At Stifel, we’ve super-charged our digital transformation by rolling out technology built for advisors. Tech that strengthens client bonds by making your financial advice more accessible, not obsolete. Tech that is not designed for management to track your productivity, but equip you with tools to run your practice more efficiently and effectively.
“We create solutions based on conversations with our financial advisors. You know, the people actually using the technology. They’ve told us they want simplicity, convenience, relevance, and agility. Something that’s best-in-class. And we’ve delivered.”
Chief Operating Officer
Stifel Wealth Tracker is complete with tools to help your clients digitally organize their financial lives into one, secure location. It provides aggregation, consolidated position tracking, the opportunity to build a balance sheet and track cash flow, access to Stifel’s nationally recognized research, bill pay, credit and debit card management, and much more.
As a bonus, the application is not only client-facing, it works for prospects too. Wealth Tracker gives prospects a taste of what it’s like to work with you, and the moment they become a client, their suite of digital capabilities is fully enhanced. We’re excited about the future of Wealth Tracker as we continue to build out additional features and importantly, the opportunity it presents our advisors to grow their business.
Our CRM implementation of Salesforce is unlike any other in the industry. Why? Put simply, ours was built based on feedback from advisors and their support staff, NOT layers of management. We don’t even have those.
Salesforce is beautifully integrated with all of our digital applications and allows for complete customization to match your business practice. The platform is forward looking, mobile friendly, and enables superb collaboration and follow-through.
We have streamlined all of our workflows to integrate with DocuSign to help you deliver a great client experience that starts the moment you transition to Stifel. With Docusign, you will always know where your service requests stands, making your practice run seamlessly. Your staff will thank us, but really that’s just what we’re here to do. Free up time in your day so you can do what you do best and focus on your clients.
We run the industry’s leading performance reporting system – Addepar. The system allows our advisors to provide a high-touch, fully customized experience, aggregating all of their clients’ investable assets to report on their full financial picture. Plus, our operations teams perform daily reconciliation of this system to ensure accurate portfolio reviews.
If you’re looking to report like a family office CFO and change the way your clients think about their net worth, now’s your chance.