Don’t Let Crypto Be Your Kryptonite
Don’t leave your clients investing in digital currencies on their own. AdvisorPeak introduces the wealth management industry’s first digital trading solution.
Powerful Trading & Rebalancing Software
Seamless Integrations
Our software seamlessly integrates with the software and system you already use allowing your firm to be software agnostic. We fully support most major custodians and portfolio management systems as well as service and analytics partners.
Simple & Feature-Rich
AdvisorPeak makes it easy to manage allocation models, from simple to complex. Our algorithm monitors your households and accounts and provides real-time data for quick decision making. The world moves fast, AdvisorPeak helps advisors move faster.
Fine-Tuned Securities Management
Supports all types of securities, mutual funds, stocks, ETF’s, fixed income, hedge funds or currencies. Set unlimited security equivalencies, manage fund and redemption fees, set do-not-sell restrictions or treat securities as cash.
Trade with Speed and Accuracy
Persistent monitoring algorithms provide alerts based on your unique settings. Set custom trade minimums, and trading fee thresholds. Allow for drift % from target and optimize for tax savings. Then make bulk trades with rapid precision.
Fix & Trade Order Management
Straight-through trade routing to virtually every custodian and brokerage firm in the country to simplify your trade execution. Institutional-grade Trade Order Management (TOM) available that includes block trading, order sets, and algorithmic trading.
Best in Class Customer Support
AdvisorPeak’s service and support team is unmatched in the industry. From onboarding to troubleshooting we will be there to guide your team every step of the way. Our software is a result of years of feedback from our clients, your voice matters.
FRESH AND FOCUSED
Intuitive User Experience
Our user-friendly interface makes onboarding a breeze where you’ll be creating models, managing accounts, trading, and rebalancing efficiently, saving you time to focus on maintaining client relationships.
Get started with AdvisorPeak today!
Enterprise-Class Portfolio Management
Located on the Silicon Slopes of Utah, AdvisorPeak, Inc. was founded by former financial advisors and wealth management industry experts with the vision of bringing innovative software to the financial services industry. Designed to meet the real-world needs that advisors and institutions face, AdvisorPeak is the product of years of in-depth research and development in tax-smart portfolio trading and rebalancing. AdvisorPeak puts enterprise-class portfolio management tools within reach of all investment professionals.
Learn More
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Our Team Makes the Difference
We’re an extension of your team, here to make sure you get the most out of technology and tools. Our team of developers, designers and support agents is the most experienced in the industry.
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