Advanced technology platforms for your financial advisory practice

StoneX Wealth Management provides financial professionals and their clients with technology to manage their investments from anywhere in the world.

Comprehensive platforms and technology for financial advisors

At StoneX Wealth Management we continue to automate time-consuming processes, such as account opening and management, document imaging, transaction execution, and account rebalancing, all to improve your efficiency and accuracy.

StoneX Advisor platform

Comprehensive communications and trading platform exclusively for financial professionals. Offering tools and resources for account management, trading, reporting and analytics, in one integrated digital experience.

Advisor integration center

One stop shop for learning materials, technology training, internal directory, application launchpad, and account forms.

Client management with Pershing NetX360

Client management, onboarding, trading and reporting platform for accounts held at Pershing.

Portfolio management with Envestnet

Manage your advisory business with tools from model portfolio trading, 3rd party portfolio library, automated billing, performance reporting, to client dashboards.

Salesforce CRM technology for financial professionals

Full featured CRM customized in-house for representatives, with integrations to your book of business, client onboarding, and more.

E-signature solutions for financial advisors

Suite of e-sign solutions, including DocuSign and Dropbox Sign, so you can choose the best for you.

Customizable wealth management platform for success

Our fully customizable and scalable advisor workstation, designed with feedback from investment professionals like yourself, provides instant access to account and client information, investment offerings, secure document storage, and practice management resources. Our state-of-the-art platform streamlines your processes and enhances efficiency, giving you immediate access to the information you need to run your business and meet your clients’ needs.

Practice management platform and resources

Advisor workstation/dashboard
Marketing tools
Social media tools
Custom web solutions
Mobile application
Web-based resources
Practice Intelligence Intranet

Screenshot of the StoneX Advisor desktop interface displaying portfolio summary, asset allocation pie chart, and account details.

Investment and portfolio management technology

Portfolio reporting
Investment proposals
Financial planning
Trading
Client engagement & management
Client portal
CRM
Management reports
Client segmentation
Lead generation
Onboarding technology and tools

Financial dashboard interface with dark theme showing net worth, asset allocation, budgets, income vs spending, and performance metrics for an individual investor.

Trading technology and support services for advisors

24/7 technology support
Dedicated regional support
Multiple training resources

Smiling female customer service representative wearing a headset, working in a modern office environment.

StoneX: We open markets

Our market expertise, advanced platforms, global reach, culture of full transparency and commitment to our clients’ success all set us apart in the financial marketplace.

Reach

With access to 40+ derivatives exchanges, 180+ foreign exchange markets, nearly every global securities marketplace and numerous bi-lateral liquidity venues, StoneX’s digital network and deep relationships can take clients anywhere they want to go.

Transparency

As a publicly traded company meeting the highest standards of regulatory compliance in the markets we serve; our financials and record of accomplishment are matters of public record. StoneX’s commitment to “doing the right thing over the easy thing” sets us apart in the industry and helps us build respect, client trust and new partnerships.

Expertise

From our proprietary Market Intelligence platform, to “boots on the ground” expertise from award-winning traders and professionals, we connect our clients directly to actionable insights they can use to make more informed decisions and achieve their goals in the global markets.

The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Wealth management services are offered through StoneX Wealth Management, a trade name used by StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc. and Trust Advisory Group, Ltd. StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. are wholly owned subsidiaries of StoneX Group Inc. (NASDAQ: SNEX). StoneX Group Inc., through its subsidiaries, connects clients them with institutional-grade market access, end-to-end clearing and execution, and high-touch expertise.

You can learn more about the background of StoneX Securities Inc. on Broker Check.

All investments involve risk, including loss of principal. Past performance of any security, option, or strategy is not indicative of future success. Consider your personal financial situation, including your risk tolerance, before investing. StoneX Wealth Management does not provide tax advice.