Build personalized financial plans and proposals to wow prospective clients and keep existing clients on track.
Choose from CFA designed model portfolios that closely match your client's investment needs
Spend less time processing paperwork and more time helping your clients reach their financial goals.
Deploy our highly targeted campaign strategies to help you cut your marketing spend and win more clients.
Get access to a full financial planning department that will run portfolio analysis and financial plans at no cost to you. You’ll no longer need to be the one entering ticker symbols online or creating financial plans — our staff will be standing by to do it for you.
We also provide an incredible white-labeled technology suite that allows you to consistently and effectively communicate with your clients and prospects using your own branding elements.
We offer training materials and live events covering everything from paperwork handling and processing best practices to business optimization and client communication strategies.
Brookstone offers our financial advisors a comprehensive technology stack through our proprietary Advisor Portal which includes Orion, inStream, Riskalyze, Morningstar, and more.
Yes, you can lean on the extensive resources of the Brookstone 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.
Yes, Brookstone 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.
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.
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.