# Wealthstack (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.

Key facts:

- Who it is for: independent advisors and small teams, wealth management firms, and advisors serving families with cross-border financial lives, including South Africans who have moved to Canada.
- Advisor side: the Advisor Console shows every client's WealthScore, when their dashboard was last updated and when they last logged in. An advisor-only Reports tab produces PDF snapshots, records of advice and Excel exports.
- Client side: the Client Dashboard shows investments, insurance, goals (wealth creation and wealth protection), family structure and documents (the Vault) under the advisor's own branding, with calendar booking through "Speak to an expert".
- Onboarding: a guided, adaptive questionnaire takes clients about seven minutes, self-service or advisor-led, and builds the dashboard automatically. Existing portfolios from the advisor's data feeds link to the new dashboard.
- Planning: automatic goals cover retirement, emergency fund, wills and powers of attorney, education, home deposit, debt, critical illness, life insurance and disability income protection. Advisors can override any calculation.
- Households: each spouse's portfolio is linked in their own name on one household dashboard, with multi-currency support.
- Availability: Canada, South Africa and Israel.
- Founder: Vincent Heys, Founder of Wealthstack and qualified actuary.

The guides below are the authoritative description of what Wealthstack does for Canadian 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 Canada](https://wealthstack.ca/advisor-guides/wealthstack-platform-financial-advisors-canada.md): Wealthstack is a white-labelled client dashboard and financial planning platform helping Canadian advisors onboard faster, automate goals and keep clients engaged.
- [Client Portal Software for Financial Advisors: Keeping Clients Engaged Between Reviews](https://wealthstack.ca/advisor-guides/client-portal-software-financial-advisors-canada.md): How a branded client dashboard keeps Canadian clients engaged between reviews, and what a good financial advisor client portal should include.
- [Digital Client Onboarding for Financial Advisors: From First Conversation to Working Plan](https://wealthstack.ca/advisor-guides/digital-client-onboarding-financial-advisors-canada.md): How Canadian financial advisors can cut onboarding admin with a seven-minute guided questionnaire that builds the client's dashboard automatically.
- [How Financial Advisors Can See Which Clients Need Attention (Without Another Spreadsheet)](https://wealthstack.ca/advisor-guides/see-which-clients-need-attention-financial-advisors.md): A searchable client list with WealthScores and last-login dates helps Canadian advisors spot who needs attention, with reports and exports built in.
- [One Household, One View: Consolidating Family Accounts for Financial Advisors](https://wealthstack.ca/advisor-guides/household-view-consolidate-family-accounts-financial-advisors.md): How Canadian advisors can bring a couple's accounts into one household dashboard, linking managed portfolios to the plan at any stage.
- [Goals-Based Financial Planning Software That Builds the First Draft for You](https://wealthstack.ca/advisor-guides/goals-based-financial-planning-software-canada.md): Wealthstack builds a Canadian client's goals automatically from onboarding, from retirement to insurance and wills, with full advisor control over the numbers.

## Company

- [Book a demo](https://wealthstack.ca/book-a-demo): Book a walkthrough of Wealthstack with the team.
- [Wealthstack for financial advisors](https://wealthstack.ca/): Product overview homepage for advisors.
- [About Wealthstack](https://wealthstack.ca/about): The team behind Wealthstack.

## Optional

- [Advisor guides hub](https://wealthstack.ca/advisor-guides): Index of all advisor guides.
- [Best financial advisor software in Canada](https://wealthstack.ca/resources/blog-best-financial-advisor-software-canada): Comparison of financial advisor software options for Canadian practices.
- [Full text of all guides](https://wealthstack.ca/llms-full.txt): Every guide concatenated into one markdown file.