Client and policy management
Client records, policy schedules, beneficiary management, and document storage with full audit trails for FSCA compliance.
Financial Software | South Africa | FSCA Aware
Financial Software Built for South African Compliance
Client management, policy administration, commission tracking, and reporting — built for FSCA and POPIA requirements.
Solution
What we build for financial services businesses
Commission and brokerage tracking
Commission calculation, clawback tracking, split commission management, and adviser statement generation.
KYC and FICA onboarding
Structured client onboarding workflows with document collection, FICA verification checklists, and PEP/sanctions screening.
Credit and loan management
Loan application processing, credit scoring integration, instalment tracking, arrears management, and NCA-compliant documentation.
Regulatory reporting
Automated regulatory report generation for FSCA, SARB, and credit bureau submissions.
Solution
Bordales Technologies ecosystem
Web Design Pretoria
FSP websites and client-facing financial service portals.
View service ->Bordales Technologies
The parent framework. Financial technology and compliance system development.
View service ->Build your FSP system with compliance built in
We scope financial systems with your compliance officer's requirements front and centre.
FAQs
Questions you probably have.
Do you understand FSCA compliance requirements?
We have experience building systems for licensed FSPs and understand the record-keeping, audit trail, and disclosure requirements. We recommend legal review of compliance-critical workflows, but our systems are designed to support the compliance function, not complicate it.
Can you integrate with insurance product systems?
Yes. We have integrated with South African insurers' product and policy APIs including Hollard, Old Mutual intermediary systems, and short-term insurer policy portals.
Connected route
These links are chosen from the current service, keyword cluster, child-domain relationship, and parent technology platform.
Custom Software for South African Retail Businesses
Custom software for South African retailers. POS integrations, inventory management, loyalty systems, and supplier portal development.
Logistics and Fleet Management Software for South Africa
Custom logistics and fleet management software for South African transport businesses. Route optimisation, job tracking, and driver management.
Custom Healthcare Software for South African Practices
Custom healthcare software for South African practices and clinics. Patient management, billing, and clinical workflow systems.
Custom HR Systems for South African Businesses
Custom HR and payroll systems for South African businesses. Leave management, employee self-service, onboarding, and payroll integration.
Custom Software for South African NGOs and Nonprofits
Custom software for South African NGOs and nonprofits. Beneficiary management, donor tracking, grant reporting, and programme monitoring.
Custom Property Management Software for South Africa
Custom property management software for South African estate agencies, landlords, and property managers. Lettings, sales, and maintenance tracking.
Customer portal development in Pretoria for businesses that need better client interaction and tracking.
Customer portal development in Pretoria for businesses that need submissions, status tracking, document handling, and better client interaction.
Internal business systems in Pretoria for teams that need cleaner operational control.
Internal business systems in Pretoria for teams that need better workflow control, reporting, approvals, and operational visibility.