Simple. Personalized. Affordable.
Save time and scale your financial advisory business with our streamlined all-in-one platform. We know it takes a lot of time and energy to do all the reporting and billing every cycle. Let us help.
What does AssetSprout offer you?
Advisor Dashboard
View your firm's most important performance insights and data visualizations in a central hub.
Client Portal
Empower clients with a personalized portal for secure 24/7 access to all their documents.
Performance Reporting
Generate simple and elegant performance reports that are easy for clients to understand.
Flexible Billing
Control how you get paid through flexible client billing methods and fee schedules.
CRM Integration
Access CRM data directly, including contact information, tasks, and meeting notes.
Data Connections
Take advantage of our robust partner network of custodians and data sources.