Wealthstack: A Client Dashboard and Financial Planning Platform for Advisors in South Africa
By Vincent Heys, Founder of Wealthstack and qualified actuary
Updated 2 min read
In short: 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.
Wealthstack is a white-labelled platform that helps South African financial advisors grow their client base without letting service slip. Advisors run their book from the Advisor Console, and clients get a branded Client Dashboard that shows their whole financial picture in one place.
Wealthstack is available to advisors in South Africa, Canada and Israel.
What is Wealthstack?
Think of Wealthstack as the layer that sits between your practice and your clients.
On your side, the Advisor Console lets you search any client, see their WealthScore and last login, onboard new clients, and produce snapshot reports, records of advice and Excel exports.
On the client's side, the Client Dashboard shows their investments, risk cover, goals, family structure and documents under your brand. Wealthstack connects to more than 70 product providers such as Seed Analytics, Elite Wealth or AdviceTech, so much of that data flows in automatically.
Who is Wealthstack for?
- Independent financial advisors and practices that have outgrown spreadsheets and paper files
- Wealth businesses modernising how they engage clients
- Advisors whose clients have family members, assets or plans that cross borders, such as South Africans emigrating to Canada
What does Wealthstack do day to day?
Captures client information in about seven minutes. A guided, adaptive questionnaire replaces much of the manual fact-find. Read more about digital onboarding.
Produces a first-draft needs analysis automatically. Wealthstack builds goals from the client's answers, from retirement and education to dread disease, life cover, income protection and wills. Read more about automated goals-based planning.
Keeps clients connected to their plan. Clients log into their own dashboard, see their WealthScore, and book time with you directly. Read more about the client dashboard.
Helps you manage your whole book. One searchable list shows every client's WealthScore and activity, and the reports tab produces records of advice. Read more about the Advisor Console.
Pulls a family's policies and investments together. Each spouse's portfolios link to the household dashboard and stay attributed to the right person. Read more about the household view.
How is Wealthstack different from a CRM or planning tool?
A CRM tracks your relationships and a planning tool models scenarios. Both mostly live on your side of the desk only.
Wealthstack adds the part clients actually see and use between meetings: a current, branded view of what they own and how close they are to their goals. That visibility is what turns annual reviews into an ongoing relationship.
What we're really saying is that Wealthstack covers both planning, CRM needs and more – the growing list of features is there to set your practice up for success.
See how it works
If you'd like to see what this looks like with your own clients, we'd be happy to walk you through it.
Book a DemoFrequently asked questions
Yes. Wealthstack connects to more than 70 South African providers, so client portfolios can come through automatically.
No. Some things are advisor-only, such as the reports tab and certain planning assumptions like life expectancy.
No. Wealthstack also serves advisors in Canada and Israel, which helps when clients move between countries.
More Wealthstack guides
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.
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.
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.
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.
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.
