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Our industry-leading site aims to make transacting simpler, quicker and safer.
Watch our videos to see how to make the most of the technology on offer.
Episode 21
|
3min
05 Mar 2026
How to submit a retirement instruction
Episode 20
|
2min
23 Jan 2026
Webindexing - how to upload PDF instructions
Episode 19
|
2min
07 Jan 2026
How to update client information
Episode 18
|
3min
05 Dec 2025
How to create new business
Episode 17
|
4min
04 Dec 2025
How to capture a lead, create a quote, and initiate a new application
Episode 16
|
2min
03 Dec 2025
How to change the advisor within the same FSP
Episode 15
|
2min
01 Dec 2025
How to change your annual advice fees
Episode 14
|
4min
24 Oct 2025
How to manage your assistant's web access
Episode 13
|
5min
04 Jul 2025
Family Office fee sharing
Episode 12
|
2min
02 Jul 2025
How to make a withdrawal
Episode 11
|
4min
31 Mar 2025
How to withdraw from a pre-retirement investment
Episode 10
|
2min
30 Jan 2025
How to create Fund bundles
Episode 09
|
5min
02 Sep 2024
How to navigate the site
Episode 08
|
2min
02 Jun 2023
How to create a list of fund favourites
Episode 07
|
2min
29 May 2023
How to renew fees
Episode 06
|
2min
17 Aug 2021
How to submit a group RA contributions
Episode 05
|
3min
17 May 2021
How to onboard a new client
Episode 04
|
3min
17 May 2021
How to register for online access to your account
Episode 03
|
2min
17 May 2021
How to use digital approval
Episode 02
|
2min
17 May 2021
How to add to an investment
Episode 01
|
2min
17 May 2021
How to switch investments
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Contact us
Investor relations
South Africa
Select your role
NinetyOne
Insights
Funds
Investment platform
Sustainability
About us
Open menu
Close menu
South Africa
Select your role