RELY ON TECHNOLOGY
THAT SUPPORTS YOUR
YOU'RE EITHER IN THE TECH BUSINESSor you’re out of business
We’re a company built on innovative technology, and your business should be too. In fact, smart solutions that drive efficiency are imperative to your success. Our robust platform is designed to adapt with you as you grow, offers seamless integration, and is accessible from anywhere, anytime.
Our view of technology
We believe, simply, that technology should make your job easier. To do this, our platform is based on three fundamental principles.
Balance of Architecture
As an entrepreneur, you know what works for you. Our platform lets you integrate the tools and applications with which you’re already familiar to speed your transition and reduce downtime. This delivers you choice while also streamlining your business technology decisions.
Partner with Best-In-Class Systems
We don’t look to develop copycat systems. They’re inefficient and not financially sound. Instead, we partner with premier software applications to integrate with our platform. We invest in the best tools and always look to expand our offering for our advisors.
We believe making our platform more intuitive for advisors will also make it more secure. When advisors and their teams understand the safe way to do their job, it makes security that much stronger. Understandably, cyber threats are still prevalent, so Kestra Financial diligently meets all encryption and data protection standards.
ONE HUB, COMPLETE CONTROL
AdvisorComplete is our proprietary technology platform that acts as the centralized hub for all your day-to-day activities. At its core is a web-based system you can access from any device with single sign-on capability that connects you to all your trusted operational and financial applications. AdvisorComplete is flexible and scalable with an intuitive interface offering high-level business analysis as well as guidance on everyday processes.
Get the most from AdvisorComplete
Every innovation empowers success
You don’t have to be a technology expert to see the value our industry-leading platform and tools can add to your business. While you focus on your clients, we’re developing and improving on the systems that drive efficiency, strengthen your offering and simplify your operations. We constantly strive to produce the best solutions for you—and we’re never done.Meet with us