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.

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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 platform
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
Back-office management

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

Digital marketing platform for advisors
Simplified client reporting

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


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.
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interactive financial advisor platform

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.
financial planning done for advisors

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.

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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.

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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.

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Our integrated advisor tech stack

We've brought industry standard solutions onto one, unified platform.
Advisor software - Orion
Advisor Support - Salesforce
Risk Management Software - Riskalyze
Advisor Planning Software - Morningstar
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Financial Planning Software - Instream
Charles Schwab
Charles Schwab
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And More!

Frequently Asked Questions

Still have unanswered questions? Get in touch

Discover how Brookstone can help you build a better business.

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