Build a stronger,
smarter advisory practice with Advisor Desk
Advisor Desk gives you the tools to streamline your workflows, deepen client relationships, and grow your business with confidence.
You’re managing more than ever.
It’s not just markets that are shifting. You're navigating tighter regulations, integrating new tools, and meeting higher expectations from clients who want more personalization and transparency, without compromising on your service or time.
Too many tools, not enough integration
Switching between platforms slows you down and adds risk.
Growing pressure to personalize
Clients want tailored advice, fast answers, and complete transparency.
Admin tasks eat into the time you’d rather spend deepening relationships or building your practice.
Limited time to grow
Solutions
Advisor Desk is built to remove friction, so you can focus on what matters
This platform was designed alongside advisors, not just for them. Advisor Desk brings everything together, so you can spend less time juggling systems and more time delivering value to your clients.
Discover
Features built for financial professionals
Document and version control
Keep everything organized, accurate, and up to date.
Stay protected, meet obligations, and reduce risk.
Built-in compliance tools
Collaborate and share without switching tools.
Secure advisor-client communication
Assign, track, and complete actions across your practice.
Workflow and task management
Scales with your goals
As your needs evolve, Advisor Desk keeps pace with intuitive updates and expanded tools.
Referral and growth tools
Track introductions, expand your network, and scale with confidence.
View activity, trends, and performance at a glance.
Real-time insights and dashboards
Part of a forward-thinking community
Designed in partnership with advisors and individuals who expect more from their financial platforms.
Everything you need to stay efficient, compliant, and connected
Advisor Desk brings together your tools, data, and communications in one intuitive platform. You get the clarity and structure to work better today, with the flexibility to grow tomorrow.
Efficiency
Streamlined workflows and automation reduce administrative burden.
Security
Bank-grade encryption and privacy-first protocols built in.
Designed for solo advisors, boutique firms, and teams alike.
Flexibility
Growth
Stay ahead with tools that adapt to your evolving goals.
Get started with AdvisorDesk
Step 1
Register for Early Access
We’ll reach out as onboarding begins.
Step 2
Configure workflows, invite your team, and customize how you engage with clients.
Set up your practice profile
Step 3
Manage relationships, streamline operations, and grow your business, all from one secure platform.
Start delivering more value
Join a community of forward-thinking financial advisors
Be among the first to access Advisor Desk, a platform designed to support how you work and how you grow.
*By clicking Sign Up for Early Access, you agree to our Terms and Conditions.