A powerful, TAMP+ designed to support every aspect of your practice.

StockPointDigital is a Turnkey Asset Management Platform that helps independent financial advisors grow by providing the right tools and resources, along with a dedicated team of professionals to better serve your practice.

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asset management platform that suits your practice

Dedicated Advisor Support

Our dedicated team is here to serve our advisors by offering all the support they need to succeed. Advisors can utilize our team, services, and technology for a unique and customizable solution.

Guided advisor training to better serve your clients

Advisor Training Programs

We provide our advisors with the most comprehensive education and training possible. From investments to practice management to conducting appointments - we have you covered.

Advisor Portal

Our integrated Advisor Portal has all the features independent advisors need to help elevate the client experience, operate more efficiently, and offload your office administration.

Low margin rates

Margin rates start at 8.83% or lower, depending on account balance. Our competitive margin rates offer margin traders big savings compared to rates from other big brokers.

Trading tools for all investors

Trade on a platform that suits your style. Whether you prefer robust tools and charting capabilities or are looking for less-technical way to place trades and manage your account, we have you covered.

Outstanding support

Our support team of licensed brokers are here to help answer your questions and provide complimentary broker-assisted trades. Connect with a representative anytime by email.

Everything advisors need in ONE platform.

Every aspect of managing your practice is improved when using our platform. More tasks are simplified and automated, giving you more time to focus on finding and servicing clients. We offer our expertise to help advisors across the country grow their practice with our integrated tech stack, customized investment solutions, back-office support, financial planning, and comprehensive training and marketing programs.

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The all-in-one practice builder

StockPointDigital’s comprehensive Advisor portal is built on cutting-edge technology and includes a wide range of options and streamlined operational support for a fully integrated solution for your practice.

Track prospects and streamline onboarding

Our Advisor Portal is the central hub for our advisors. The Portal is where you would go to run proposals for clients as well as to find resources such as our forms, custodial paperwork, training materials, and more.

Back-office management

Our streamlined approach saves you time so you can spend less time processing paperwork and more time helping your clients reach their financial goals.

Learn more about our advisor technology

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More choices for you and your clients.

Our wide spectrum of investment options gives you the ability to offer an array of customized solutions to suit client’s risk tolerance, investment objectives, and timeline horizons.

Do it for me: Turnkey investment options with our CFA-designed RAISE core models.

Do it with help: Risk-based templates for any client profile and risk tolerance.

Do it myself: Expanded roster of investment options in our Open Architecture platform.
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Learn more about our investments platform

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Comprehensive Training Programs

We provide our advisors with the most comprehensive education and training possible. Our Positioning Advisors for Success Series (PASS) is an expansive, multi-level training program built to suit advisors of all experience levels.

Advisor Core Training

Advisor Advanced Training

Inspire National Conference
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Learn more about our advisor training

financial planning compliance and operational support

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Turnkey marketing solutions

We provide our advisors valuable marketing services and comprehensive marketing solutions to help you attract new clients.

Digital hybrid marketing

Tap into our proven marketing funnels to start reaching more potential clients today. Our highly targeted Facebook ad campaigns connect you to qualified prospects at local libraries, colleges, and universities.

Learn more about the Retirement Wealth Academy

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Win clients with first-class financial planning

We'll not only help you meet new prospects, our financial planning team can help you convert them into clients too. We serve hundreds of advisors, running thousands of plans each year; we know what works, what doesn’t, and what high-value clients are really looking for.

Leverage our planning team to:

Convert more HNW individuals
Close more business
Scale your AUM
Retain existing clients

Learn more about Financial Planning

best platform for digital asset management

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All the support you need to succeed

Operational support

You can lean on our extensive resources of our operational team to help you streamline all your back office management. Our team will help you manage the entire process of administrating, funding, and maintaining clients’ accounts.

Compliance support

With the constantly changing SEC regulations and the onset of the new DOL fiduciary rule, full-scope compliance support is mandatory. Our team provides full compliance oversight, support, archiving, and E&O insurance.

Plus Trading, Billing Support, and more!

Learn more about how we support you

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GROW WITH US

One of the fastest growing RIA according to Financial Advisor Magazine.

Since 2006, StockPointDigital has been an industry leader with a focus on one thing – being the absolute best choice for financial advisors. With over 1,000+ investment advisors doing business in all 50 states, we are a leader in the independent financial advisory space.
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Read the press release

More than just a platform

Watch as Dean Zayed, founder and CEO, discusses how StockPointDigital is redefining and reinventing the TAMP space by offering independent advisors a lot more than just a money management provider.

See what advisors are saying

Our Goal

_" Be the idea, thought, and platform leader at the intersection of insurance and securities to create the most enhanced asset gatherers possible. And be THE primary financial industry partner that helps you build a sustainable, enjoyable, and scalable practice designed to maximize your enterprise value._"- Dean Zayed, Founder & CEO

1,000+

advisors supported

$8.8B+

in AUM as of December 2023

80K+

clients serviced annually

Why do over 1,000 advisors choose StockPointDigital?

Integrated Advisor Portal

Open Architecture Platform

Turnkey Model Portfolios

Comprehensive Planning Tools

Streamlined Account Opening

Custodial Integration

Compliance Support

Retirement Wealth Academy

Partnerships with Industry Leaders

Boutique Investment Strategies

Portfolio Builder

Dedicated Trading Team

Sleeve Level Reporting

Personalized Financial Planning

Prospect Tracking

Advisor Training & Workshops

Monthly Performance Reports

And Much More!

Trusted by the industry's best

We've helped some of the nation's best financial advisors build their business.

“ I always earn $75,000 monthly using his trading patterns.”

John Larson

“I started investing in bitcoin and the crypto trading in January. “A friend showed me how much money he'd made on bitcoin trading with this platform. I needed to give them a trial, to cut the long story short, I am now a bitcoin millionaire!”

HENRY COHEN, USA

“I opened a trading account and decided to get into Bitcoin Early last year! interestingly enough, I made my first purchase of $10,000 in Bitcoin, and $6400 on Ethereum. Within hours, I had made a profit of $20k. I thought, ‘Wow, I just made good return in just a day. That’s crazy,'” i said in a BusinessInsider interview. I then began to pour more into crypto trading. Thousands more. First $100,000 then $500,000 and a million . After a year of trading, my account balance stood at $14m In parallel, i began reading up on cryptocurrencies and polished my crypto trading skills too Today, my portfolio is worth well over 120 million dollars.”

JENNY CROWE, USA

“Saving doesn’t make one rich, investing does! A key goal of saving and investing, even at an early age, should be to help ensure that you have enough money after you stop working. I have made more money in crypto than I ever did working in the U.S navy!”

ROB AALDERS, UNITED KINGDOM

“Brookstone's superior advisor support and training helped grow my AUM by 60% in just a few short years – including both a global pandemic and a maternity leave. Look no further if you are looking for an RIA to be a true, vested partner.”

April Crews Suwanee, GA

“From the start of my career to buying and building a successful advisory practice, Brookstone has been there to help me every step of the way.”

Nick Boeckman Sidney, OH

“Brookstone has always been a forward thinking firm. Providing me with cutting-edge technology solutions has made it easier and faster to conduct business.”

Jeff Gorton Oklahoma City, OK

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StockPointDigital, LLC and its representatives are in compliance with the current filing requirements as required by those states in which StockPointDigital Capital Management, LLC maintains clients. StockPointDigital, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

Previous Address: 2690 Mission St, San Francisco, CA 94110, United States

Current Address: 100 University Ave, 8th Floor, Toronto, ON M5J 2Y1, Canada