Good morning, Marco

Wednesday, 7 May 2025

trending_upAUM Opportunity
R12.4M
↑ +8.7% vs last 30 days
groupsActive Clients
214
↑ +6% vs last 30 days
filter_altPipeline
R24.8M
↑ +18.7% vs last 30 days
verifiedRetention
92%
↑ +4% vs last 30 days

Priority Actions

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Review investment proposal
Jacobs Family Trust
R3.2M›
Schedule quarterly review
Van der Merwe Family
R1.8M›
Follow up on pending application
Erasmus Holdings (Pty) Ltd
R2.6M›
Submit FICA documents
Mokoena Family Trust
R750K›
Prepare retirement plan update
Botha Family
R1.2M›

Pipeline by Stage

Discovery
R6.2M
Qualification
R5.1M
Proposal
R7.8M
Negotiation
R3.2M
Closed Won
R2.5M
Total: R24.8M

AUM Over Time

May '24Jul '24Sep '24Nov '24Jan '25Mar '25May '25R0MR4MR8MR12MR16M

Ranking

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