
Astute integration complete. atWORK becomes one of the first third-party vendors to successfully integrate with Astute electronic downloads
We are FREE!!!! Buy back and Independence from Saambou curator
Risk & Pre-Retirement planning tools added to atWORK with an emphasis on ease of use
Re-entering the independent advisor market
Metropolitan join the move to atWORK
In 2009 a pan African banking and financial services group joined atWORK to manage their advice and compliance
Retirement cash flow planning tool added for simple but powerful cash flow analyses
PPS & AON join the move to atWORK
atMOBI created to give advisors access to client data while on the road, atHOME created to enable clients to view their portfolios and documents and to update their information
atWORK iPad app
Liberty Life join the move to atWORK