Frequently Asked Questions
20Twenty Advisor Hub
How do I access the 20Twenty Advisor Hub?
To open the Twenty20 Advisor Hub, just navigate to www.my20twenty.com in your web browser.
How do I invite clients to use the 20Twenty Mobile App?
When you add a client to 20Twenty, they will receive an email from the system with an invitation to download the App, and connect to you - its that simple!
How do I add a Lead (aka Opportunity)?
Can I assign Actions / 'To Do' items to my Team?
Yes! In the "Activities" section on the 20Twenty Broker hub (www.my20twenty.com), just click on "Add Activity", and in the "Assign To" field, choose the name of one of your team members.
Does 20Twenty integrate with my Outlook Calendar?
Not at the moment. But keep an eye on our newsletter, as we've got that function on our development roadmap.
How do I load my current clientbase (Multiple Clients) onto 20Twenty?
Select 'Clients', and then select 'Import'. Download the Template provided. Once done, save the Template, and Upload. An email invitation is automatically mailed to every Client that was uploaded.
Does 20Twenty intergrate with Astute?
We're talking! Future versions of 20Twenty may allow you to draw reports directly from Astute, but at the moment its all on you...
I am having problems with the In-App Messaging Feature. What do i do?
The best way to resolve this is to log out of the 20Twenty Broker Hub and log back in.
How Secure is my Client's Data?
We know how important it is for Client data te be kept safe and sound.
How do I Create a 20Twenty Advisor Hub Account?
To register on 20Twenty, simply navigate to https://www.my20twenty.com/.
20Twenty Client Mobile App
Why would I want to use 20Twenty?
20Twenty let's you stay on top of all your investment and insurance products by linking you directly to the advisor who advised you about the products.
How do I download the 20Twenty Mobile App?
20Twenty is available for free download from both the Apple AppStore & Goodgle Play Store:
How do i make sure i always have the latest version of the 20Twenty Mobile App?
Making sure you have the latest version of the 20Twenty Mobile App ensures that you always have access to the latest features as they become available!
How do i 'Connect' to my Financial Advisor on the 20Twenty Mobile App?
Let's help you with that:
How do i 'Chat' with my Financial Advisor on the 20Twenty Mobile App?
Chatting to your Adviser is very important. Lets get you set up:
General Ins & Outs
What is 20Twenty?
20Twenty is your leap into the Digital Age of Personal Wealth and Risk Management. Offering Advisor and Client-side Apps, 20Twenty keeps advisors and their clients in seamless contact, and offers collaboration tools to keep their investment and insurance objectives satisfied.
Advisor/Adviser vs Broker, is there a difference?
The South African Financial Services industry has a very long and complex history, which has resulted in only certain professionals being licenced to give financial.
Website Login vs Advisor Hub Login. Which login is for What?
There are currently two different logins in the 20Twenty universe, namely the login for the 20Twenty Website (www.20Twenty.life) and the login for the 20Twenty Advisor Hub (www.20Twenty.com).
Creating a profile on (we call it becoming a 'Site Member') and loging into your porfile on the 20Twenty Website (www.20Twenty.life) is the key to accessing all the great enhanced support features available to users of 20Twenty. This profile makes communication with the 20Twenty team much easier and gives you the ability to contribute to the users forum.
In short this is your 20Twnety 'support' and communal area login.
The 20Twenty Advisor Hub is the business end of 20Twenty. Logging into this is how you access your 20Twenty Advisor Hub from where you manage you business. Only you and the people in you team have access to your Advisor Hub, meaning you cannot interact with the 20Twenty support team or the rest of the 20Twenty user community from here (unless one of your clients is a 20Twenty 'Advisor' and you are chatting to them in an advice giving capacity).
Login details (usernames & passwords) for both the 20Twenty website and 20Twenty Advisor Hub can be the same, though we would recommend that you create different password for each, just for some added security.
Some Broker Hub Terminology
What is a 'Client'?
A Client is an individual to whom a Advisor provides Financial or Intermediary Services.
An Advisor can load a Client onto their 20Twenty Broker Hub to connect & collaborate with the Client via the 20Twenty Client Mobile App.
What in an 'Activity'?
An Activity is any 'To Do' action that can be done by an Advisor, a member of their Sales Team or Admin Staff.
What is an 'Opportunity'?
An Opportunity to an Advisor means any potential sale or business that can be expected to fall into the Advisors business pipeline & generate an income. This can cover both New Business and Servicing of current Clients & is linked to the specific Client an Advisor has loaded on 20Twenty.
What is a 'Campaign'?
A Campaign is a 'Sales Drive' or Advertising form the Advisor to their Clients. 20Twenty gives the Advsior the ability to launch this directly to the Client by making used of the In-App chat function or conventional email.
What is a 'Advisor'?
This is you!
An Advisor is an individual that renders Financial or Indermediary Services.