Supporting advisors across these leading institutions
Supporting advisors across these leading institutions
Software for Financial Advisors
Clients, notes, tasks, files, and forecasts, and more all in one system instead of ten.Your clients, notes, tasks, files, and forecasts, portfolio math, and more are all over the place. Advisor Terminal puts it into one system to manage your whole practice.
Stop juggling tools. It's all right here.
Supporting advisors across these leading institutions
Supporting advisors across these leading institutions
Inside Your Terminal
Every part of the environment connects back to your real client records, so every client interaction begins and ends in your terminal.
No dealer change required
This isn't a dealer change. It's a change in how you run your practice.
Your Operating Stack
Your dealer handles execution. Advisor Terminal runs everything else.
Works with any dealer platform, no formal integration. Your data flows in and out as you need.
Your Operating Stack
Your dealer handles execution. Advisor Terminal runs everything else.
Zero-Friction Migration
Switching systems is painful, so we take it off your plate. Our team moves everything in and rebuilds it, organized and searchable, before you ever log in.
Everything you run today
Scattered across toolsZero-Friction Migration
with your plan
StandbyOne operating system. Everything connects to everything.
Everything you run today
Scattered across toolsZero-Friction Migration
with your plan
StandbyOne operating system. Everything connects to everything.
Our favourite quotes
Straight from advisors running their business using Advisor Terminal.
“As a practice owner, Advisor Terminal gave me an entirely new way to manage and understand my business, staff, and clients.”
“…after two months on this system I feel like I’ve catapulted into the future of the industry, and it’s made me a much better advisor.”
“22 years of notes migrated in from day one, and it felt like we’d been using it the whole time. The entire team was shocked.”