Compliance Built on Modern Systems. Not On Memory.
Most compliance breaks the moment one person forgets one task. We engineer the work out — so your FSP is documented, tracked, and audit-ready without manual overhead.
Supervision tracking, automated.
Every representative’s supervision events captured, timestamped, and exportable. No spreadsheets. No “I think we did that.” Documented evidence, ready for any FSCA review.
FSCA reporting on rails.
Pre-built workflows for the recurring submissions every FSP owes — CBR, COFI prep, FAIS conduct standard reporting. Trigger, review, file.
Document management that knows where everything is.
FSP licence, mandates, conflict-of-interest declarations, COI policy, complaints register, training records — all indexed, all current, all retrievable in seconds.
Representative monitoring.
New rep onboarding, fit-and-proper reviews, CPD tracking, supervision plans. Automated reminders for every recurring obligation.
Audit-ready by default.
Heinz brings 15+ years of SYSPRO ERP and EDI integration experience to the financial services space. The systems are not theoretical — they are the same kind of operational backbone that runs SA’s largest retailers.
Practical AI, not hype.
Where AI helps — summarising client interactions, drafting first-pass reports, flagging anomalies — we use it. Where it does not, we do not. Compliance is too important to outsource to a model that hallucinates.
The stack we deploy
- Custom workflow engine for FSCA reporting cadence
- Document vault with retention rules per record type
- Representative supervision tracker with automated reminders
- Lapse / persistency dashboard (PCR methodology)
- Email and WhatsApp escalation hooks
- Encrypted backups, role-based access
You do not need to understand the systems. You need them to work. That is our side of the contract.
Talk to us about systems