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
ready to send
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.
Client Portal
Your clients get their own secure login, branded to your firm - every policy you hold for them, a financial health score, goals and a budget planner.
Provider Applications
21 medical, gap, risk and investment applications, pre-built. Client completes and signs on their phone; the provider’s own filled PDF comes back.
Broker Consultant Quotes
Send one risk brief to as many consultants as you like. Each returns their quote on a secure link; the cheapest is flagged against the premium to beat.
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.
As an independent adviser working with a wide range of financial products and providers, the KYC Pro CRM system has been a game-changer for my practice. It allows me to seamlessly manage and keep track of both my new business and servicing processes, all in one place.
The built-in advice records, calculators, and quoting tools make managing compliance so much easier, allowing us to spend less time on administration and more time focusing on what matters most — providing the best possible advice and service to our clients.
I’ve been using KYCPro for about three months, and I can honestly say it has been life-changing for the way I manage my business.
These are incredibly demanding times for advisers, with compliance, POPIA, client expectations, service delivery and new business all requiring constant attention. Having everything on one platform has made a huge difference.
The client servicing feature is probably my favourite. Being able to track every step of a new business application, amendment, claim or service request keeps everything organised and ensures nothing gets lost.
The seamless flow from needs analysis to quotations and then ongoing client management is fantastic. To bring all of these functions together into one platform and make it so practical for advisers is a remarkable achievement.
I would highly recommend KYCPro to any adviser. I genuinely can’t imagine running my business without it now.
Run your practice properly.
Starting today.
Start with 7 days free, then R599.99/month. One advisor, unlimited clients. No setup fees. No contracts. Cancel anytime.