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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.

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