Pricing
You pay for what a seat can actually do
Administrators without commission access are not charged as advisers. There are no seat caps — add the people the practice needs, and grow without renegotiating a tier.
Admin seat
R300
per user / month
For administrators and support staff who run the practice but do not hold a commission book.
- Clients, entities and the policy register
- Tasks, templates and the work inbox
- Documents, signing and the client file
- Time, leave, bookings and messaging
- Compliance checklists and advice packs
Advisor seat
R600
per user / month
For advisers who carry a book — adds commission and earnings on their own clients.
- Everything in an Admin seat
- Commission pipeline and My earnings
- Discrepancy view when statements do not match
- Book limited to their own clients when you set it that way
- Assistance tools for advice work
Co-Sec & Estates
R300
per user / month, add-on
Companies, close corporations, trusts and deceased estates — for people who do that work.
- Company and CC registers
- Share movements and organogram
- Trust workspace
- Estate stage board and file
Prices exclude VAT. AI tokens and e-signature volume are metered separately with visible balances and top-up bundles.
What it comes to
Three practices, three monthly totals
Arithmetic, not a quote. Every active membership is billable, and the add-on is charged per user who holds it.
Solo adviser
One adviser with a book, one administrator.
1 advisor · 1 admin
R900/ month
Growing practice
Four advisers, three administrators.
4 advisor · 3 admin
R3 300/ month
Practice with fiduciary work
Six advisers, four administrators, two on Co-Sec & Estates.
6 advisor · 4 admin · 2 Co-Sec add-on
R5 400/ month
How billing works
No surprises in the invoice
Billing is part of the platform — mandates, collection runs, dunning stages and tax invoices all live here, not in a spreadsheet.
No seat caps
Add the people you need. There is no tier you outgrow at user sixteen.
You pay for what the role can do
If someone cannot touch commission, they are not charged as an adviser. The rate follows the permissions.
Heavy usage is metered fairly
AI help and signing volume show balances and top-ups. Quiet practices are not subsidising the heaviest user by default.
Collected by debit order
Mandates, collections and tax invoices sit in the product — not on someone’s desktop spreadsheet.
Not sure which seat a person needs? The module map shows exactly what each area contains.
Questions
Pricing questions, answered plainly
How much does Wealth Stakr cost?
Per seat, per month, excluding VAT. Admin seats are R300. Advisor seats — with commission on their book — are R600. Co-Sec & Estates is a R300 add-on per person who needs it. Four advisers and three administrators is R3 300 a month.
Are there minimum users or seat caps?
No minimum and no cap. Every active person is billable, so you grow without changing product tier.
What decides Admin versus Advisor seat?
What the person is allowed to do. If they can reach commission, they bill as Advisor. If not, Admin. You are not charged adviser rates for pure administrators.
Is AI included in the seat price?
No. AI help and e-signature volume are metered with visible balances and top-ups, so light users are not paying for heavy ones by default.
How is it billed?
Monthly by debit order. Mandates, collections, reminders and tax invoices are part of the product.
Can we start with part of the product?
Yes. Start with clients and policies if you like, then switch on commission and compliance when the data is clean. Imports and clean-up queues are built for that path.
Get a number for your actual team
Send us your seat mix and we will price it exactly, including anything metered.