Steward empowers South African financial advisors to manage portfolios, ensure compliance, and align every investment decision with Christian values — all from one powerful platform.
We believe finances should serve a higher purpose. Too often, faith-driven investors unknowingly fund industries that conflict with their deepest convictions. Steward was created to bridge that gap — giving advisors the tools to honour God with every rand invested, while still delivering excellent financial outcomes for their clients.
A complete practice-management suite built specifically for South African financial advisors who care about values-aligned investing.
AI-powered screening aligns every portfolio with biblical principles — automatically flagging holdings that conflict with your clients’ faith convictions.
Track holdings, asset allocations, and performance across all client portfolios in one centralised dashboard.
Built-in FAIS compliance checks, replacement policy reviews and full audit trails keep you regulation-ready.
Guided workflows for risk profiling, behavioural assessments and comprehensive financial needs analyses.
An intelligent assistant that helps draft recommendations, screen funds and answer complex regulatory questions.
Manage client records, dependents, documents and communication from a single, secure workspace.
Search and compare South African unit trusts with built-in fact sheets, fees, and values-alignment scores.
Generate branded client reports, record-of-advice documents and portfolio reviews with a single click.
No hidden fees. Start with a 14-day free trial — no credit card required.
Join a growing community of South African advisors using Steward to align portfolios with faith-based principles.
Get Started — It's Free