Investment tracking software for RIAs
Investment tracking software for RIAs — StockRoute helps RIAs track a portfolio across brokerages and build a rolling cash-flow forecast in one place. See how it fits your workflow.
The challenges RIAs face
RIAs 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 RIAs
- Multi-brokerage portfolio tracking — tailored to RIAs
- Performance monitoring — tailored to RIAs
- Rebalancing — tailored to RIAs
- Reporting automation — tailored to RIAs
- Watchlists & alerts — tailored to RIAs
Getting started
RIAs 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 RIAs?
Yes — StockRoute is designed for active investors and financial advisors, including RIAs, with multi-brokerage portfolio tracking, performance monitoring, rebalancing.