Consilium 360

Operating

Financial needs analysis software that produces FAIS-compliant financial plans for South African advisers.

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About Consilium 360

Consilium 360 is a Johannesburg-based software company that builds a financial needs analysis (FNA) engine for South African financial advisers. It describes the product as built by advisers for advisers.

The platform automates compliance with the Financial Advisory and Intermediary Services (FAIS) Act and produces accurate, fully compliant financial plans in under 20 minutes. Advisers toggle only the FNA modules they need for each client, and the software handles the calculations. It also includes a CRM. Consilium 360 publishes pricing, offers a free trial and books demos through its website.

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Frequently asked about Consilium 360

Where is Consilium 360 based and when was it founded?
Consilium 360 is headquartered in Johannesburg, South Africa and was founded in 2022.
What sector is Consilium 360 in?
Consilium 360 operates in FinTech, SaaS and LegalTech.