We provide sound financial software solutions to exceptional financial advisors. Here is a brief insight into our history as a company.
1998

atWORK was founded with the purpose of building cloud-based Client solutions for financial advisors. Our first target was the health advisors market

2000

Saambou acquires atWORK in order to provide a client management compliance solution for their independent network of advisors distributed throughout the country

2000

Astute integration complete. atWORK becomes one of the first third-party vendors to successfully integrate with Astute electronic downloads

2003

We are FREE!!!! Buy back and Independence from Saambou curator

2004

Risk & Pre-Retirement planning tools added to atWORK with an emphasis on ease of use

2005

Re-entering the independent advisor market

2008

Metropolitan join the move to atWORK

2009

ABSA Financial Services Distribution implement atWORK for their national advisor force of over 1600 users

2009

Retirement cash flow planning tool added for simple but powerful cash flow analyses

2011

PPS & AON join the move to atWORK

2012

atMOBI created to give advisors access to client data while on the road, atHOME created to enable clients to view their portfolios and documents and to update their information

2013

atWORK iPad app

2014

Liberty Life join the move to atWORK