One plan. Everything included.
No setup fees. No contracts. No hidden costs. Cancel anytime.
- ✓Unlimited clients
- ✓All needs analysis forms (Medical Aid, Gap Cover, Risk, Investment, Short Term, Funeral, Bond, Wills & Trusts)
- ✓Digital signatures with full audit trail
- ✓Pipeline & business register
- ✓Birthday & follow-up reminders
- ✓All financial calculators
- ✓Email & WhatsApp delivery to clients
- ✓Document storage per client
- ✓Mobile & desktop access
- ✓Data import & export
- ✓POPIA & FAIS compliance
- ✓Free updates — new features added regularly
Common questions
Is there a free trial?+
No free trial. Our pricing is kept low enough that the cost is a non-issue, and it means everyone who joins is a serious advisor committed to running their practice properly.
Do you have a setup fee?+
No. Just R599 per month, starting from day one.
Can I cancel anytime?+
Yes. No contracts, no notice periods. Cancel from your account and you won't be billed again.
Can I import my existing clients?+
Yes — import from Excel or CSV in one click. Your existing book is in KYC Pro within minutes.
What about multi-advisor firms?+
KYC Pro is currently optimised for single advisors. If you're a larger firm, get in touch via the contact page and we'll discuss options.
Where is my data stored?+
On secure cloud infrastructure hosted on servers trusted by thousands of businesses worldwide. All data is encrypted in transit and at rest. We're POPIA compliant and you can export or delete your data at any time.
What payment methods are accepted?+
All major South African debit and credit cards, plus EFT. Billing is monthly in ZAR.
Do you offer support?+
Yes — email support. We aim to respond within one business day.
Still have questions?
Get in touch — we're happy to show you around or answer anything specific.
Contact us →