Pricing Illustrative
Simple pricing for every practice
Illustrative prices only — no payment is taken and nothing can be purchased in this prototype.
Client
Free
For individuals and clients invited by an advisor.
- All four calculators
- News & insights
- Client portal (invite only)
- Save scenarios on your device
Most popular
Advisor
— / seat / month
For independent advisors and planners.
- Built-in CRM: contacts, households, tasks, pipeline & workflows
- Client book & saved scenarios
- Branded PDF-style reports
- Scenario comparison
- Client portal invitations
- Example: email support
Practice & white-label
— / month, up to 5 seats
For wealth managers, banks and administrators.
- Everything in Advisor
- Custom domain & white-label
- Shared team CRM, roles and audit trail
- Embeddable calculators
- Data-feed and SSO options
Prices shown in BWP, converted from a ZAR base at an example rate. Excludes taxes.
Questions (example)
Is TopBuck financial advice?
No. The tools provide general information and illustrative projections. Advisors remain responsible for the advice they give.
Can I white-label the reports?
Yes — Advisor and Practice plans let you set your firm name, colours and disclaimers on reports.
Where is client data stored?
In this prototype, nowhere: nothing is collected. In production, the data region and hosting would follow the applicable data-protection law for each client’s country.