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An advanced wealth management platform to accelerate your practice

Advisor Platform/Technology page hero

StoneX Wealth Management provides financial professionals and their clients with technology to manage their investments from anywhere in the world.

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Platforms & technology

At StoneX Wealth Management we continue to automate time-consuming processes, such as account opening and management, document imaging, transaction execution, and account rebalancing, all to improve your efficiency and accuracy.

StoneX-Icon-Help-Desk-Light
StoneX-Icon-Help-Desk-Light

StoneX Advisor

Comprehensive communications and trading platform exclusively for financial professionals. Offering tools and resources for account management, trading, reporting and analytics, in one integrated digital experience.

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StoneX_Icon_Events-Alt_Light

Advisor Center

One stop shop for learning materials, technology training, internal directory, application launchpad, and account forms.

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Pershing Net360 icon

Pershing NetX360

Client management, onboarding, trading and reporting platform for accounts held at Pershing.

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Envestnet icon

Envestnet

Manage your advisory business with tools from model portfolio trading, 3rd party portfolio library, automated billing, performance reporting, to client dashboards.

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Cloud icon

Salesforce

Full featured CRM customized in-house for representatives, with integrations to your book of business, client onboarding, and more.

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Request Quote icon

E-Sign

Suite of e-sign solutions, including DocuSign and Dropbox Sign, so you can choose the best for you.

A wealth management platform built for success

Our fully customizable and scalable advisor workstation, designed with feedback from investment professionals like yourself, provides instant access to account and client information, investment offerings, secure document storage, and practice management resources. Our state-of-the-art platform streamlines your processes and enhances efficiency, giving you immediate access to the information you need to run your business and meet your clients’ needs.

Practice operations resources

Practice operations & resources

  • Advisor workstation/dashboard
  • Marketing tools
  • Social media tools
  • Custom web solutions
  • Mobile application
  • Web-based resources
  • Practice Intelligence Intranet
Investment and portfolio management

Investment & portfolio management

  • Portfolio reporting
  • Investment proposals
  • Financial planning
  • Trading
  • Client engagement & management
  • Client portal
  • CRM
  • Management reports
  • Client segmentation
  • Lead generation
  • Onboarding technology and tools
Support services

Support services

  • 24/7 technology support
  • Dedicated regional support
  • Multiple training resources
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The information on this web site is not an offer to sell or a solicitation of an offer to but any security, not shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Wealth management services are offered through StoneX Wealth Management, a trade name used by StoneX Securities Inc. and StoneX Advisors Inc. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc., StoneX Securities Inc. and StoneX Advisors Inc. are wholly owned subsidiaries of StoneX Groups Inc. (NASAQ: SNEX). StoneX Group Inc., through its subsidiaries, connects clients to the global markets ecosystem- providing them with institutional- grade market access, end-to-end clearing and execution, and high-tough expertise.

You can learn more about the background of StoneX Securities Inc. on Broker Check.

All investments involve risk, including loss of principal. Past performance of any security, option, or strategy is not indicative of future success. Consider your personal financial situation, including your risk tolerance, before investing.

©StoneX 2024. All rights reserved.