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.
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