1
Onboarding takes weeks
FICA, needs analyses and records of advice bounce around by email.
Financial Growth OS
More clients. Less admin.
Digital FICA and onboarding, a client document portal, annual review automation and FAIS-aware communication.
- From R249/month
- Live in 24 h or month 1 free
- 30-day money-back guarantee
- POPIA-aligned
Sound familiar?
What holds financial advisers, brokers and accountants back
2
Annual reviews get missed
Without reminders, reviews slip and clients drift to another adviser.
3
Compliance makes you cautious
Advertising rules under FAIS make it easier to say nothing than to market well.
Financial Growth OS™ modules
8 modules. One system. Run for you.
Digital FICA + onboarding
Secure upload of ID, proof of address and needs-analysis forms.
Client document portal
Policies, statements and records of advice in one encrypted place.
AI lead qualifier
Asks the right questions and books a discovery meeting.
Annual review automation
Review invitations, reminders and booking without manual chasing.
Compliance-friendly comms
Templates carry your FSP number and required disclosures.
Book dashboard
Clients, reviews due and revenue by product line.
POPIA + FAIS aware
Consent capture and an approval step before anything is published.
Adviser website
Clear services, licence categories and disclosures, mobile-first.
Compliance built in
Marketing that respects your regulator
We write and check every page against the rules below before it goes live, and you sign it off. Uncertain points are flagged for a specialist, never guessed.
South Africa: FSCA
[REVIEW NEEDED BY FAIS compliance officer]- Adverts must be approved through documented procedures by a key individual (or senior delegate) and withdrawn or corrected if non-compliant. Source: FAIS General Code s14(2)
- Adverts must be factually correct, balanced and not misleading; statistics and awards need source and date; key charges and limitations must be stated; no false urgency; nothing 'free' if the client pays indirectly. Source: s14(3)
- No disparaging of competitors; the provider or product supplier must be named clearly. Source: s14(4)-(5)
- Keep advert records for 5 years, no negative-option marketing, and offer an opt-out on electronic adverts. Source: s14(7)-(9)
- State that you are a licensed financial services provider. Source: FAIS Act s8 (subsection not verified)
Insurance products also fall under the Policyholder Protection Rules (Rule 10, advertising), not yet verified by us.
Summary for marketing purposes only, not legal advice. Rules change: we check copy against the current source before publishing, and you approve every page.
Pricing
Open prices. Buy online today.
Answer 10 questions, pay, and your site is live within 24 hours, or your first month is free. 30-day money-back guarantee.
Financial Growth OS™
Financial Growth OS Starter
Your growth system, configured for your sector.
R4,499/month
month-to-month, cancel anytime - no setup fee
Founders: R3,149/month for 12 months
Best for: Independent advisers and brokers
- Website Business with sector pages and regulator-aware copy
- Branded CRM with your sector pipeline
- Digital onboarding and FICA document requests
- Client document portal
- Annual review automation
- + 2 more
Start 14-day free trialQuestions? Book a 15-min call
14 days free, then R4,499/month. Cancel before day 14, pay nothing.
Financial Growth OS Pro
Inbound leads, AI follow-up and a full pipeline.
R11,999/month
month-to-month, cancel anytime - no setup fee
Founders: R8,399/month for 12 months
Best for: Advice practices and accounting firms
- Everything in Starter
- AI lead qualifier
- Compliance-friendly comms templates (FAIS-aware)
- AI receptionist (WhatsApp, web chat)
- Local SEO + 4 articles a month
- + 2 more
Start 14-day free trialQuestions? Book a 15-min call
14 days free, then R11,999/month. Cancel before day 14, pay nothing.
Financial Growth OS Group
A growth department for the whole firm.
R26,999/month
3-month minimum term - no setup fee
Founders: R18,899/month for 12 months
Best for: Multi-adviser practices
- Everything in Pro, up to 5 branches or brands
- Social media: 12 posts a month
- Multi-team pipelines and dashboards
- Dedicated account team, quarterly growth review
- Microsoft 365 security baseline on request
Or start smaller
Website Business
Bookings and payments built in.
R599/month
12-month minimum term - no setup fee
Best for: Practices, salons, trades and professional firms that take bookings
- Up to 8 pages
- Online booking calendar with email reminders (WhatsApp reminders as an add-on)
- Online payments and deposits (card, instant EFT)
- Google Business Profile setup
- Basic SEO setup and monthly report
- + 2 more
RevenueOS Growth
Inbound leads every month.
R4,999/month
month-to-month, cancel anytime - no setup fee
Founders: R3,499/month for 12 months
Best for: SMEs that want steady inbound momentum
- Everything in Starter
- Lead funnels and landing pages
- Paid media management (ad spend separate)
- Local SEO + 4 blogs a month
- Reviews engine
- + 1 more
Start 14-day free trialQuestions? Book a 15-min call
14 days free, then R4,999/month. Cancel before day 14, pay nothing.
RevenueOS Professional
AI receptionist and full pipeline.
R9,999/month
month-to-month, cancel anytime - no setup fee
Founders: R6,999/month for 12 months
Best for: Multi-branch SMEs and professional firms
- Everything in Growth
- AI receptionist (WhatsApp, web chat, voice)
- Booking automation
- Sales pipeline and quotes
- Industry Growth OS snapshot
- + 1 more
Start 14-day free trialQuestions? Book a 15-min call
14 days free, then R9,999/month. Cancel before day 14, pay nothing.
Prices in rand, final (Brand Experts is not VAT-registered yet). Ad spend and third-party usage (SMS, WhatsApp, AI) billed at cost plus margin where applicable.
Hire results. Not staff.
Brand Experts vs hiring an admin assistant + marketing coordinator
The jobs that eat your week: FICA chasing, review scheduling, newsletters.
| Hire staff | Brand Experts | |
|---|---|---|
| Time to start | 4-8 weeks to recruit and train | Website live in 24 hours |
| Hours covered | Office hours, minus leave and sick days | 24/7 online enquiries and bookings |
| Cost structure | Salary, UIF, SDL, leave, equipment and recruitment | Fixed monthly fee from R599 |
| Skills | One person, one skill set | Designers, copywriters, CRM and AI specialists |
| If they leave | Start again | The system keeps running |
| Tools | Bought separately | Website, CRM, WhatsApp, reporting included |
Qualitative comparison. Employment costs vary by role and region; we do not quote salary figures here.
FAQ
Questions, answered
How fast can my Financial Growth OS go live?
Your website is live within 24 hours of your answers (or your first month is free). CRM, WhatsApp automations and the AI receptionist are switched on in the first 7 to 14 days, after a 30-minute onboarding call.
Is the copy written with FSCA / FAIS rules in mind?
Yes. Every page is written against the FSCA / FAIS advertising rules summarised on this page and flagged for your own sign-off before it goes live. You remain responsible for what is published under your name; we do not give legal or regulatory advice.
Do I need to sign a long contract?
Most monthly plans are month-to-month; any minimum term is shown on the price card before you pay. Every plan carries a 30-day money-back guarantee on the monthly fee.
Where is my client data stored?
In South Africa where possible (hosting is moving to AWS Cape Town, af-south-1). Every form has purpose-specific POPIA consent, and we sign an operator agreement with you.
Can I start small and upgrade?
Yes. Start with Website Business and move to RevenueOS or the full Growth OS when you are ready. Your site, contacts and history move with you.
Also built for
Live in 24 hours
Your financial website, live by this time tomorrow.
Answer 10 questions, pay, and your site is live within 24 hours, or your first month is free.