Advisor Portal:
The all-in-one financial advisor platform

Our integrated Advisor Portal helps you unify your office administration, asset management, and support from one centralized platform. By combining client management and account administration in an intuitive, fully integrated and easily scaled advisor platform we can help you reach our goals faster.

financial advisor marketing investment platform

Our integrated tech stack
- all the features you'll need

Use our platform to elevate the client experience, operate more efficiently, and offload your office administration.

Comprehensive planning and proposal tools

Build personalized financial plans and proposals to wow prospective clients and keep existing clients on track.

Turnkey Model Portfolios investment platform

Track prospects and streamline onboarding

Use our Advisor Portal to generate custom risk profiles,
build portfolios and track client onboarding.

Back-office management

Spend less time processing paperwork and more time helping your clients reach their financial goals.

Simplified client reporting

View your client list in a more useful and intuitive way, including a snapshot of their investment allocations and performance.

ADVISOR PORTAL

Flexible, digital solutions

We understand independent financial advisors require a different digital strategy to grow their business and build closer relationships with their clients. Our platform provides access to every system you need to run a modern practice.

ADVISOR TECHNOLOGY

Do more with a robust tech stack

Operate more effectively and drive efficiency with a technology built for financial advisors. Our Portal integrates with custodians and 3rd party companies, helps streamline account opening, simplifies client reporting and trading, builds portfolios, rebalances, plus so much more!

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asset management platform for wealth financial advisors

The technology you need to succeed

We’re committed to offering financial advisors smart and modern ways to grow their advisory practice and avoid wasting money on ineffective, inefficient business strategies.

Comprehensive Client Management

Easily manage all your client information in one secure, intuitive platform. Our Advisor Portal allows you to access your client accounts and documents all in one place.

Advanced Analytics and Reporting

Make informed decisions with our analytics and reporting tools. Our Advisor Portal provides access to detailed reports tailored to your clients’ needs, helping them understand their financial status and progress.

Trading

Ditch the spreadsheets with a complete, automated approach to trading that scales with you. Our Advisor Portal provides complete household level rebalancing and efficiently process with direct integrations to multiple custodians.

Our integrated advisor tech stack

We've brought industry standard solutions onto one, unified platform.

Orion

Salesforce

Riskalyze

Morningstar

Bloomberg

Instream

Charles Schwab

Fidelity

And More!

Frequently Asked Questions

What software does the StockPointDigital platform provide access to?

StockPointDigital offers our financial advisors a comprehensive technology stack through our proprietary Advisor Portal which includes Orion, inStream, Riskalyze, Morningstar, and more.

Does StockPointDigital provide comprehensive support? Will I have someone to call?

Yes, you can lean on the extensive resources of the StockPointDigital team to support every aspect of our practice including investments, operational, billing, trading, marketing, compliance, and financial planning. Our staff provides all our independent investment advisors all stage support to help them with all aspects of running a practice including middle and back office management, investment proposal and case study design, and ongoing education on essential and timely investment and business topics.

Will the platform help me handle more clients without hiring more staff?

Yes, StockPointDigital give all all the resources you need along with our turnkey service approach enables you leverage our extensive infrastructure so you can focus on finding new clients and growing your practice.

Are there tools in the Platform that will help me improve client retention?

Yes, we offer an entire spectrum of support including a disciplined communications process that provides updates on everything from investment and business topics to marketing materials you may need.

Will I and my office staff be trained on how to use the Platform?

Yes, in addition to our streamlined onboarding process our Advisors Services team offers ongoing and continuous training on our platform and processes and is available anytime to show you or your staff how to maximize the platform to best suit your practice.

Still have unanswered questions? Get in touch

Discover how StockPointDigital can help you build a better business.

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