Practice Management for Advisory Businesses

One Platform.
Complete Control.

Docukor brings your clients, documents, compliance, and communication into one place — built from the ground up for how advisory practices actually work.

Book a Demo See What's Included
Docukor dashboard overview

Already in Production

3,600+
Clients managed by one practice alone
600+
Clients managed by another
8–10
Advisors per team, one shared system

Already trusted by leading independent advisory practices — running real client books on Docukor today.

Financial advisory businesses don't fail from a lack of clients. They struggle because administration, compliance, and communication have never been in the same place.

The Problem

Drowning In Spreadsheets.

Client information scattered across Excel files, shared drives, and email inboxes. Finding anything takes longer than it should — and things get missed.

Disorganized spreadsheets representing scattered client data
Docukor

Your Own Database.
Migrated On Day One.

Every client in one structured, searchable place. We migrate your existing data during onboarding — you start with everything already there.

Docukor client profile screen
The Problem

WhatsApp.
Everywhere But Here.

Advisors messaging clients on personal phones. No record. No trail. No visibility. When something goes wrong, you can't prove what was said or when.

Fragmented, disconnected WhatsApp conversations
Docukor

WhatsApp,
Built Right In.

Send and receive WhatsApp messages directly inside Docukor. Every conversation timestamped and attached to the client record automatically.

Docukor WhatsApp communication centre
Docukor

Every Birthday.
One Click.

Send birthday messages to your entire client base via WhatsApp with a single click. Never miss a client's birthday again — no matter how big your book grows.

Docukor one-click birthday messaging
Docukor

Audit-Ready.
Always.

Every document, message, and interaction timestamped and stored. Tamper-proof. Access controlled by user role. When the auditor calls, you have answers in seconds — not days.

Docukor FICA compliance and document management

Platform Features

Everything Included.
Nothing Held Back.

Client Management

Complete profiles — contacts, products, policies, dependents, and full interaction history in one record.

WhatsApp Integration

Send messages inside Docukor. Every conversation logged to the client record automatically.

Document Repository

Centralised, secure storage. FICA files, policies, and disclosures — date-stamped and instantly findable.

Requirements & Tasks

Create, assign, and track client requirements through to completion. Full accountability and visibility.

Calendar & Scheduling

Advisor diaries, client appointments, and review dates managed from within the platform.

Compliance Audit Trail

Every action timestamped. Every document logged. Access controlled by role. Tamper-proof.

Reporting & Visibility

Real-time operational reporting across your entire practice. Manage and grow with confidence.

Your Own Database

A dedicated instance for your practice. Your data is never on a shared system.

Getting Started

Up And Running
In Three Steps.

1

We Migrate Your Data

Provide your existing client information in Excel or CSV format. Our team imports everything into your dedicated Docukor database during onboarding.

2

We Configure Your Platform

WhatsApp integration, user accounts, access controls, and workflows — set up and tailored to how your practice actually operates.

3

Your Team Gets To Work

Full training included. Your admin staff and advisors are confident and operational from day one — with everything already in place.

Pricing

Simple Pricing.
No Surprises.

No per-seat pricing, ever. Bring on your 3rd advisor or your 13th — your monthly cost doesn't change.

All-Inclusive Practice Plan
R10,000
Once-off setup fee
R7,000
Per month

12-month minimum  ·  All features included  ·  Your own dedicated database

What's included
Client management & full client profiles
WhatsApp integration — one-click birthday messaging
Document repository & FICA management
Requirements & task tracking
Calendar & appointment scheduling
Compliance audit trail & reporting
Your own dedicated database
Data migration & full team training
Not included

WhatsApp messaging requires your own META Business account, billed directly by Meta. We assist with the connection during onboarding.

Book a Demo

Custom requirements are quoted separately before any work begins.

Most advisory practices pay R15,000–R55,000/month for generic software that wasn't built for their industry. Docukor is purpose-built at a flat R7,000/month — no per-user fees, no surprises.

FAQ

Common Questions.

Docukor is a practice management platform built specifically for financial advisors, insurance brokerages, and advisory practices. It centralises your clients, documents, communication, compliance, and operations into one platform — purpose-built for how advisory businesses actually work.
Docukor is ideal for financial advisory practices, insurance brokerages, BlueStar practices, wealth management firms, and any compliance-driven advisory business managing a client base. It suits both independent advisors and multi-advisor practices of any size.
Yes — data migration is included in the setup process. We require your existing client data in Excel or CSV format. Our team handles the full import into your dedicated Docukor database as part of onboarding, so you start with everything already in place.
Yes. Docukor supports multiple users with role-based access controls — admin staff, advisors, and management each get appropriate visibility. Because pricing is flat, adding team members never increases your monthly cost.
WhatsApp messaging is built into Docukor via the META Business API. You'll need your own META Business account — we assist with the connection during onboarding. Once set up, all messages are sent from inside the platform and every conversation is logged automatically to the client record.
Each practice gets its own dedicated database — your data is never on a shared system with other practices. All activity is logged with timestamps, the audit trail is tamper-proof, and access is controlled by user role.
A typical implementation takes approximately two business days — covering data migration, platform configuration, WhatsApp setup, user accounts, and team training. Timeline depends on the size and complexity of your existing data.
Every Docukor implementation is a dedicated, configured instance for your specific practice — the onboarding investment is real on both sides. The 12-month minimum ensures we deliver that properly and support you through the first year. Most clients renew well beyond that.

Ready To Modernise
Your Practice?

See Docukor in action with a personalised demo built around your practice.

Book a Demo Talk to the Team