An easier approach to investment management
Starlight Portfolios represents the new age of financial planning, serving as your third-party online investment management platform. We’ve designed the investor experience to provide your clients with all of the tools needed to invest, grow, and manage their personal finances.
Risk Profile Identification | Account Opening | Client Management
FOR INVESTORSFOR ADVISORS
An Automated Investment Management Solution
As your partner, we assist you with the transition into the new age of financial planning. The online market for wealth management is continually growing, offering your clients many options for investment management automation. Starlight Portfolios can assist you with retaining clients of all size and reducing the time used to service clients while meeting fiduciary obligations to act in your clients’ best interests.
Paperless Processing
- Risk profile ID in 5 minutes or less
- Simple account opening
- Secured signing process via DocuSign
Fiduciary Oversight
- Dedicated investment committee
- Portfolio performance tracking
- Fund management oversight
- Identifying and monitoring investments
Advisor Dashboard
- Monitor client progress
- View client activity in real-time
- Manage prospects and clients
- Create account paperwork and send to client for electronic signature
Money Management
- View account performance
- Create performance reports
- View billing statements
- Optimize and stress test
A complete suite of personal finance tools
We've designed the investor experience to provide your clients with all of the tools needed to create an account, process transfers, and manage their personal finances through account aggregation. The investor portal also includes a secure document vault.
Elevate your brand
Unlike other automated platforms, Starlight Portfolios offers a customized branded site for client on-boarding. You can use your on-boarding page as an addition to your firm's website, send a link to the page to clients and prospects allowing them the ability to open accounts independently, or use your branded site as part of your prospecting efforts.
An integrated advisor dashboard
Business efficiency through online processing, including the ability to track client progress, account opening, and more from the integrative advisor dashboard. The platform also includes CRM functions and client billing capabilities.