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.

One platform for the whole practice

Wealth-Stakr isn't just a contacts list with a CRM label on it — it covers the full lifecycle of running an advisory practice, end to end.

👤

Client & Policy Management

Every client, policy, asset, and liability in a single record — no switching between systems to see the full picture.

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Investments & Assets

Track investment portfolios and client assets alongside policies and cover, all in one place.

₿

Commission & Transactions

Head office splits, participation agreements, and PAYE/UIF-aware commission processing, handled natively.

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Compliance & FAIS Records

Compliance holds, audit trails, and adviser attribution, built around FAIS obligations from day one.

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Company Secretarial & Estates

Manage entities, share classes, directors, and estate planning records for corporate and trust clients.

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Practice Management & Tasks

Task templates, recurring workflows, and a shared inbox keep the whole team's work visible and on track.

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Financial Calculators

Built-in calculators for the everyday planning conversations advisers have with clients.

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AI Specialist Assistants

Domain-specific AI assistants advisers can consult directly inside the platform for faster answers.

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Scheduling & Calendar

Bookings, availability, and calendar management for client meetings and internal appointments.

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Time & Leave Management

Time tracking, leave requests, and approvals, so practice operations run without spreadsheets.

Practice management,rebuilt for how advisory firms actually work.