Kestra Financial

Leading RIA/BD

Practice Independence

The solutions you need to stay above the rest
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Technology & Service Solutions

Technology & Service Solutions

Explore all of the industry leading and practice-enriching tools available to you
through Kestra Financial and Kestra Private Wealth Services.

AdvisorCompleteSM

AdvisorComplete is an integrated workstation that aligns all of your client data and daily business functions with:

  • Integrated online account opening and maintenance functionality
  • Daily views of your book of business including advisory, brokerage and directly held accounts
  • Consolidated brokerage and advisory account statements
  • Trading functionality
  • Account alerts

Leading Third-party Integration

The following technology resources integrate fully with AdvisorComplete.

Black Diamond:
Provides an institutional-quality performance reporting system

Albridge:
Delivers an accurate, single view of all of your clients’ assets

eSignature:
Electronically sign documents from anywhere

Redtail, Salesforce and SmartOffice:
Client management solutions designed specifically for multidiscipline financial professionals

AdvisorEnterpriseSM

AdvisorEnterprise is a comprehensive asset management platform, delivering third-party or advisor-built and advisor-managed solutions. This open architecture platform offers:

  • Branding with your practice’s logo
  • Robust advisory model management and trading tools
  • Portfolio manager accounts, third-party strategists and separate accounts in one platform
  • Research and side-by-side comparison tools
  • Customized proposals
  • Comprehensive reporting
  • Automated billing
  • Pre-populated paperwork

Research Center

Asset Allocation - Includes an asset-class performance matrix, multiple asset allocation models and more

Emerging Investments - Includes a new manager recommended list, manager analysis and inter-quarter performance reports

Research & Analysis - Includes monthly and quarterly commentaries that cover the markets, asset classes and the global economy

Market Commentary - Timely topics affecting the economy and capital markets, white papers and articles relating to financial planning and investment ideas

Retirement Plans

Kestra Retirement Center
Kestra Retirement Center provides further tools and services to grow your business, control costs and focus your energy.

  • Client-focused marketing materials you can brand to help generate more leads
  • Industry-leading retirement plan solutions for executives and business owners
  • Solutions to help corporate/business owner clients manage group benefits and other insurance needs

Retirement Plan Advisory Group
Join a network of 450+ advisory firms supporting plan clients and scaling their retirement consulting business with:

  • RPAG industry-leading Practice Management Platform
  • Platform = technology + compelling output + support
  • Effectively serve plan sponsors, increase sales and compete favorably up-market
  • Increase efficiency and profitability of your retirement plan practice

Expect Personalized Service

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We believe that personalized service and integrated technology go hand in hand in helping you achieve success. Our one-on-one service, delivered by tenured and knowledgeable support staff, enables you to provide your clients with the same exceptional level of service.

Each Kestra Financial associate receives extensive industry, communication and conflict resolution training. Experienced, dedicated teams are ready to provide you with comprehensive guidance that fits your needs, including:

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