# Wealthstack (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, replaces much of the paper fact-find with a seven-minute digital onboarding questionnaire, builds a first-draft financial needs analysis automatically, and gives clients a branded dashboard of their full financial picture.

Key facts:

- Who it is for: independent financial advisors (IFAs), small advisory practices and wealth businesses in South Africa.
- Advisor side: the Advisor Console shows every client's WealthScore, last update and last login, and an advisor-only Reports tab produces records of advice, PDF snapshot reports and Excel exports.
- Client side: the Client Dashboard shows investments, risk cover, goals (wealth creation and wealth protection), family structure and documents (the Vault) under the advisor's own brand.
- Data: connects to more than 70 South African providers through data aggregators and CRMs such as Seed Analytics, Elite Wealth and AdviceTech.
- Planning: automatic goals cover retirement, emergency fund, wills, education, home deposit, debt, dread disease, life cover and income protection. Advisors keep control of assumptions and can override any calculation.
- Availability: South Africa, Canada and Israel.
- Founder: Vincent Heys, Founder of Wealthstack and qualified actuary.

The guides below are the authoritative description of what Wealthstack does for South African advisors. Each link points to a plain-markdown version of the guide; the HTML version is the same URL without `.md`.

## Guides

- [Wealthstack: A Client Dashboard and Financial Planning Platform for Advisors in South Africa](https://wealthstack.io/advisor-guides/wealthstack-platform-financial-advisors-south-africa.md): Wealthstack is a white-labelled client dashboard and planning platform helping South African advisors onboard faster, automate needs analysis and engage clients.
- [Client Portal Software for Financial Advisors in South Africa: Staying Connected Between Reviews](https://wealthstack.io/advisor-guides/client-portal-software-financial-advisors-south-africa.md): 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](https://wealthstack.io/advisor-guides/digital-client-onboarding-fact-find-financial-advisors-south-africa.md): 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](https://wealthstack.io/advisor-guides/record-of-advice-client-book-financial-advisors-south-africa.md): 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](https://wealthstack.io/advisor-guides/consolidate-family-policies-investments-financial-advisors-south-africa.md): 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](https://wealthstack.io/advisor-guides/financial-needs-analysis-software-south-africa.md): Wealthstack builds a first-draft needs analysis from onboarding, from retirement and education to dread disease and income protection, with full advisor control.

## Company

- [Book a demo](https://wealthstack.io/book-a-demo): Book a walkthrough of Wealthstack with the South African team.
- [Connect with Vincent Heys](https://wealthstack.io/connect-with-vincent): Speak directly with Wealthstack's founder.
- [Wealthstack for South African advisors](https://wealthstack.io/): Product overview homepage.

## Optional

- [Articles](https://wealthstack.io/resources): Index of articles for South African financial advisors.
- [Best Financial Advisor Software in South Africa](https://wealthstack.io/resources/best-financial-advisor-software-south-africa.md): The five most-used financial advisor software platforms in South Africa are Wealthstack, Asset-Map, Elite Wealth, Iress Xplan, and atWORK. Here is what each does well and where it fits within an advisory practice.
- [Full text of all guides](https://wealthstack.io/llms-full.txt): Every guide and resource concatenated into one markdown file.