Overview
FSPHub is a cloud-based practice management platform designed for financial service providers (FSPs) including insurance brokers, medical aid brokers, investment managers, and other financial intermediaries. The platform provides workflow automation, client management, and compliance tools to streamline operations across the African region. FSPHub serves over 3,000 users across 25+ client organizations, predominantly in South Africa, and specializes in rapid deployment with onboarding completed in 3-5 days.
The platform automates operational processes through workflow CRM, document management, email handling, bulk communications, and portfolio management. FSPHub emphasizes ease of use and regulatory compliance, particularly through KYC automation and compliance workflow integration. By consolidating practice management into a single platform, FSPHub reduces manual processes and enables brokers and advisors to focus on client service and business development.
Products & Services
FSPHub Core Platform
A cloud-based practice management solution offering comprehensive workflow automation and client management for financial intermediaries. Core features include workflow CRM, document management (via Formulate), email management, bulk communications, portfolio management, task management, SLA management, and electronic forms for streamlined client interactions and regulatory compliance.
Key Features
- Workflow CRM with single-view client management
- Document management and secure storage
- Task and SLA management
- KYC automation and due diligence integration
- Bulk communications and email management
- Portfolio management and tracking
Target Users: Insurance brokers, medical aid brokers, investment managers, financial advisors
WhatsApp Integration
Client communication tool enabling FSPs to reach and communicate with clients through WhatsApp, leveraging the widespread adoption of the messaging platform across Africa.
Key Features
- Direct client messaging
- Message templates for common communications
- Integration with client records in core platform
Target Users: Brokers and advisors managing client relationships
Formulate
Document management module providing secure document storage, organization, and control for client documentation, enabling FSPs to maintain organized records and streamline document workflows.
Key Features
- Secure document storage and versioning
- Document organization and categorization
- Integration with compliance workflows
Target Users: Compliance-focused firms, larger brokers managing high document volumes
At a Glance
- Headquarters
- Cape Town, South Africa
- Employees
- 11-50
- Funding
- Bootstrapped
Category & Focus
- Category
- Core Administration
- Subcategories
- Practice Management Workflow Automation Client Management
- Insurance Verticals
- P&C Personal P&C Commercial Group Benefits
- Target Customers
- Brokers, Agents/Agencies
Customers
- Stepp
- Overberg
- Voorpos Insurance Advisors
- Libra Brokers
- Scottfin
- Multi Insurance Brokers
- Woodland Wealth
- Proverte
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Last updated: 2026-06-15