Starlight for Advisors

An easier approach to investment management

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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.

Disclosure Statement

Starlight Portfolios is a division of TLG Advisors, Inc., an SEC registered investment advisor.  Past performance is no guarantee of future results.  Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss.

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