Investment tracking software for Financial advisors
Investment tracking software for financial advisors — StockRoute helps financial advisors track a portfolio across brokerages and build a rolling cash-flow forecast in one place. See how it fits your workflow.
The challenges financial advisors face
Financial advisors juggle track a portfolio across brokerages, build a rolling cash-flow forecast, automate financial reporting, monitor investment performance, rebalance a portfolio — often across spreadsheets and disconnected tools.
How StockRoute helps financial advisors
- Multi-brokerage portfolio tracking — tailored to financial advisors
- Performance monitoring — tailored to financial advisors
- Rebalancing — tailored to financial advisors
- Reporting automation — tailored to financial advisors
- Watchlists & alerts — tailored to financial advisors
Getting started
Financial advisors can be up and running on StockRoute in a day. Import your data, invite your team, and automate track a portfolio across brokerages.
Try StockRoute free
Investment tracking software built for active investors and financial advisors. Flat, predictable pricing — no per-seat surprises.
Start free with StockRoute →Frequently asked questions
Is StockRoute good for financial advisors?
Yes — StockRoute is designed for active investors and financial advisors, including financial advisors, with multi-brokerage portfolio tracking, performance monitoring, rebalancing.