Every plan starts with a 30-day free trial. Simple Rand pricing, no setup fee, change or cancel anytime.
One member, up to 30 clients. Consultant access.
One member, unlimited clients, includes Revenue view.
Three seats for a small team.
Six seats — one of them free.
Eight or more seats. Priced per seat.
One member, up to 30 clients. Consultant access.
One member, unlimited clients, includes Revenue view.
Three seats for a small team.
Six seats — one of them free.
Eight or more seats. Priced per seat.
The core practice is in every plan. Seats, client limits and Revenue view are what change.
Bring your book in an afternoon
FAIS, CDD, Section 14, CPD
Nothing lapses unnoticed
Client & product exports
Ask your book anything
Data scoped to role
Every plan starts with a full 30-day trial so you can import your book and see the value first. There’s no setup fee, and you can change plans or cancel any time before the trial ends.
Basic covers one adviser and up to 30 clients, without the Revenue view. Standard removes the client limit and adds the Revenue view — premium and commission across your book. Most single advisers choose Standard.
Annual billing gives you two months free — you pay for ten months and get twelve. Toggle to Annual above to see the effective monthly price for each plan.
Yes. Move up from an individual plan to Small, Medium or Large Practice whenever you need more seats — the Large Practice plan is priced per seat for eight or more.
Prices are shown excluding VAT where applicable. Your invoice will reflect VAT according to South African tax rules.
Bring your book, invite your team, and see every renewal coming — before you pay a cent.