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 INVESTORS FOR 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.