Terms of service

Privacy Policy

ClientManager Privacy Policy Introduction Welcome to the ClientManager Privacy Policy! This document explains how ClientManager (Pty) Ltd ("Service Provider," "we," "us," or "our") collects, uses, an...

Data security & privacy

ClientManager Data Security Summary Introduction At ClientManager, we understand that the security of your data is paramount. This page provides a summary of the measures we take to protect the infor...

Information Security Statement

As part of our mission to empower financial planners with intelligent, secure, and locally attuned software that simplifies practice management, enhances client relationships, and safeguards sensitive...