We Can Help Your Firm Be More Successful
Alphastar Capital Management offers IARs and RIAs the freedom of true independence to operate as the CEO of their firm. We do this by delivering innovation, 5-star service, industry-leading technology solutions, and a holistic approach to planning that seamlessly integrates Insurance products and AUM into one platform.
Growth Resources
To Help You Reach New Heights
FinTech
- Integrated Technology Stack
- Digitally Enabled Client Experience from Account Opening to Account Access
Business Development Consulting
- Coaching & Peer-to-Peer Sharing of Best Practices
- Bespoke Practice Consultations for Your Goals
Marketing
Enhance Your Dynamic Digital Footprint & Bring NEW Prospects into Your Funnel
- Nurture Your Database and Identify Your Most Engaged Prospects
Integrated Solutions
At Your Finger Tips!
Financial Planning
- Ability to Use Variety of Industry Leading & Client Friendly Software Tools Such As Riskalyze
- Full-Service Support from Our Planning Desk for All Your Financial Planning Needs
Asset Management
Access to Investment Solutions including DSTs, Structured Notes, & Exclusive POZ Portfolios
Exclusive Betashield Risk Mitigation Strategy
Holistic View of the Client’s Financial Picture Through an Enhanced Aggregation Tool
Practice Management
Best Practices That Work For You
Middle/Back Office
- Receive Bespoke Recommendations on Efficient Process Alignment to Best Utilize the Vast Alphastar Resources
- Ability to Leverage Our Ecosystem & Support Team So Your Firm is Free of Billing, Reporting, Account Transfers, Service Work, and Much More
Technology
- Have A Complete View of Your Practice & Your Client’s Portfolios at the Tip of Your Fingers
- Rest Easier Knowing You Have a Secure Technology Platform
Compliance
- Dedicated Compliance Portal with Online Submissions
- Centralized Compliance Resources & Best Practices to Help You Stay Current on the Ever-Changing Regulatory Environment
