Looking for An Automated Investment Management Solution?
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.
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.
Integrated CRM Functions
Our technology helps you manage clients and prospects seamlessly as all information gathered is shared throughout the platform. Enter data once and it populates through the contact record, risk profile, account opening, and investment management experiences.
Risk Profile Identification
In 7 questions, we can assign your client’s risk profile based on identification of time horizon, savings, risk posture, risk tolerance and investment goal. Process can be completed in 15 minutes, or less.
Automated Portfolio Management
Save time and gain peace of mind that your client’s investments will be managed and re-balanced to meet their best interests. We manage trading through our automated process integration with TD Ameritrade, allowing you to stay focused on your client relationships.