Wealthstack

For Financial Advisors

Grow Beyond the 100-Client Ceiling

Clients expect more than an annual review meeting. They want ongoing communication, clear visibility into their finances, and confidence that their advisor is helping them make progress toward their goals.

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Wealthstack advisor dashboards

Yet most advisors are already balancing client meetings, administration, compliance, and business growth, leaving little time to create meaningful engagement at scale.

Wealthstack helps advisors deliver a modern client experience without adding complexity.

From personalized client dashboards and secure document storage to automated communication and progress tracking, Wealthstack gives advisors the tools to stay relevant, demonstrate value, and grow their practice with confidence.

Because great advice deserves great engagement.

Here's how we can help you

South Africa to Canada — A Journey of Resilience with Vincent Heys

Vincent Heys shares his journey of relocating from South Africa to Canada — adapting to a new country, the emotional impact of leaving family and friends behind, and why financial planning matters so much for immigrants.

He also unpacks the mission behind Wealthstack: bringing clarity and peace of mind to clients navigating their financial future in a new country.

Listen to the Episode

Access practical resources you can use in your business today, including:

  • Example Advisor Value Proposition
  • Moving to Canada from South Africa Guide
  • Financial FAQs for South Africans Moving to Canada

Ready-to-share resources designed to help educate clients, support conversations, and demonstrate your value.

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Download your Free Resources Today

We've created free downloadable PDF resources to help you and your clients.

Example Advisor Value Proposition

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Moving to Canada from South Africa Guide

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Financial FAQs for South Africans Moving to Canada

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Testimonials

Advisors we've helped along the way.

At the moment, I'm focusing a lot on succession planning with many of my clients. I'm actually using Wealthstack quite a bit. To be honest, it's such a good tool that part of me wants to keep it a secret… but obviously the cat's out the bag now. A lot of my clients are entrepreneurs in their own right. They've done very well over time, but they often have a bit of everything everywhere, and they don't really know exactly what they have. Using Wealthstack, I'm finding a really strong niche where I can bring everything together and add real value.

Liron Mazor

Financial Advisor, Greengrass Wealth Management

We've always focused on proper cash flow planning with clients, not just putting money away without clear goals. With Wealthstack, we've been able to close that loop. Our firm has long followed Mitch Anthony's OnePage Financial Plan philosophy — simplifying something complex. Wealthstack fits perfectly into that approach. What stands out is how it brings accountability into the process. It helps clients understand their own situation and take responsibility for it. If I can explain things in a way any client can understand, then they know where they are and where they're going. That makes a huge difference when markets fall back — there's less panic and less need for constant intervention. It helps us build a long-term vision with clients, not just short-term noise.

Hennie Du Plessis

RiG adviesdienste

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