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.