STRAIGHTFORWARD PRICING

Invest in your practice.
Bring it all together.

Your client relationships, advice tools and daily operations, connected in one monthly subscription. Explore free for seven days before you decide.

7 DAYS FREE · NO CARD REQUIRED

The KYC Pro plan

R599.99 / month

One advisor. Unlimited clients.
Billed monthly in South African rand.

Start my 7-day free trial

No payment today. No automatic charge.
R599.99/month after your trial if you subscribe.

A complete toolkit for your working day.

  • One advisor account with unlimited clients
  • Client profiles and your branded client portal
  • Digital needs analyses and records of advice
  • Medical aid, gap, group, risk and investment quotes
  • Provider applications and electronic signatures
  • Annual reviews, client servicing and follow-ups
  • Investment Book and advisor commission tracking
  • Email campaigns and marketing lists
  • Financial calculators and branded reports
  • Team access and document management
Explore the platform
No setup fee

Start with a clear, predictable monthly cost.

Room for every client

Keep your client relationships in one account.

Cancel anytime

Manage your subscription from your billing page.

BEFORE YOU BEGIN

The details,
made clear.

Understand the plan, payments and getting started.

Ask us a question →
When does my subscription start?

Your first seven days are free. Your paid subscription starts only when you choose to pay R599.99 through PayFast. It then renews monthly in rand. No card is required for the trial and there is no automatic charge at trial expiry.

What happens when my trial ends?

Workspace access pauses until you subscribe, while your clients, documents and records remain saved. Trial expiry has no charge or reactivation fee. One seven-day trial is available per practice. You can also contact us for a guided demonstration.

Are there any setup fees?

No. You pay the monthly subscription, with no additional setup fee.

How do I cancel?

You can manage or cancel your subscription at kycpro.co.za/billing.

Can I bring my existing clients across?

Yes. Import your client list from Excel or CSV, then build out each profile as you work.

What if our firm has multiple advisors?

This plan covers one advisor. Contact us to discuss the requirements of a firm with multiple advisors.

What support is available?

Email us for support, or ask Navi, the in-app assistant, for help finding and using KYC Pro features.

LET’S TALK ABOUT YOUR PRACTICE

See what a connected practice can look like.

Explore the platform with us and see how it fits the way you advise, organise and serve your clients.

Arrange a demonstration