ModernAdvisor Pro gives you the tools you need to manage your practice, so you can focus on building your client relationships
KYC Process
Account Opening
Investment Selection
Account Management
Tax Loss Harvesting
Portfolio Optimization
Tax Optimization
Account Statements

“You have a trusted relationship with your clients. By partnering with ModernAdvisor, we can help you strengthen that relationship and complement your existing services by providing your clients with an advanced online wealth management solution.”

Navid Boostani, Founder of ModernAdvisor

Benefits of ModernAdvisor Pro

Seamless client onboarding

ModernAdvisor Pro offers a simple digital account opening process on desktop and mobile. We reduce your administrative burden and help you focus on what matters the most – building meaningful client relationships.

Your very own support team

At ModernAdvisor, we have a team of professionals dedicated to working with you. Join many advisors who have already partnered with ModernAdvisor to offer their clients an effective and efficient investment experience.

Online and on-demand

At ModernAdvisor, we’re online, and on-demand. You, and your clients, can sign up and access your accounts when and where it’s convenient for you – no appointment required. View your dashboard on your desktop or mobile device, and get help by phone, email, or online chat.

Monitor everything in one place

With your ModernAdvisor dashboard, you can stay up to date and informed on your client’s investment portfolios. Monitor your client’s success, measure progress towards goals, and monitor account activity – all at a glance from your ModernAdvisor dashboard.

Low-cost for your clients

Our portfolios are professionally designed and managed by CFA Charterholders. At ModernAdvisor, our low management fees and ultra low-cost ETFs means your clients keep more of their own money, without sacrificing returns.

Flexible pricing

We think you should set your client fees, not us. That’s why we will work with you to find just the right pricing structure for you and your clients.

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See how you can grow your business by optimizing your practice with ModernAdvisor Pro.

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Still not sure if ModernAdvisor is for you?

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