Resources
Guides for running a regulated book.
Migration, compliance and day-to-day practice, written from how Valentry actually works.
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Migration6 min read
Moving your brokerage book off Zoho
How a Zoho CRM export becomes a clean Valentry book: profiling, mapping, dry runs and re-runs that correct instead of duplicate.
Read the guide
- africa-south1 · Johannesburg
Compliance5 min read ·
How Valentry handles POPIA
Where client data lives, how brokerages are kept apart, how consent is recorded and who is responsible for what.
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