THE CRM FOR SOUTH AFRICAN FINANCIAL ADVISORS

Your clients.
Your advice.
One powerful CRM.

From the first needs analysis to the next annual review. Manage clients, compare quotes, record advice and keep service moving in one connected workspace.

Start my 7-day free trial Explore the actual CRM
✓ No card required✓ No automatic charge

Then R599.99/month if you choose to subscribe.

7
Days to make it yours.FREE TRIAL · NO CARD REQUIRED
kycpro.co.za / your workspace
DashboardYour practice, at a glance
Actual KYCPro dashboard showing client totals, new leads, overdue follow-ups, recorded investment values and provider totals. Illustrative figures.
The next conversation starts here.

Clients. Cover. Investments. Follow-ups.

CLIENT SERVICINGKeep every request movingApplications · Amendments · Claims
ANNUAL REVIEWSMake the next review countQuestionnaire · Conclusions · Signed record
ACTUAL DASHBOARD CAPTURESample advisor & illustrative figures
SCOne client. One complete file.Products · Advice · Documents · ServiceCONNECTED
Actual CRM client file with sample details, products and advice history.
BUILT AROUND
THE WAY YOU ADVISE.One advisor
Unlimited clientsOne connected workflow
From analysis to signed adviceTake a closer look

THIS IS KYC PRO

The client relationship.
And everything behind it.

A CRM is your home for client relationships. KYC Pro connects that client information to the tools you use to give advice and run your practice.

01

Know your clients

Profiles, policies, documents and advice history.

02

Shape your advice

Digital needs analyses and records of advice.

03

Compare & quote

Medical aid, gap cover, risk and investments.

04

Keep work moving

Applications, signatures, tasks and servicing.

YOUR ADVICE WORKFLOW
  1. 01Client profile
  2. 02Needs analysis
  3. 03Quote comparison
  4. 04Record of advice
  5. 05Digital signature
  6. 06Ongoing service

MEET YOUR NEXT WORKSPACE

Less guessing.
More seeing it for yourself.

Explore what you’ll actually use, from the client file to the next annual review. Choose a feature below.

01 / 08

Every client. The complete picture.

Open one client file and see their products, needs analyses, advice records, documents and service history together.

  • Products and policy details in one profile
  • Needs analyses and records of advice
  • FICA, documents, tasks and annual reviews
More about this feature Try it free for 7 days
KYC PRO / Client filesACTUAL CRM · SAMPLE DETAILS
Actual KYCPro client file showing products, needs analyses, advice records and document tabs, with sample details.
Actual product capture. Personal details replaced or removed.

Client management. Advice tools. Practice oversight. All connected.

Explore all CRM features

Client files Actual CRM · sample details

Actual KYCPro client file showing products, needs analyses, advice records and document tabs, with sample details.

TURN INFORMATION INTO A CONVERSATION

Advice tools.
Already in your CRM.

Explore financial scenarios, compare cover and put clear, branded reports in your clients’ hands.

  • Investment, retirement and savings calculations
  • Risk cover, estate costs and tax scenarios
  • Medical aid, gap cover and group comparisons
  • Branded reports to support your advice
Discover the advice toolkit
INVESTMENT GROWTH CALCULATORILLUSTRATIVE SCENARIO
Actual investment growth calculator displaying an illustrative projection chart.
From a planning scenario to a branded report.

A stronger view of your practice.

Beyond the client file, keep your book and your daily work in focus.

Investment book

See recorded policy values, providers and monthly contributions across your client book.

Explore

Commissions

Import provider statements to understand earnings, clawbacks and missing statements.

Explore

Client servicing

Track applications, amendments, claims and service requests with clear ownership.

Explore

Email campaigns

Build marketing lists and send email campaigns to your selected client groups.

Explore

YOUR NEXT 7 DAYS

Don’t just picture it.
Put it to work. Free.

Get inside KYC Pro. Add a client, explore the advice tools and see how the CRM fits the way you work.

✓ One advisor✓ Unlimited clients✓ No setup fee
7days free
Start my free trial

No card required. No automatic charge.

Then R599.99/month if you subscribe.
You choose whether to continue.See the plan & trial details ↗
IN THE WORDS OF ADVISORS

Part of their practice.
Hear why.

Created by a financial advisor. Used by advisors who understand the everyday demands of advice, administration and client service.

As an independent adviser working with a wide range of financial products and providers, the KYC Pro CRM system has been a game-changer for my practice. It allows me to seamlessly manage and keep track of both my new business and servicing processes, all in one place.

Read full testimonial

The built-in advice records, calculators, and quoting tools make managing compliance so much easier, allowing us to spend less time on administration and more time focusing on what matters most — providing the best possible advice and service to our clients.

BB
Brendon Balaram, CFP®Sweidan & Co

I’ve been using KYCPro for about three months, and I can honestly say it has been life-changing for the way I manage my business.

Read full testimonial

These are incredibly demanding times for advisers, with compliance, POPIA, client expectations, service delivery and new business all requiring constant attention. Having everything on one platform has made a huge difference.

The client servicing feature is probably my favourite. Being able to track every step of a new business application, amendment, claim or service request keeps everything organised and ensures nothing gets lost.

The seamless flow from needs analysis to quotations and then ongoing client management is fantastic. To bring all of these functions together into one platform and make it so practical for advisers is a remarkable achievement.

I would highly recommend KYCPro to any adviser. I genuinely can’t imagine running my business without it now.

ME
Mohammed Yusuf EbrahimSweidan & Co

I have been using KYC Pro as an adviser system, and after more than 15 years in the financial services industry, I can honestly say it is one of the best systems I have used.

Read full testimonial

The biggest thing for me is how simple and user-friendly it is. It isn’t complicated or overwhelming, and everything is easy to navigate. It allows me to send clients their needs analysis and access important information to ensure I am providing the correct and appropriate advice when recommending financial products.

It has taken a lot of pressure off my day-to-day work and has made things much easier for both me and my clients. There is far less paperwork, everything is online and digital, and the overall process is much quicker and more efficient.

For any advisers looking for a system that is easy to use, practical and genuinely makes your working life easier, I would highly recommend KYC Pro. It has made a big difference to the way I manage my clients and my advice process.

MV
Michael Van Der BergDirector · Sweidan & Co
BUILT FOR THE WAY YOU ADVISE

A CRM for South African financial advisors.
Your questions, answered.

Get to know the platform, the plan and how KYC Pro fits into your practice.

Talk to us about your practice
What is KYC Pro?

KYC Pro is customer relationship management (CRM) software built for financial advisors in South Africa. It connects client records, needs analyses, advice documents, quotes and ongoing service in one online platform.

Who is KYC Pro designed for?

KYC Pro supports independent financial advisors and advisory practices working under a licensed Financial Services Provider (FSP). The monthly plan covers one advisor with unlimited clients. Contact us to discuss a firm with multiple advisors.

Which advice tools are included?

Work with digital needs analyses, records of advice, medical aid and gap cover quotes, provider applications and electronic signatures. Annual reviews, investment and commission tracking, email campaigns and a branded client portal support the relationship and the practice behind it. Explore the CRM features.

Does KYC Pro track investments and commissions?

Yes. The Investment Book brings recorded policy values and monthly contributions together. Import provider commission statements to review earnings, clawbacks and missing statements. Investment values are captured by the advisor; they are not live provider feeds. Explore practice oversight.

How much does KYC Pro cost?

KYC Pro costs R599.99 per month for one advisor and unlimited clients, with no setup fee. Start with a free 7-day trial. No card is required and there is no automatic charge. After the trial, choose whether to subscribe. You can cancel your subscription from your billing page. See pricing and subscription details.

Can I import my existing client list?

Yes. Import clients from an Excel or CSV file, then add products, documents and advice history as you work. See how client management works.

Can I see the CRM before signing up?

Yes. Explore the actual CRM screens on the homepage, or arrange a demonstration. You can also try KYC Pro free for 7 days with no card required.

YOUR CLIENTS DESERVE YOUR ATTENTION.

Give your practice
the technology behind it.

7 days. Free.No card requiredStart my free trial