The Modern Operating System for Independent Financial Advisors in South Africa
Automate admin. Elevate your client experience. Grow your advisory business, without adding staff. Built for FAIS-regulated professionals.
Why South African Advisors Choose Wealthstack
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
FAIS-Compliant
COFI-Ready
70+ Integrations
Trusted by SA Advisors
Bank-Level Security
Built for South Africa
The Admin Problem Is Killing Advisory Practices
South African financial advisors face unique challenges when trying to serve more than 100 clients. Sound familiar?
Time Drain
Spending hours preparing for client meetings, chasing documents, and doing manual data entry instead of growing your practice.
Scattered Data
Client information spread across multiple platforms, spreadsheets, and email threads. It's impossible to get the full picture quickly.
Engagement Gap
Generic communication that doesn't drive action or build loyalty. Clients feel disconnected between annual reviews.
Manual Processes
Drowning in onboarding paperwork, review prep, and compliance documentation. Every new client adds to the admin burden.
Compliance Burden
Struggling to stay on top of FAIS requirements and prepare for COFI while managing client documentation and records.
Growth Ceiling
You can't scale past 100 clients without hiring more back-office staff, eating into margins and adding complexity to your practice.
Everything You Need to Run a Modern Advisory Practice
One platform to manage clients, automate workflows, and grow your business.
Branded Client Dashboards
Give clients 24/7 access to their financial goals, products, and progress—all under your brand.
- White-labelled with your logo and colours
- Automatic updates from 70+ integrations
- Mobile-friendly for on-the-go access
Automated Client Workflows
Save hundreds of hours with automated processes.
- Automated onboarding workflows
- Investment statements in document vault
- Smart notifications and reminders
Simple Client Management
Manage client information without the complexity of traditional CRMs.
- Centralised client data in one place
- Notes and activity tracking
- Integration with existing tools
Reporting & Insights
Track engagement, identify opportunities, and measure practice growth.
- Automated performance reporting
- Clean, client-friendly visuals
- Export or send directly from the platform
See Wealthstack in Action
Get a first-hand look at how South African advisors are transforming their practices with a single digital platform.
The advisor console: everything you need to manage 300+ clients in one place, whitelabeled for your practice.
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!
Why South African Advisors Are Switching to Wealthstack
Without Wealthstack
With Wealthstack
Manual data entry across multiple platforms
Automated data sync from 70+ investment platforms
Hours preparing for each client meeting
Meeting-ready in minutes with dynamic dashboards
Generic email blasts that clients ignore
Targeted, personalised communication (75% open rate)
Spreadsheet-based client tracking
Dynamic dashboards and built-in CRM (coming soon)
Limited to ~100 clients before quality drops
Scale to 300+ clients without sacrificing service
Paper-based onboarding and document chasing
Digital onboarding workflows and document vault
Compliance headaches and manual record-keeping
FAIS-compliant, COFI-ready platform
Clients rarely engage between annual reviews
25% of clients access their dashboard monthly
“Wealthstack has completely transformed how I engage with my clients. Each client gets a personalized dashboard automatically updated with their financial data, ensuring they always have up-to-date financial insights.
This platform has streamlined my workflow, giving me clear visibility into the products I've implemented and making client check-ins more efficient and impactful.”
L Mazor
Financial Advisor
Common Questions
Everything you need to know before booking your demo.
How long does it take to get set up?
How much does Wealthstack cost?
Is my client data secure?
Which investment platforms does Wealthstack integrate with?
Can I customise the platform with my own branding?
What if I don't see results?
Join South Africa's Leading Financial Advisors
Forward-thinking advisors across SA are growing their practices without burning out. Here's what you get when you join.
Early Access Programme
Be among the first SA advisors to transform your practice with Wealthstack. Limited onboarding spots available.
90-Day Money-Back Guarantee
Try Wealthstack risk-free. If you don't see a significant shift in workflow efficiency and client engagement in 90 days, get your money back.
White-Glove Onboarding
Our team will personally onboard your first clients and train your team at no extra cost. We're invested in your success.
Ready to Modernise Your Advisory Practice?
Book a 15-minute demo and see how Wealthstack helps South African IFAs automate admin, scale faster, and deliver an outstanding client experience.
- See the platform in action with your use case
- Get answers to your specific questions
- No commitment required
- Learn how to onboard your first 10 clients
Meet with our founder, Vincent Heys. 30+ years in the South African financial industry.