Built for SA Advisors

The ultimate CRM System

KYC Pro is a CRM system built exclusively for South African financial advisors. Manage clients, send digital needs analyses via email or WhatsApp, track your advice process and complete records of advice — all in one place!

Get started — R599/moSee features
🇿🇦 Built in South Africa🔒 POPIA Ready📱 Mobile & Desktop App
kycpro.co.za / dashboard
Dashboard
Saturday, 18 April 2026
Welcome back, Sarah 👋
Financial Advisor
SW
Total Clients
1,247
All time
New Leads
8
Awaiting contact
Overdue Follow-ups
3
Action required
🎂Birthdays today! Nicole Johnson · Peter NaidooView all ›
👥 Recent Clients
View all →
JP
James Parker
2026-04-17 · Needs Analysis
Analysis Sent
MA
Michelle Adams
2026-04-16 · Needs Analysis
Analysis Sent
LD
Linda Dube
2026-04-16 · Manual
New Lead
RG
Rachel Green
2026-04-16 · Needs Analysis
Analysis Sent
Built exclusively for South Africa's best financial advisors

Not for everyone.
Just the best.

The platform South Africa's top financial advisors trust to manage clients, stay compliant, and grow.

What is KYC Pro?

Everything a financial advisor needs,
all under one roof at an affordable price.

KYC Pro is built for financial advisors — handling FAIS compliance, needs analyses, records of advice, and client management the way you actually work. Client data is pulled through into the CRM as soon as a needs analysis is completed — no double capture, no re-typing.

👥

Client Database

Capture names, IDs, contact details, occupations, addresses, companies. Import from Excel. Export when you need to.

📋

Digital Needs Analyses

Send needs analyses via email or WhatsApp. Clients fill them in online, sign electronically, and the signed PDF is back in your dashboard.

🔀

Pipeline Tracking

See every case as it moves through analysis, quote, ROA, and completion. Nothing falls through the cracks.

🎂

Birthday & Follow-up Reminders

Get notified of client birthdays and upcoming follow-ups. Send a birthday message straight from the app.

🧮

Financial Calculators

Retirement funding, investment growth, savings goals, annuities, fee impact — ready to send to your clients.

💼

Business Register

Track every product, every insurer, every stage. See active cases, quotes outstanding, and completed business at a glance.

Pipeline

Every case. Every stage. Every time.

Watch your cases flow through every stage of the advisory process — from analysis sent, to quote & advice accepted, to ROA completed.

kycpro.co.za / pipeline
🔀 Pipeline
Stage view · 9 active cases
⬛ Stage View☰ List
📤 Analysis Sent
JP
James Parker
Risk Cover
Today
MA
Michelle Adams
Medical Aid
1d ago
✅ Analysis Completed
RG
Rachel Green
Investment
2d ago
📋 Quote Provided
PN
Peter Naidoo
Gap Cover
3d ago
📝 ROA
EW
Emma Watson
Life Cover
5d ago
🏆 Completed
DC
Daniel Cole
Medical Aid
1w ago
✓
Stage & list views
Use whichever view fits your brain.
✓
One click to the client
Click a card, jump straight to their record.
✓
Auto-advances on sign
Cases move when clients sign — no manual updates.
✓
Filter by stage or product
Find exactly what you need in seconds.
Financial Calculators

Professional reports.
Ready to send.

Retirement funding, investment growth, savings goals, life annuity income, RA transfer breakeven, TFSA, and more — each calculator produces a polished, client-ready report with charts, KPIs, and plain-English insights.

Run the numbers during a meeting. Save to the client's profile, or send straight to their inbox or WhatsApp.

Retirement Funding Calculator
Prepared for James Parker · 17 April 2026
ON TRACK
Current age
38
Retirement age
65
Current savings
R 2 100 000
Monthly contribution
R 12 500
Projected at retirement
R 14.2M
in today's money
Monthly income (30 yrs)
R 68 500
real value
Funding status
108%
of target income
Projected capital growthAges 38 → 65
Projected capitalTarget
✅
Your retirement plan is on track
At your current contribution rate, you're projected to retire with 108% of your target income. A small increase to R14,000/mo would push this to 118%.
KYC
Know Your Clients
Medical Aid Needs Analysis
Client: James Parker · Date: 2026/04/17 · Status: Signed
Preferred hospitalLife Westville
Monthly budgetR 3 500
Family membersSelf + Spouse
🔒 Declaration & Signature
SIGNED
Client Signature
James Parker
Date Signed
17 April 2026
Document Audit Trail
FAIS Compliant
Document
Medical Aid Needs Analysis
Client
James Parker
Advisor
Sarah Wright
Form Completed
17 April 2026 at 14:22
Document Signed
17 April 2026 at 14:24
Signing Device
Mobile · iOS Safari
IP Address
102.140.x.x
✅
Electronically signed and verified. The signature and audit record are securely stored and cannot be altered.
FAIS Compliant

Digitally signed. Full audit trail.

Every signed needs analysis captures the client's signature, IP address, device, and timestamp — a complete audit trail that meets ECT Act and FAIS requirements.

When an auditor asks, you can show them. When a client disputes, you can prove it.

Explore every feature →

Ready to get started?

R599 per month. One advisor, unlimited clients. No setup fees, no contracts, cancel anytime.

Start now →Ask a question