Start with a deeper understanding.
Digital needs analyses give clients a convenient way to share their information. Review their responses and build the foundation for your advice.
THE KYC PRO TOOLKIT
Your CRM.
Explore the tools inside.
Client relationships, annual reviews, quoting and practice oversight, connected in a CRM built for South African financial advisors. Move from the first client conversation to ongoing service with the tools your practice needs.
YOUR PRACTICE, CONNECTED•••
K
KYC ProThe platform behind your advice
01
Client insightProfiles & needs analyses
02
Informed adviceComparisons & calculations
03
Business in motionApplications & signatures
04
Lasting relationshipsClient portal & servicing
01 / CLIENT & PRACTICE MANAGEMENT
Stronger relationships
start with the full picture.
Know your clients in greater depth, recognise what needs attention and give your practice a clear view of the work ahead.
Dashboard
A clear perspective on your practice.
See your clients, recorded investment values and the work that needs attention. Bring new leads, follow-ups and annual reviews into focus from the start of your day.
- Assets under management and monthly contributions
- Provider totals and recent client activity
- Servicing queues, follow-ups and upcoming reviews
KYC PRO / DashboardCRM preview · Sample data
Your practice at a glance
Live totals across your clients, cover and investments — click any card to jump into the detail.
TOTAL CLIENTS128All time
NEW LEADS8In first 3 pipeline stages
OVERDUE FOLLOW-UPS3Action required
ASSETS UNDER MANAGEMENTR12 480 00024 investment accounts
MONTHLY INVESTMENT CONTRIBUTIONSR48 600/pmDebit orders across all investment accounts
PROVIDER SPLIT
Allan Gray48%
Coronation30%
Ninety One22%
🔔 RECENT ACTIVITY
AMAlex MorganReturned an annual review questionnaire — ready to reviewToday
SNSam NaidooMoved to Record of AdviceToday
📋 Client Servicing — your queue
2 on your plate · 1 unassigned
🗓️ Yearly reviews due soon
3 clients · Open Annual Reviews →
👥 Recent Clients
AMAlex MorganView profile →
SNSam NaidooView profile →
JDJamie DanielsView profile →
02 / ADVICE & NEW BUSINESS
From understanding a need
to taking the next step.
Carry client information through the advice process, with practical tools for gathering insight, comparing options and progressing applications.
Give your recommendation a clear record.
Prepare a record of advice from the completed analysis, document your recommendation and send it for electronic signature.
Medical aid
Make the comparison part of your advice.
Present medical aid options with the clarity they deserve. Compare up to four plans, with contributions and benefits alongside one another, then share a quote carrying your firm’s branding.
- Main member and dependant contributions
- Applicable late-joiner penalties
- Benefit-year comparisons saved to the client file
KYC PRO / Medical aidActual quote · Sample details
1 / 6
2026 example · Illustrates the quote format, not a current offer.
03 / DIGITAL TOOLS
Make your expertise tangible.
Keep the process moving.
Bring financial scenarios into focus and guide documents through to signature, with the supporting records kept close to your client work.
KYCSign
Professional signing. Part of your workflow.
Prepare PDFs for electronic signature without stepping away from your client work. Add the required fields, send the document and follow its progress through KYCSign.
- Signature, initial, date and supporting fields
- Signing certificates and recorded signing events
- Document fingerprints to detect changes to completed files
KYC PRO / KYCSignCRM preview · Sample data
Digital signing
Prepare documents for electronic signature, with recorded signing events and completed files.
TemplatesWrite a letterSend a document →
AWAITING SIGNATURE
0
COMPLETED
2
DRAFTS
0
Search by title, recipient or email…
AllDraftAwaiting signatureIn progressCompletedDeclinedVoidedExpired
Letter of intent
Client recipient
✓ Completed
Completed 2026/05/29
Broker appointment
Client recipient
✓ Completed
Completed 2026/05/10
A closer look at the signing record
KYCSign’s certificate records signing events, verification details and timestamps. The document fingerprint helps identify changes to a completed file.
KYC·PRO
Certificate of Completion
Tamper-evident record of an electronic signature
Investment application
Part of envelope “Investment application” · 4 pages
ENVELOPE ID
0e24-9c4b-…-961a0e
SENT
02 Jun 2026 13:16 GMT
COMPLETED
02 Jun 2026 14:03 GMT
✓ Signature chain verified · 7 cryptographically chained events · SHA-256 sealed
Signers
Client NameSIGNED
client@example.com
SIGNED
02 Jun 2026 14:03 GMT
METHOD
drawn
VERIFIED VIA
SMS OTP +27 ••• ••• ••••
DEVICE
Chrome on Android
IP
41.x.x.x
SIGNATURE
Audit Trail
04 / THE SUPPORTING CAPABILITIES
Built for the work
between meetings.
The details matter. Bring servicing, administration and everyday reference tools into the same environment as your advice.
Client service & relationshipsKeep the relationship moving between appointments.
Client Servicing
Coordinate claims, amendments and queries with assigned cases, a history of progress and updates for your clients.
Gap Claims
Give clients a direct way to submit claim details and supporting documents through a link or their portal.
Client Guides
Share product guides by email or download a copy to support your client conversations.
Birthdays & Follow-ups
Plan tasks and follow-ups, and send branded birthday emails with an optional automatic morning send.
Advice records & documentsBuild continuity from the first analysis to the supporting file.
Digital Needs Analyses
Send forms by email or WhatsApp for clients to complete and sign online, ready for your review.
Records of Advice
Use the completed needs analysis to prepare an advice record and send it for electronic signature.
FICA Requests
Request supporting documents for clients to upload directly to their file.
PDF Passwords
Add or remove PDF passwords in your browser without uploading the file.
Audit Log
Review recorded activity by user and date, with CSV export for your records.
Practice operationsGive your team structure and your records a home.
Business Register
Track products and providers across your new business cases.
Companies
Group clients by employer and view the company’s book together.
Team Access
Add assistants and administrators with access based on their role.
Import & Export
Bring your client list across from Excel or CSV and export records when you need them.
Mobile Access
Access KYC Pro on your phone or computer, with light and dark themes in the app.
Research & provider resourcesPut useful reference information within reach.
Specialist Finder
Find specialist information alongside your medical aid research.
Hospital Networks
Search hospitals by name or location and check the networks available on a plan.
Broker Resources
Find provider contacts and maintain your broker codes in one place.
Markets
Follow market data and financial news alongside your daily client work.
BRING IT ALL TOGETHER
Your expertise.
A more connected practice.
Give your client relationships, advice process and daily operations a platform built to support them.
R599.99 / month
7 days free · No card required
Then R599.99/month if you subscribe