Client and policy records, commission, compliance evidence, renewals and e-signing — in one place. We're putting the finishing touches on Wealth Stakr.
Get in touch →What's coming
Wealth Stakr brings the client book, policies, commission and compliance evidence together, so advisers know what they're owed and renewals don't slip.
One file per client, one source of truth for every policy on the book.
Reconciliation and renewal tracking that catches what a spreadsheet misses.
Advice evidence and signing, built into the workflow rather than bolted on.
Get in touch
Email us at [email protected]
Covering subscription billing, refunds, cancellation and delivery/access. Effective date: 14 August 2026
Wealth Stakr is provided by Stakr Software (Pty) Ltd, registration number 2026/505377/07, a company registered in South Africa with its registered address at 93 Main Road, Walmer (“Wealth Stakr”, “we”, “us” or “our”).
By creating an account, accepting an invitation to join a practice, or otherwise accessing Wealth Stakr, you (and, where you act on behalf of a practice or Head Office group, that organisation) agree to be bound by these terms. If you do not agree, you must not use the platform.
Wealth Stakr is a cloud-hosted, subscription practice management platform for South African financial advice practices, covering client and policy records, commission reconciliation, compliance evidence, renewals, e-signing and related office workflows. The service is provided on an “as available” basis and is accessed online — there is no physical product.
Access to Wealth Stakr is invitation-only. A practice Owner or Head Office administrator provisions seats for their team; individuals do not self-register. Each seat is personal to the user it is issued to and may not be shared. You are responsible for keeping your login credentials secure and for all activity that occurs under your account.
Subscription fees are billed per seat, per month, in South African Rand, at the rates published on our pricing page at the time of billing, exclusive of VAT unless stated otherwise. Payments are processed by our payment partner, Netcash, via debit order (DebiCheck) or Pay Now, on a recurring monthly cycle. If a payment fails, we will attempt to notify the billing contact and may retry collection; access may be suspended under clause 12 if a failed payment is not resolved within a reasonable period. Fees may change from time to time — see clause 13.
Subscription fees are billed in advance and are non-refundable, including for partial months, unused seats, or partial use of a billing period. Cancelling a subscription stops future billing (see clause 7) but does not entitle you to a refund of the current or any prior billing period. Where a payment was taken in error — for example, a duplicate charge, or a charge after a subscription was already correctly cancelled — contact us at [email protected] and we will investigate and correct any billing error we are responsible for.
You may cancel your subscription at any time from your account settings, or by giving us written notice at [email protected]. There is no minimum term and no cancellation fee. When you cancel:
Wealth Stakr is a digital service — nothing is physically shipped. “Delivery” means the provisioning of working access to the platform. Once a seat is created and payment is confirmed, access is provisioned immediately (in the ordinary course, within the same business day) and delivered by email invitation to the registered user. The service is hosted for South Africa and is accessible from any modern web browser with an internet connection; no installation is required. If access is not delivered within a reasonable time of payment being confirmed, contact us at [email protected] and we will investigate without delay.
Wealth Stakr processes personal information — including your practice’s client and policy data — in accordance with the Protection of Personal Information Act, 2013 (POPIA). Your practice remains the responsible party for its clients’ personal information; we act as an operator processing that information on your instruction, for the purpose of providing the service. We do not sell client data and do not share it between unrelated practices.
Wealth Stakr, its software, design and branding are owned by Stakr Software (Pty) Ltd and its licensors. Subscribing to the service grants you a limited, non-exclusive, non-transferable right to use the platform for your practice’s own business purposes for as long as your subscription is active. You keep ownership of the client and business data you load into the platform.
To the maximum extent permitted by law, Wealth Stakr is provided without warranties of any kind, and our aggregate liability arising out of or related to these terms or the service is limited to the subscription fees you paid in the three (3) months preceding the event giving rise to the claim. We are not liable for indirect, incidental or consequential loss. Nothing in these terms limits liability that cannot be limited under South African law.
We may suspend or terminate access if fees remain unpaid after reasonable notice, if these terms are materially breached, or if we reasonably believe the account is being used unlawfully or in a way that puts other users’ data at risk. Where practical, we will give notice and an opportunity to resolve the issue before suspending access.
We may update these terms — including our fees, refund and cancellation terms — from time to time. Material changes will be communicated to the billing contact on record with reasonable notice before they take effect. Continuing to use Wealth Stakr after a change takes effect means you accept the updated terms.
These terms are governed by the laws of the Republic of South Africa. Any dispute arising out of or relating to these terms or the service is subject to the exclusive jurisdiction of the South African courts.
Questions about these terms, billing, refunds or cancellation can be sent to [email protected].