Tiered Practice Packages · Dedicated Subdomains · Cancel Anytime

Supercharge Your Advisory Practice

Provide your clients with an institutional-grade sovereign digital portal under your own practice subdomain, automated policy schedule data extraction, underlying fund performance tracking, and FICA document vaults.

Dedicated Practice Subdomain Top-Tier Client Focus Cancel Anytime POPIA & FAIS Compliant Bank-Grade Encryption

Interactive Product Showcase · Real Platform Screens

Experience the Software You & Your Clients Will Use

See firsthand what makes the Sovereign Advisory Platform an indispensable competitive edge: an institutional back office for your practice, and a private wealth portal for your clients.

https://admin.yourpractice.ai-von.com/admin/clients

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Core CRM & Policy Registerhttps://admin.yourpractice.ai-von.com/admin/clients

Client Book & Policy Capacity Tracker

Manage your entire client book in one unified register. Track tier capacity in real time (e.g. 43 of 200 clients used), view aggregated retirement AUM and risk covers at a glance, and initiate client contact via WhatsApp or phone with a single click.

Live Tier Usage Indicator: See at a glance how many client slots you have remaining in your active package.

Comprehensive Wealth Aggregation: Individual client cards aggregate total retirement savings, risk cover sums, and policy counts.

Instant Actions & FICA Badging: Verified FICA badges, direct phone/WhatsApp launch, and deep-dive client profile drill-down.

Advisor Value Proposition

“No more jumping between insurer portals. All client policies, values, and FICA statuses live in one single view.”

Starter R4,999/mo · Top 50 Clients · Cancel Anytime

Every Practice Gets Separate, Isolated Subdomains

Your back office runs on admin.yourpractice.ai-von.com and clients access yourpractice.ai-von.com. Total cryptographic separation and independent databases.

Solo Advisors & Boutiques

Starter Package

Supercharge your top-tier core client book

R 4,999/ month

R100 per client / mo · Cancel anytime

Capacity: 50 active clients

Everything an independent advisor needs to provide an elite, modern digital experience to their top 50 clients.

Included capabilities:

Up to 50 active clients

Client digital portal & FICA vault

Policy schedule PDF ingestion & extraction

Live fund performance & ASISA MDDs

SARS tax deduction & TFSA calculators

Tailor-Made Company Packages

Managing more than 200 clients or operating a multi-advisor brokerage? We build bespoke packages featuring custom domain white-labeling, direct CRM back-office integrations, dedicated OCR pipelines, and volume pricing.

Detailed Package Comparison

Compare all features and capacity across Starter, Growth, Scale, and Brokerage tiers.

Features & Specifications	Starter (50)R 4,999 /mo	Growth (100)R 7,999 /mo	Scale (200)R 12,999 /mo	Brokerage (200+)Custom Quote
Capacity & Pricing
Active Client CapacityTotal active clients who have client profiles, policy records, and portal access.	50 clients	100 clients	200 clients	Unlimited / Custom
Monthly Subscription	R 4,999 pm	R 7,999 pm	R 12,999 pm	Custom Quote
Effective Cost per Client	~R100 / client	~R80 / client	~R65 / client	Volume Discount
Contract Commitment	Month-to-month, cancel anytime	Month-to-month, cancel anytime	Month-to-month, cancel anytime	Annual or bespoke
Client Portal & Vault
Client WebApp & Mobile PortalClients can access their assets, policies, investments, and wills anytime.
FICA Encrypted Document Vault
Two-Factor Authentication (TOTP 2FA)
Practice Branding on Client Portal	Standard SFP Co-brand	Practice Name & Logo	Custom Theme & Logo	Full White-Label & Custom Domain
Policy & Document Intelligence
Automated Policy Schedule IngestionExtract policy values, premiums, beneficiaries, and benefits from PDFs automatically.	Standard Queue	Fast Queue	Priority Queue	Dedicated OCR Cluster
Bulk CSV Client Importer
Holistic Form Autofill EngineAuto-fills Sanlam, Discovery, Old Mutual and provider forms in seconds.
Underlying Fund Universe & Fact Sheets (MDD)
Advisory Tools & Compliance
Financial Needs Analysis (FNA) Suite
SARS Section 11F & TFSA Tracking
Opportunity Engine (Actionable Alerts)
Commission Statement Tracking
Practice AI Copilot & Voice Briefings
Support & Onboarding
Advisor Support SLA	Email & WhatsApp	Priority WhatsApp & Call	Dedicated Practice Manager	24/7 Named SLA
Practice Onboarding Assistance	Guided Self-Service	1-on-1 Video Onboarding	Full Practice Data Migration	On-site / Custom Migration

Frequently Asked Questions

Clear answers on client capacity, billing terms, regulatory compliance, and onboarding.

How does the client count work?

Your package limit applies only to active clients on your platform who have active profiles, policy records, or portal access. Archived clients do not count toward your capacity, allowing you to maintain historical records without paying extra.

What happens if my practice reaches the 50-client limit on Starter?

You will receive a notification when you approach 80% of your quota. You can instantly upgrade from your admin settings to the Growth tier (100 clients) with one click, immediately unlocking additional capacity without any service interruption.

Can I cancel my subscription at any time?

Yes. All packages are billed on a month-to-month basis with no long-term contracts. You can cancel your subscription at any time with 30 days notice, and your data remains safely exportable.

Is client information POPIA and FAIS compliant?

Yes. The SFP Sovereign Platform is engineered specifically for South African regulatory standards. All client data, document vaults, and FNA calculations are encrypted with bank-level AES-256 protocols and stored within South African compliant data structures.

Do you offer custom pricing for large brokerage networks or franchise offices?

Yes. For broker networks with 200+ clients, multiple advisor branches, or specific back-office integration needs, we offer bespoke Corporate Packages with custom SLAs, white-labeling, and dedicated training.

Ready to Elevate Your Practice?

Get started today with our Starter package for your top 50 clients at R4,999/mo. Cancel anytime.