SA Stone
A subsidiary of INTL FC Stone
Year founded: 2002
Year end: Dec. 31
Technology
| Social Media & Mobile | |||
| Allows advisers to use social media | Y | ||
| Social media sites allowed | |||
| Dedicated mobile application for advisers? | Y | ||
| Primary purpose of mobile application | — | ||
| Software Offered | |||
| Account aggregation software | Other | ||
| Compliance software | Protegent Surveillance (SunGard Data Systems Inc.) Other |
||
| CRM | Act4Advisors (Allied Financial Software Inc.) Ebix CRM Smartoffice (Ebix) Junxure (CRM Software Inc.) Redtail CRM (Redtail Technology) Built in house/Proprietary |
||
| Document management | Redtail Imaging (Redtail Technology) Built in house/Proprietary |
||
| Financial planning | eMoney360 (eMoney Advisor) Morningstar Advisor Workstation (Morningstar Inc.) Thomson One Wealth Management (Thomson Reuters) Other |
||
| Portfolio management | Advent Portfolio Exchange (Advent Software Inc.) Built in house/Proprietary |
||
| Portfolio rebalancing | Other | ||
| Robo-advice | |||
| Offers robo-advisory platform? | N | ||
| If not, when plans to offer a robo-platform | We do not plan on offering robo-advisory services | ||
| Robo-advice services offered | — | ||
| How robo-platform developed | — | ||
| Charge for robo-advisory services? | — | ||
- Notes
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
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