Evolve. Engage. Grow.

Retain your independence and revolutionise your wealth offering

Get Started

Digitise your practice

Think you're already digital? Think again. Our powerful software adds efficiency at every step − taking you firmly into the future of financial advice.

Strengthen client relationships

Using our multi-fund tools, engage with your clients personally at every touchpoint – preventing disintermediation and protecting the independence of the service you provide.

Grow your business

With simplified processes and deep insights that enable better decision making, you can reach new clients and activate existing ones, without hiring extra resources.

Make the smart choice to grow your business today!

Packages & Features

Evolve

Improve efficiency & enhance communication with our powerful starter package

From: R3 900 p/m

(per adviser)

Engage

Connect with clients even more powerfully & strengthen your brand with engage

From: R4 900 p/m

(per adviser)

Grow

Innovative tools & a mobile app provide convenience and a more personalised service

From: R6 200 p/m

(per adviser)

Full Website (including website management tools)
Consolidated Client Investment Dashboard *
Investment and Portfolio Asset Allocations
Calculators
Adviser Practice Management Platform
eSignatures
Document Vault and Management
Task Management
Risk Profile Questionnaire
Quarterly Investment Reports *
Business Intelligence Engine (client segmentation)
Communication Campaign Management (email, sms)
Mobile App
Proposal Generator
Automated Onboarding and Robo Advice
Enhanced Campaign Management (push notifications)
Employee Benefits App
* Only available for a single platform (e.g. Allan Gray, Investec, Momentum or Old Mutual)

* All prices exclude VAT. For individual Advisers with more than R1 billion in Assets Management Management please contact us for Enterprise Licensing.

Evolve

Improve efficiency & enhance communication with our powerful starter package

From: R3 900 p/m

(per adviser)


  • Full Website (including website management tools)
  • Consolidated Client Investment Dashboard *
  • Investment and Portfolio Asset Allocations
  • Calculators
  • Adviser Practice Management Platform
  • eSignatures
  • Document Vault and Management
  • Task Management
  • Risk Profile Questionnaire
  • Quarterly Investment Reports *
  • * Only available for a single platform (e.g. Allan Gray, Investec, Momentum or Old Mutual)

Engage

Connect with clients even more powerfully & strengthen your brand

From: R4 900 p/m

(per adviser)


  • Full Website (including website management tools)
  • Consolidated Client Investment Dashboard
  • Investment and Portfolio Asset Allocations
  • Calculators
  • Adviser Practice Management Platform
  • eSignatures
  • Document Vault and Management
  • Task Management
  • Risk Profile Questionnaire
  • Quarterly Investment Reports
  • Business Intelligence Engine (client segmentation)
  • Communication Campaign Management (email, sms)

Grow

Innovative tools & a mobile app provide convenience and a more personalised service

From: R6 200 p/m

(per adviser)


  • Full Website (including website management tools)
  • Consolidated Client Investment Dashboard
  • Investment and Portfolio Asset Allocations
  • Calculators
  • Adviser Practice Management Platform
  • eSignatures
  • Document Vault and Management
  • Task Management
  • Risk Profile Questionnaire
  • Quarterly Investment Reports
  • Business Intelligence Engine (client segmentation)
  • Communication Campaign Management (email, sms)
  • Mobile App
  • Proposal Generator
  • Automated Onboarding and Robo Advice
  • Enhanced Campaign Management (push notifications)
  • Employee Benefits App

* All prices exclude VAT. For individual Advisers with more than R1 billion in Assets Under Management please contact us for Enterprise Licensing.

Put the power of your brand in your clients' pockets.

Many businesses have an app these days. As an IFA, why should you be any different?

An easy to navigate dashboard, handy calculators, real time data and alerts, plus easy ways to make additional contributions − our white labelled app gives your clients more control and lets you engage more meaningfully at every interaction with them.

About Us

At Wealthcraft we believe that IFAs should provide truly independent and personalised advice to their clients − so we built software that allows you to do this. Our fintech also makes your business more competitive, by streamlining processes and enabling you to forge closer relationships with clients.

Get Started Today!

Enter your contact information below and we will be in touch to discuss your needs and arrange a demo of Wealthcraft for you and your team.