Discover the Difference.
Find out what StockPointDigital can do for you!

Joining StockPointDigital makes you part of one of the fastest-growing advisor platforms in the country. Our advisors get access to cutting-edge technology, skilled support professionals, a high-performance client acquisition program, and unparalleled training opportunities that help them run their business more efficiently while serving more clients.

By leveraging our comprehensive suite of tools and services, our advisors are able to spend more time on building and maintaining their relationships with existing and prospective clients. Lower operational overhead, reduced client churn, and easier client acquisition means our financial advisors are able to grow their practices faster and more sustainably than they would be able to on their own.

Our expert in-house planning team works closely with each advisor to understand the unique financial situation of each client and create a personalized financial plans that match their goals and risk tolerance. Instead of spending countless hours working on financial plans yourself, you'll be able to leverage a team that creates thousands of plans every year to deliver the results your clients are looking for.

Yes! We provide training, software, and back office support that makes it easier for advisors to manage their practice without having to hire additional staff.

Yes, StockPointDigital works with our investment advisors who are looking to retire or sell their practice on continuity and succession planning.  We understand the importance of succession planning and our leadership team will work directly with you to understand your timeline, your options, and the best path forward on the sale of your practice.