Pricing

One plan. Everything included.

No setup fees. No contracts. No hidden costs. Cancel anytime.

For SA Advisors
R599.99/mo
One advisor, everything you need.
  • ✓Unlimited clients
  • ✓10+ digital needs analysis & application forms
  • ✓20+ built-in financial calculators
  • ✓Medical aid & gap cover quoting tools
  • ✓Hospital network finder
  • ✓Pre-loaded provider contact information
  • ✓Sales pipeline & business register
  • ✓Records of Advice with digital signature
+ 14 more included — see all features →
Get started now →
🇿🇦 Billed monthly in ZAR•📜 No contracts•✕ Cancel anytime
What you actually get

The advisor stack, replaced.
For one fixed price.

Most advisors stitch together a CRM, a calculator subscription, a signing tool, a network lookup and a compliance log. KYC Pro replaces all of it.

Typical advisor tech stack
✕Standalone CRMR750-R1,400/mo
✕Financial calculator subscriptionR250-R500/mo
✕Digital signing toolR200-R450/mo
✕Medical aid & gap cover quoting toolR150-R350/mo
✕Hospital network lookup toolR150-R300/mo
✕Compliance audit log softwareR250-R400/mo
TotalR1,750-R3,400 /mo
vs
KYC Pro
✓Everything above. One login. One bill.
TotalR599.99 /mo
Save up to R2,800/month versus a typical stack.
FAQ

Common questions

Is there a free trial?+

No free trial. The 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. If you want a walk-through before signing up, get in touch via the contact page.

Do you have a setup fee?+

No. Just R599.99 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 (Supabase) hosted on servers trusted by thousands of businesses worldwide. All data is encrypted in transit and at rest. Row-level security isolates your data from every other account. Two-Factor Authentication protects your login. POPIA compliant - you can export or delete your data at any time.

What payment methods are accepted?+

All major South African debit and credit cards. Billing is monthly in ZAR via secure card-on-file.

Do you offer support?+

Yes - email support. Response within one business day.

Still have questions?

Get in touch - we're happy to show you around or answer anything specific.

Contact us →