Practice software for South African financial advice
Stop running your practice across five systems that never agree
Client files, policies, commission and compliance in one place — so advisers know what they are owed, renewals and FICA do not slip, and clients can book and sign without another phone call.
- Built for SA advice practices
- Seats from R300 a month
- Start with the book; add the rest when you are ready
In plain language
What is Wealth Stakr?
Wealth Stakr is practice software for South African financial advice firms: client and policy records, commission, compliance evidence, renewals, office work and e-signing in one system — so the book, the money and the paperwork finally agree.
- 1
Client file
Policies, documents, advice records and open work on one record — not four folders.
- Own
Book stays own
Advisers see their clients and their earnings. Practice owners still see the firm.
- Click
Not a week
Commission from statement to “what am I owed” without a weekend of Excel.
- SA
Shaped for local practice
FICA, VAT, debit order collections, company/trust/estate work — not a foreign CRM rebadged.
Sound familiar?
Most practices run on tools that never agree
The same failures show up in almost every advice firm — until the book, the money and the paperwork live in one place.
The book lives in five places
Client details in one system, policies in a spreadsheet, commission in another, documents in a shared drive, and the real relationship in someone's inbox.
Commission never reconciles
Provider statements arrive in different shapes, splits are verbal, and nobody can answer what an adviser is owed this month without a day of work.
Compliance is a fire drill
Records of Advice, FICA and policy checklists are chased manually — and the practice is often marking its own homework.
Renewals go quiet until they are late
Short-term renewals sit in calendars and inboxes. By the time someone notices, the client has already moved.
Head office flies blind
A network of practices has no shared view of adviser compliance, participation agreements or what each practice is actually costing to run.
Why it helps
Four jobs the software should finish for you
Not a catalogue of modules — the work you actually hire software to do.
Advisers & administrators
Serve the book without hunting for files
Open a client once and see the relationship, the cover, the paperwork and what is still open.
- One client file for people, companies and trusts
- Policies, documents and notes in the same place
- Tasks that follow the client — not a separate to-do app
- Import from spreadsheet when you are ready to switch
Advisers & practice owners
Get paid correctly, without the spreadsheet war
Statements map to policies and people. Splits sit on record. Expected versus received is a report, not an argument.
- Import provider remittances and classify lines to the book
- Participation agreements hold the split — not a handshake
- My earnings for the individual adviser on their own book
- Discrepancy view when the statement does not match expectation
Key individuals & compliance
Stay compliant as work is done — not as an afterthought
Advice packs, checklists and FICA evidence grow with the work. Networks can require a second pair of eyes.
- Record of Advice and long-term review packs built in the flow
- Per-client compliance documents you can actually find
- Policy checklists the practice submits; head office can approve
- Adviser fit-and-proper / CPD style oversight for multi-practice groups
Practice managers & admins
Run the week: renewals, bookings, signing, follow-ups
Renewals surface before they lapse. Clients book and sign from a link. The office is not the bottleneck for simple admin.
- Renewal pipeline so nothing quietly ages out
- Public booking against real availability
- E-sign packs with a clear signer order
- Time, leave, calendar and internal messaging in the same system
Who it is for
The practice, the network, and your clients
Each group gets what they need. None of them should wade through the others’ work.
Advisers & administrators
Your practice day-to-day
Where the firm lives: the client book, policies, money, advice work, tasks and the office rhythm.
- Dashboard tuned to open work and renewals
- Client file that carries the full relationship
- Advisers limited to their own book when you want it that way
- Roles that match how you actually run the practice
Networks & multi-practice groups
Your network above the practice
One organisation, many practices — compliance, commission and branding without a pile of side spreadsheets.
- See practices, people and compliance in one place
- Commission received and how it splits across the network
- Agreements that define who participates in what
- White-label brand look per practice when you need it
Your clients
What your clients touch
Simple links from email — book, reschedule, sign, open a renewal summary. No new password for them to forget.
- Book against the adviser’s real diary rules
- Reschedule or cancel without phoning reception
- Sign documents in order, with an extra check when needed
- Open a renewal summary straight from the email
In practice
What changes on a normal week
Three places firms feel the difference first: the client file, commission, and compliance evidence.
The client relationship
Every policy, document and open task on one file
A client is not a contact card. The file should carry the cover, the entities around them, the advice you gave, the documents that prove it, and what still needs doing — so the next person does not need a handover meeting.
- People, companies and trusts in the same practice system
- Policies and documents attached to the right record
- Catch doubles before they clutter the book
- Merge two records without losing history
- What you open
- One client file
- Entity types
- Person · Company · Trust
- Getting data in
- Spreadsheet import
Commission
Answer “what am I owed” without a week in Excel
Provider remittances come in. Lines should land against policies and people. Splits should be agreements you can point at. Expected versus received should be a report — not a fight in the kitchen.
- Statement lines mapped to the book
- Participation agreements hold the split on record
- Pipeline of expected against received
- Advisers see their own earnings on their own clients
- From statement to
- Known earnings
- Splits held as
- Agreements
- An adviser sees
- Their book only
Compliance without the scramble
Evidence that grows as you work — not the night before the audit
Records of Advice, long-term reviews and FICA packs should live on the client file as you advise. When you are part of a network, a second pair of eyes can approve checklists so the practice is not marking its own homework.
- Advice packs built in the flow of the work
- Documents on the client, not lost on a drive
- Checklists with a clear submit path
- Network oversight when you operate more than one practice
- Advice packs
- Built in product
- FICA & files
- On the client
- Network review
- When you need it
Trust
Your clients stay yours. Your practice stays yours.
Separation between practices and between adviser books is designed into the product — not only promised in a brochure. If you need the technical detail, it is on the Trust page.
Practices do not see each other
Each practice’s data is separated at the database. A bug in a screen is not enough to pull another firm’s clients.
Advisers stay on their own book
When a role is limited to own clients, that limit is enforced when data is read and written — not only by hiding a menu item.
Access grants are hard to forge
Who may enter practice, head office or other areas is carried in a signed cookie. A made-up cookie does not open doors.
We do not pretend a message was sent
If email, signing or banking is not set up, the product says so. It never reports a successful send that never left the building.
Questions
What practice owners usually ask first
Is this built for South African practices?
Yes. Commission and VAT handling, debit-order collections, FICA-style document packs, company and close-corporation registers, and deceased estate work are modelled on local practice — not bolted onto a foreign CRM.
Can an adviser see the whole practice’s book?
Only if you give them that role. Most advisers see their own clients and their own earnings. Practice owners and administrators can see the firm as a whole.
How do you keep one practice’s data away from another?
Each practice is separated in the database, not only on the screen. Advisers who are limited to their own book stay limited when data is loaded. We design so a missing filter in a page is not enough to spill another firm’s clients. Details live on the Trust page.
Do we have to move everything at once?
No. Most firms start with the client book and policies, then add commission and compliance. Imports from CSV or Excel are supported; unmatched rows go to a clean-up queue rather than disappearing.
What if an integration such as email or signing is not set up yet?
The product says it is not configured. It does not show a green tick for a message or signature that never left the building.
We run several practices. What do we get?
A head-office view across practices: people, compliance oversight, commission received and how it splits, participation agreements, and branding per practice. The practice still does the day-to-day advice work.
See your week in the product — not a slide deck
Thirty minutes on your shape of practice: the client file, commission, and what you want to fix first.