All the operational support you need to succeed

We’re committed to offering independent financial advisors smart and modern ways to grow their advisory practice. You can lean on the extensive resources of our operational support teams to help streamline your onboarding, new business, trading, billing, and compliance needs.

best platform for independent financial advisor

Add excellence & efficiency to your practice

We offer independent financial professionals an all-inclusive infrastructure and all the support you need to help you start, build, and grow your business.

With the support of StockPointDigital, you’ll be able to run your practice your way, with the resources
of a full-service firm by your side. We have the experience, insights, and operational infrastructure to support you at every stage of your business development.

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all-in-one advisor platform

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 helps your practice make sure you’re aware of all the rules and regulations.

  • Full Compliance Oversight
  • Support
  • Archiving
  • E & O Insurance
scale your assets under management

Dedicated Operational Support

Our team will help you manage the entire process of administrating, funding, and maintaining clients’ accounts.
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Billing
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Compliance
strengthen client relationships
Operations
Trading
Account Opening
Dedicated Support
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Much More
2006
Founded in Wheaton, IL
by Dean Zayed
50K+
Client accounts
serviced annually
$8.8B+
Asset under management
as of December, 2023

Let us help you grow

Discover how StockPointDigital's dedicated service team can assist advisors with day-to-day needs, including specialized onboarding support.
streamline your advisory practice
Want to learn more? Contact us
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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

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