Practice management,
rebuilt for how advisory firms actually work.
Wealth-Stakr is a next-generation CRM for financial advisory practices — built ground-up on modern security, permissions, and data architecture, with compliance and commission handled the way FAIS-regulated firms actually need it to be.
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Compliance-first
Built around FAIS obligations from day one, not bolted on — compliance holds, audit trails, and adviser attribution baked into the core.
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Commission & payroll, native
Head office splits, participation agreements, and PAYE/UIF-aware commission calculations, handled inside the platform.
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Security & permissions done right
Role-based access and data architecture designed from the ground up, so the right people see exactly what they should.