When two or more advisors work together, your tooling has to keep up. Steward Firm adds team workflows, supervisor oversight and a single firm-wide compliance view — without losing the per-advisor focus that made Solo work.
Dashboard view of every advisor: pipeline, AUM, FAIS readiness, CPD progress, complaints status.
Group advisors into teams, assign clients to teams, and grant role-based permissions (owner / admin / advisor / assistant / compliance officer).
Built-in supervision queue: a KI signs off on records of advice, replacement comparisons and high-risk recommendations before they go to the client.
Fit-and-proper attestations, CPD, complaints and sanctions screens — one register, drillable per advisor.
Google and Microsoft SSO. SCIM provisioning on request.
Response within 4 business hours. 99.5% uptime SLA.
R 1 199 per advisor, per month — minimum 3 seats — plus a R 999 platform fee.
14 days free. No card required.
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