Advanced technology platforms for your financial advisory practice
StoneX Wealth Management provides financial professionals and their clients with technology to manage their investments from anywhere in the world.
Customizable wealth management platform 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 management platform and resources
- Advisor workstation/dashboard
- Marketing tools
- Social media tools
- Custom web solutions
- Mobile application
- Web-based resources
- Practice Intelligence Intranet
Investment and portfolio management technology
- Portfolio reporting
- Investment proposals
- Financial planning
- Trading
- Client engagement & management
- Client portal
- CRM
- Management reports
- Client segmentation
- Lead generation
- Onboarding technology and tools
Trading technology and support services for advisors
- 24/7 technology support
- Dedicated regional support
- Multiple training resources
Our market expertise, advanced platforms, global reach, culture of full transparency and commitment to our clients’ success all set us apart in the financial marketplace.
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GlobalityWith access to 40+ derivatives exchanges, 180+ foreign exchange markets, nearly every global securities marketplace and numerous bi-lateral liquidity venues, StoneX’s digital network and deep relationships can take clients anywhere they want to go.
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TransparencyAs a publicly traded company meeting the highest standards of regulatory compliance in the markets we serve; our financials and record of accomplishment are matters of public record. StoneX’s commitment to “doing the right thing over the easy thing” sets us apart in the industry and helps us build respect, client trust and new partnerships.
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ExpertiseFrom our proprietary Market Intelligence platform, to “boots on the ground” expertise from award-winning traders and professionals, we connect our clients directly to actionable insights they can use to make more informed decisions and achieve their goals in the global markets.
The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor 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., StoneX Advisors Inc. and Trust Advisory Group, Ltd. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc. and Trust Advisory Group, Ltd. Trust Advisory Group, Ltd. is a wholly owned subsidiary of StoneX Advisors Inc. StoneX Securities Inc. and StoneX Advisors Inc. are wholly owned subsidiaries of StoneX Group Inc. (NASDAQ: SNEX). StoneX Group Inc., through its subsidiaries, connects clients them with institutional-grade market access, end-to-end clearing and execution, and high-touch 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 Wealth Management does not provide tax advice.
©StoneX 2024. All rights reserved.