Advisor Guides
Guides for financial advisors in South Africa
How Wealthstack helps South African advisors onboard clients faster, automate needs analysis and keep clients engaged between reviews. Written by Vincent Heys, founder of Wealthstack and qualified actuary.
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Wealthstack: A Client Dashboard and Financial Planning Platform for Advisors in South Africa
Wealthstack is a white-labelled client dashboard and financial planning platform for financial advisors in South Africa. It connects to more than 70 South African providers, automates onboarding and needs analysis, and gives clients a branded dashboard of their full financial picture.
Read the overviewThe Client Dashboard
Client Portal Software for Financial Advisors in South Africa: Staying Connected Between Reviews
How a branded client dashboard keeps South African clients engaged between reviews, and what a good advisor client portal should include.
Read guideDigital client onboarding
Replacing the Paper Fact-Find: Digital Client Onboarding for Financial Advisors
How South African advisors can replace paper fact-finds with a seven-minute guided questionnaire that builds the client's dashboard automatically.
Read guideThe Advisor Console and reports
Seeing Your Whole Client Book at a Glance, and Producing Records of Advice Faster
See your whole client book at a glance and produce records of advice, snapshot reports and Excel exports from one South African advisor console.
Read guideThe household view
Bringing a Family's Policies and Investments Into One View
How South African advisors can bring a family's policies and investments into one household dashboard, with each spouse's accounts clearly attributed.
Read guideAutomated goals-based planning
Financial Needs Analysis Software That Builds the First Draft for You
Wealthstack builds a first-draft needs analysis from onboarding, from retirement and education to dread disease and income protection, with full advisor control.
Read guideReady to Get Started?
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