Software for Financial Advisors
One system to run your entire practice.
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.
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Practice Insights
- Activewithin 3 months34
- Maintained3 to 9 months9
- Drifting9 to 18 months5
- Lost touchover 18 months2
Stop juggling tools. It's all right here.
Supporting advisors across these leading institutions
Supporting advisors across these leading institutions
Inside Your Terminal
One system to manage your whole practice.
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
Keep your dealer. Stop waiting on their tools.
This isn't a dealer change. It's a change in how you run your practice.
- You keep your dealer. You still place every trade through them. Nothing there changes.
Your Operating Flow
Your Current Dealer
UnchangedPlaces trades in your accounts · Monitors & manages accounts · Opens accounts
Your dealer handles execution. Advisor Terminal runs everything else.
- Everything else moves into Advisor Terminal: your CRM, notes, planning, tasks, and files, all in one place.
- Run your practice on technology built for where the industry is going.
- Build it once, keep it for good. Your data and clients stay yours, inside your terminal.
Works with any dealer platform, no formal integration. Your data flows in and out as you need.
Your Operating Flow
Your Current Dealer
UnchangedPlaces trades in your accounts · Monitors & manages accounts · Opens accounts
Your dealer handles execution. Advisor Terminal runs everything else.
Zero-Friction Migration
Your last migration. We move your whole practice in for you.
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
- 14,800 client records moved and matched
- 22 years of notes and documents imported
- Households, tasks and links rebuilt
One operating system. Everything connects to everything.
- Every record, note and document, from Maximizer, Wealthbox, Redtail, Salesforce, or a decade of spreadsheets.
- Rebuilt into households, tasks and a fully searchable timeline.
- You point us at your data. We do the rest.
- Normally $1,999, included free. Your data always stays yours.
Everything you run today
Scattered across toolsZero-Friction Migration
with your plan
- 14,800 client records moved and matched
- 22 years of notes and documents imported
- Households, tasks and links rebuilt
One operating system. Everything connects to everything.
Our favourite quotes
Advisors who made the switch.
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.”
“I told them they should raise the price. There’s a lot of value created here I’ve not seen before. For advisors this feels like magic!”
“This system basically supercharged me and my assistant. We can probably handle two times the size of my current practice, easily.”
“I’m an advisor, not a PM, but I’ve started operating client accounts using Portfolio Shift and Model Portfolios in the software. Incredible.”