Seamless client onboarding

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

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

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

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

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.