A Future of New Possibilities.
Starlight represents the perfect balance of new technology to improve investors’ experience without sacrificing professional investment management.
PLAN IT. GUIDE IT. ACHIEVE IT.
An Innovative Investment Management Solution
As your partner, we assist you with the transition into the new age of financial planning. Having an efficient process without sacrificing high-quality investment management is crucial for your future success. Starlight can help you scale your practice with clients of all size and reduce the time used to service clients while meeting fiduciary obligations to act in your clients’ best interests.
- Risk profile ID in five minutes or less
- Simple account opening
- Secured signing process via DocuSign
- Dedicated investment committee
- Portfolio performance tracking
- Identifying and monitoring investments
- Monitor client progress
- View client activity in real time
- Manage prospects and clients
- Create account paperwork and send to client for electronic signature
- View account performance
- View billing statements
- Optimize and stress test
Starlight Portfolios represents the new age of financial planning, serving as your third-party online investment management platform.
A complete suite of financial toolsWe'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.