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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.

Mark Moir

Director

Mark is a Certified Financial Planner with over 15 years of experience in the risk and wealth management sector. He’s consistently yielded positive growth and returns for his clients and has grown Silvertree Risk and Wealth Management to a business that has over R600 million in assets under management.

Andrew Mobbs

Director

Andrew holds a B.Bus.Sci (Hons) degree in Information Systems from the University of Cape Town. He sub-majored in Economics and has a wealth of experience building technology businesses in both the UK and South Africa.

Dana Gordan-Davis

Director

Dana holds a B.Bus.Sci (Hons) degree from the University of Cape Town. He's a corporate financier with 12 years of experience spanning a range of capital raising and M&A transactions, which has seen him close over 30 deals in the financial services and fintech sectors.

Nicki Pringle

Project Manager

Nicki holds a Bachelor of Business Science (Marketing) degree from the University of Cape Town. She then worked in the Market Research industry for 10 years and managed a large FMCG client, along with being involved in various financial related projects.

Claudette Blankenberg

Administrator

Claudette is a senior investment and insurance administrator and has 8+ years of experience in the industry.

Gugu Siziba

Junior Financial Adviser

Gugu completed a B.Comm in Financial Planning from Nelson Mandela University in 2016. Her main goal is to further her education and attain her CFP which she is actively working towards. She's worked in the financial services industry for nearly two years and looks forward to many more.

Matthew Mitchell

Mobile Application Developer

Matthew earned his Diploma in Software Development in 2018. While studying at Varsity College he developed a passion for mobile application development and has been gaining experience as a mobile developer working on projects for Wealthcraft.

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.

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Evolve. Engage. Grow.

Digitise your practice

Strengthen client relationships

Grow your business

Make the smart choice to grow your business today!