One platform, two ways to use it. Advisors & firms run a FAIS-compliant practice with values screening and AI. Families & individuals budget, invest, and get AI guidance — all aligned with their values.
14-day free trial · No credit card required · ZAR pricing
Flagged: Gambling 3.2%
The same conviction — that money should reflect your values — powering two tailored experiences.
A complete, FAIS-aligned practice platform — values screening, compliance, financial planning, AI co-pilot and branded reports.
A simple, mobile-first app for your whole household — combined budgeting, values-based investing, and AI money guidance. Just R59/month.
Between compliance requirements, client admin, report generation, and trying to find funds that actually match your clients' values — the average advisor loses nearly half their working week before they can do any real advising.
Hours spent on compliance paperwork every week
Of clients are unknowingly invested in values-conflicting holdings
Of advisor time is lost to admin that software could handle
Steward fixes all of this — in one platform.
No IT team needed. No complex setup. Just start.
Import your client list, add your logo and FSP number, and start a 14-day free trial. No IT required, no credit card needed.
Upload fund fact sheets or search our database. AI screens every holding for values conflicts and generates your client's Values Alignment Score.
Generate branded ROAs, FNAs, and portfolio reports. Every action is logged to your tamper-proof audit trail automatically.
Steward's AI checks every holding in every fund against seven categories of concern — from alcohol and gambling to abortion and weapons manufacturing. Your clients get a live Values Alignment Score (A+ to D) that updates automatically as their portfolio changes.
When a conflict is found, Steward automatically suggests replacement funds with a similar risk profile and better values alignment — giving you the evidence to back every recommendation.
Satrix → Sygnia Global Equity (Score: 96%). Similar risk profile, fully aligned.
A complete practice management suite built exclusively for South African FAIS-licensed advisors.
AI analyses every fund holding against biblical convictions — alcohol, gambling, abortion, pornography and more. Every portfolio gets a live A+ to D grade.
Record of Advice generation, replacement policy workflow, sanctions screening, CPD tracking, and a tamper-evident audit trail — all aligned to FSCA requirements.
GPT-4 reads client profiles, meeting transcripts, and financial data to generate personalised recommendations, extract action items, and draft reports.
Track allocations, run overlap analysis, compare fund TERs and returns, and automatically suggest values-aligned replacement funds when flags are raised.
Guided risk profiling, behavioural assessments, SA tax calculators (CGT, estate, income), retirement modelling, and TFSA/Reg28 planning tools.
Upload a meeting recording or paste a transcript. AI extracts every action item, assigns tasks to the right person by their role, and tracks completion.
Steward starts lean for solo advisors and grows with you. Add team members, assign roles, and manage firm-wide compliance without changing platforms.
One-person practice
2–100+ advisors
All prices exclude VAT. Start with a 14-day free trial — no credit card required. Cancel any time.
Steward Family brings the same values-driven engine to everyday people. Combine the family budget, screen your investments, and get AI guidance — built for your phone.
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This month, combined
R48k
Income
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Spend
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Left
Members
Join advisors across South Africa who use Steward to serve clients with excellence, stay FAIS-compliant, and build a practice rooted in their values.
14-day free trial · No credit card · Cancel any time