Everything an SA advisor needs.
One subscription.
The platform built for South Africa's financial advisors who want to manage clients, stay compliant, and grow.
analysis forms
calculators
indexed
pre-loaded
audit retention
Everything a financial advisor needs.
Under one roof. At one price.
FAIS compliance, needs analyses, records of advice, pipeline, calculators, and client management - all working together. Client data flows from a completed needs analysis straight into the CRM. No double capture. No re-typing.
Client Database
Names, IDs, occupation, addresses, linked employers. Import from Excel, search the whole book in under a second, export anytime.
Digital Needs Analyses
Send via email or WhatsApp. Client signs on any device. Signed PDF returns to your dashboard with a full audit trail.
Pipeline Tracking
Five stages, kanban or list view. Cases advance automatically as clients sign. Nothing falls through.
Tasks & Follow-ups
Overdue, due today, upcoming, completed. Calendar view. Birthday reminders for today, this week, this month.
20+ Financial Calculators
Retirement funding, investment growth, TFSA, RA transfer breakeven, life annuity income - all client-ready.
Business Register
Track every product, every insurer, every stage. Active cases, quotes outstanding, completed business - all sortable, exportable.
From new lead to signed ROA in 5 simple steps
The KYC Pro workflow mirrors how you already advise - only faster, fully digital, and FAIS-compliant out of the box.
Your whole practice.
One scroll.
Swipe through the tools you'll use every day. Want the detail on each? See all features →
Built by an advisor.
Used by advisors.
No bloat, no enterprise jargon -
just the tools that fit how an SA advice practice actually runs.
I send a needs analysis on the way to a meeting. By the time I sit down with the client it’s done, signed, and on their file. The whole rhythm of my practice changed.
Every signed document has the IP, device and timestamp baked in. I used to dread compliance reviews. Now I almost look forward to them.
Built by someone who actually advises clients. You can tell. Every screen does what an advisor needs it to do, not what a developer thought we’d need.
Run your practice properly.
Starting today.
R599.99 per month. One advisor, unlimited clients. No setup fees. No contracts. Cancel anytime.