Transparent, ZAR-only pricing. No hidden onboarding fees on Solo or Firm tiers. 14-day free trial — no credit card required.
For independent advisors running their own practice.
For practices with 2–25 advisors who collaborate.
White-label deployment for large firms, banks and networks.
Available on every tier. Charged monthly only when used.
Yes. Solo → Firm is a one-click upgrade in Settings → Billing. Firm → Enterprise involves a short setup window for the dedicated database and is co-ordinated by your CSM.
You get full access to your chosen tier without entering a card. We send a friendly nudge from day 10. If you don’t add a payment method, the workspace becomes read-only at day 14 and is archived after 30 days.
Yes. Solo and Firm tenants share a hardened multi-tenant database with row-level scoping by firm and Postgres Row Level Security. Enterprise tenants get a dedicated PostgreSQL instance and a dedicated R2 bucket.
A "screen" is one fund or holding evaluated by our Christian-values screening engine. Soft caps apply per tier; overage is billed at R 0.85 per screen. We will alert you well before you hit the cap.
Yes. We accept South African debit orders and EFT via Peach Payments in addition to credit cards via Stripe.