Arrie Pieterse

The Silent Saboteur: Financial Stress and Its Stealthy Decline of Workplace Productivity

Financial wellness has emerged as a pivotal concern, not only for individual prosperity but also as a significant driver for organizational success. Research indicates a daunting reality: a vast majority of employees are grappling with financial stress, so pervasive that it permeates into their workplace, manifesting through absenteeism and presenteeism

Slaying the Data Dragon: Data Consolidation for Financial Advisors

Buried under the avalanche of data from countless investment providers? Welcome to the challenging world of a financial advisor. Scattered data is the dragon to slay for efficiency, accuracy, and service quality. Data dispersion is a hidden cost to your efficiency and service quality. Ever missed a telling insight because

The Unseen Leaks: Time Lost Equals Profits Missed

These time-consuming habits are silently eating into your profits and stunting your business growth in your financial advisory firm.

Get to Know the Team - Tammy

We are excited to introduce you to Tammy - our Operations Manager Ninja here at Wealthbit.

Get to Know the Team – Simon

Today, we're introducing you to Simon van Dyk, our Chief Technical Officer.

Get to Know the Team – Imtiaz

Welcome to our Get to Know the Team blog series! Each month we are shining the spotlight on one of our own, giving you the opportunity to get to know each member of our Wealthbit family a little bit better. Proudly South African at its core, Wealthbit is growing into

Culture Spotlight: Our fully remote year-end function

Wealthbit Team Year End 2022No one likes boring company year-end; forced to sit there waiting for things to end so that you can be that much closer to your holiday. No thanks. We wanted to do something different this year that reflects our culture and intentionality. We also decided to

A quick guide to great client experience this holiday

Clients stick around when they have a great experience. There is a lot of talk about client experience and how important it is for every business, including financial advice practices. But you might wonder how to deliver on what you know is essential. Here are 5 simple ways to give

Future of financial advice - what every advisor should know

Everything is changing. The way advisors work, the way they give advice, the way they earn revenue, and even what clients want from their advisors.

Have you heard about Wealthbit?

By using Wealthbit, Advisors are able to scale their businesses without breaking a sweat, and individuals have the insight and understanding they need to take control of their financial future.