Simple, yet powerful advisor tools
We manage the technology so you can focus on your clients
One-click allocation models
Pre-built asset allocation models designed to diversify your clients’ exposure and meet their financial goals
Customize portfolios with thematic tilts and smart beta strategies
Build allocations from scratch or easily migrate your models
One-click rebalance for hundreds of clients
Cost efficient one-stop solution
Manage more clients with less effort
Intergenerational transfers made easy
Leverage a fully integrated social ecosystem to engage effectively with your clients' heirs
86% of next generation investors say they'd fire their parents' advisor
source: Rothstein Koss, 2009
Keep play money in-house
Oversee client investment decisions and educate them on the basics of investing
"I have a self-directed account"
"My client has a self-directed account"
source: Cerulli Associates, 2013
Deepen Client Relationships
Spend less money on technology, spend more time with your clients
Motif Advisor: created by Motif Investing
What the press is saying about us...
"Goldman Sachs Invests in Upstart Online Broker"