Fully electronic forms library and electronic signature services allow for increased efficiencies when opening new accounts & conducting client account maintenance
Accounting & reporting software that provides aggregate client data across multiple custodians & accounts. Advisor & client level logins, custom report building, and smartphone & tablet app provide seamless account visibility
Online portal for all client account maintenance, compliance resources, sales & marketing materials, & single sign-on for other online advisor resources
Through AlphaStar’s Planning Desk, Advisors have access to reports and presentations generated from a wide range of portfolio analysis, income planning, and financial planning software.