Scale your advisory practice without scaling your workload
Grow your advisory practice, improve engagement, and stay compliant with a single digital platform built to help you serve more clients without sacrificing service quality.
Why use Wealthstack's Dynamic Dashboards?
Manage
300+
clients with efficiency and dedication
Save
100's
of hours on tracking your clients' goals and next steps
Increase
2x
the revenue and enterprise value of your practice
Engagement Up
225%
with consistent and targeted communication
Struggling to engage all your clients in a meaningful way?
The industry benchmark typically involves serving around 100 clients. Engaging more than 100 clients can pose various challenges, affecting your service quality, work-life balance, and overall client satisfaction.
You might be facing some of these challenges:
Scattered Data
Your client information lives across platforms, costing you time before every meeting. Wealthstack brings investment and insurance data together in one place, giving you the full picture exactly where you need it.
Time Management
With a large client base, you might struggle to devote enough time to each client, leading to missed opportunities and poor profitability.
Personalization
Each client has unique financial goals, risk tolerances, and preferences, requiring tailored advice and strategies, which becomes hard to precisely manage at scale.
Communication
Ensuring effective communication with clients can be time-consuming and may lead to delays or generic communication strategies that don't grow your business.
Quality of Service
You may find it difficult to keep up with the detailed needs of each client, potentially leading to a one-size-fits-all approach that doesn't cater to all your clients' needs.
Onboarding & Regular Reviews
The paperwork and preparation required for onboarding new clients or regular review meetings is overwhelming when done at scale.
Scaling Business Operations
Managing client data, compliance documentation, and task tracking becomes burdensome and inefficient, diminishing the value of your practice.
Privacy and Data Security
As you take on more clients, ensuring robust systems to protect their sensitive data becomes increasingly challenging.
Integrated with over 70 investment platforms
Your dashboards update automatically through built-in integrations with investment and insurance platforms as well as everyday business tools, saving you time and manual effort. Keep working in the systems you already use, with new integrations added as advisor needs evolve.
Supercharge the Growth of Your Practice
Manual processes, documents, and dispersed information across various systems is holding you back.
Consolidate your data on one platform
We ensure that both you and your clients can consolidate all financial goals, investment accounts, insurance products and debt in one single place that is easy to use.
Make your business scalable
Through each client's personalized dashboard you will save time in preparing for meetings, increase your value proposition, build trust with your clients and increase the value of your practice as you remain top of mind.
Encourage the right engagement
Wealthstack's dashboards instil a sense of accountability and ownership in your clients, empowering them to pursue their personalized goals with the right products.
A Platform Your Clients Will Love
In today's digital era, clients want easy access to their data and the ability to track their financial progress. We help you modernize your practice to ensure clients stay connected and engaged.
Your Brand, Their Dashboard
Your clients log in to a personalised dashboard branded with your business, giving them a clear, familiar space to view their finances, track goals, and stay connected to your advice.
Facilitating the Journey to Financial Freedom
Our dynamic dashboard streamlines document storage, legal paperwork, and financial planning, empowering your clients to take control of their financial journey.
Empowering Goal Tracking and Planning
Leverage our unique WealthScore feature to offer personalized goal tracking and actionable insights, guiding your clients toward financial wellness.
All the Right Boxes
Wealthstack brings together the essential tools you need to run a modern, trusted advisory practice in one platform.
Client engagement tool to keep clients informed, involved, and responsive
Financial planning tool to connect goals, progress, and advice
White-labelled and branded to reflect your business and build client trust
CRM-lite functionality to manage client information without complexity
Compliance-support features to help meet regulatory expectations
COFI-ready to support evolving legislation and future requirements
Engage Clients Within Your Workflow
Keeping your clients engaged in your workflow means they can take control and will be more responsive to implementing new products when the time is right.
Document Vault
Clients are empowered to be "estate ready" by storing important legacy documents safely in the Vault so that estate planning is easily found in one place.
Recommendation Engine Coming Soon
Our recommendation engine can highlight the best way for clients to invest their money to reach their goals, ready for you to implement when they are ready to commit.
Tasks and To-Do Lists Coming Soon
Stay on top of your priorities and tasks as an advisor and for your clients with our intuitive to-do list. It ensures you're always there when it matters most.
90-Day Money-Back Guarantee
We're so confident in our platform that we offer a 100% 90-day money-back guarantee. This guarantee hinges on your commitment to onboard a sample of clients, implement data feeds, and attend all training sessions. If you don't see a significant shift in your workflow efficiency and client engagement in 90 days, you'll get all your money back!
Questions & Answers
Unclear about anything? Let's dig a little deeper.
Is Wealthstack live and supported in South Africa?
What features does the Wealthstack dashboard offer for clients to track their financial goals?
How does the Wealthstack dashboard ensure transparency between advisors and clients?
Can the Wealthstack dashboard adapt to changes in client information or financial products?
What is the Wealthscore and how does it enhance the client experience?
How can clients access their Wealthstack dashboard?
How do you ensure clients remain engaged with their financial goals?
Is the Wealthstack dashboard a planning tool?
What is the level of engagement I can expect?
How does the pricing structure work?
How can my clients get access and what can they see?
How does Wealthstack ensure the security of client data?
Can I customize the Wealthstack platform to align with my brand?
Ready to Get Started?
Book a demo with one of our Wealthstack Experts to show you the true power and capabilities of our Advisor Console. Get a first-hand look at how you can grow your practice and increase engagement with your clients.
Book a Demo