Building Software Advisers Use with Johan Vosloo and Arnold Hattingh

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Most advice businesses use more software than ever, yet many still struggle with messy data, poor adoption, manual work, disconnected systems and tools that do not get used properly.

In this episode of PROpulsion LIVE, Francois du Toit speaks with Johan Vosloo, CEO of Commspace and Headspace Technologies, and Arnold Hattingh, CEO and Co-founder of Clidash.

Johan brings the view of someone who has spent years building adviser software around revenue management, commission tracking, fee data, reporting and business insights.

Arnold brings the view of someone building a new AI-powered CRM for financial advisers, focused on client management, meetings, tasks, workflows and daily adviser activity.

Together, we explore what it takes to build software that financial advisers and their teams use every day.

We discuss why adviser software often fails, what advice firms misunderstand about technology, and why technically sound software is not always enough. We also look at the hidden work behind simple screens, including data, integrations, reporting, AI summaries, task management and system design.

We also talk about the role of AI in adviser software, where it can help, where advisers should be careful, and what firms need to fix before expecting AI to solve their workflow problems.

We end the conversation by looking at vibe coding and the growing ability for non-technical people to use AI to build apps, workflows and internal systems. This opens up new possibilities for advice businesses, but also raises important questions around security, client data, testing, maintenance and long-term support.

In this conversation, we cover:

* Why adviser software often fails
* The difference between software that works and software that gets used
* What advisers do not see behind simple software screens
* How AI is changing adviser technology
* Why integrations and data quality matter
* Why software implementation fails inside advice businesses
* What advice firms should know before vibe coding their own tools

Join us live on PROpulsion LIVE as we unpack what good adviser software needs, what advice firms need to do differently, and how AI is changing who can build apps and systems.

#FinancialAdviserSoftware #AdviserCRM #AdviceTech #FinancialPlanning #AIForAdvisers