For individuals
One simple price
R200 a month or R2,000 per annum
Per user, for the complete D2L system
For corporates
Initial take on fee
And monthly maintenance fee based on a sliding scale
Note: All pricing is subject to inflation and changes based on specific juristic requirements
Features and benefits of the D2L platform
Single entry data collection and automatic form completion for trustees, advisors and members.
Fee transparency.
Member information at your fingertips through an intuitive platform.
Provides families peace of mind knowing that financial planning information is easily accessible, clear
and concise.
Research access – constantly updating and collaborating with advisor network.
Consolidated, concise, simple NAV valuation.
Easy uploading of FICA.
Retirement calculations and visual data presentation.
Automated and independent cloud - based workflow system.
Portfolio and investment tracking for all assets.
Budget capturing.
Significant time savings with automated workflows.
Document management area for compliance.
Will and croak file capturing.
Meeting minutes and actionable items reports.
Frequently asked questions
Are the D2L services available in my area?
Yes, the D2L platform is available globally
How much does the products/services cost?
See features and pricing
Are there any hidden fees?
No
How secure is the information capture on D2L?
You as the paying client own your information. D2L information and systems are wholly owned by D2L. D2L will store information only as required by legislation.
If I have a problem, how do I get help?
Your advisor is the best person to assist you. You can always send us an e-mail as well.
Can I talk to a live person, if I have questions?
Your advisor is best placed to assist you.
Who owns the information captured on the platform?
You as the paying client own your information. D2L information and systems are wholly owned by D2L. D2L will store information only as required by legislation.
Can I try out D2L before I signup?
No, see our online demo
How easy is it to cancel my account?
You pay for the account monthly, click on the cancel my subscription button and we will disable your account and stop your recurring payments. Note that abuse of the system may result in D2L blocking access.