Advisor Guides
Guides for financial advisors in Canada
How Wealthstack helps Canadian advisors onboard clients faster, automate goals-based planning and keep clients engaged between reviews. Written by Vincent Heys, founder of Wealthstack and qualified actuary.
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Wealthstack: A Client Dashboard and Financial Planning Platform for Advisors in Canada
Wealthstack is a white-labelled client dashboard and financial planning platform for financial advisors in Canada. It combines an Advisor Console for managing a client book with a branded Client Dashboard, and automates onboarding, goals-based planning and household account consolidation, so advisors can serve more clients without more admin.
Read the overviewThe Client Dashboard
Client Portal Software for Financial Advisors: Keeping Clients Engaged Between Reviews
How a branded client dashboard keeps Canadian clients engaged between reviews, and what a good financial advisor client portal should include.
Read guideDigital client onboarding
Digital Client Onboarding for Financial Advisors: From First Conversation to Working Plan
How Canadian financial advisors can cut onboarding admin with a seven-minute guided questionnaire that builds the client's dashboard automatically.
Read guideThe Advisor Console and reports
How Financial Advisors Can See Which Clients Need Attention (Without Another Spreadsheet)
A searchable client list with WealthScores and last-login dates helps Canadian advisors spot who needs attention, with reports and exports built in.
Read guideThe household view
One Household, One View: Consolidating Family Accounts for Financial Advisors
How Canadian advisors can bring a couple's accounts into one household dashboard, linking managed portfolios to the plan at any stage.
Read guideAutomated goals-based planning
Goals-Based Financial Planning Software That Builds the First Draft for You
Wealthstack builds a Canadian client's goals automatically from onboarding, from retirement to insurance and wills, with full advisor control over the numbers.
Read guideReady to see Wealthstack in action?
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