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What to Know About Core
Applications?
Core applications are the foundational platforms that support how advisors work every day from managing portfolios to tracking client relationships, generating reports, and more.
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At FourStar Wealth Advisors, we’ve curated and connected the best-in-class tools in the industry so you can focus on clients not systems.
Your Essential Advisor Tech Stack
The Applications Advisors Rely On
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Orion — Portfolio management & reporting
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Orion Planning ; Goals-based financial planning
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Orion Risk Intelligence; Portfolio risk analytics
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RedTail; CRM and relationship management
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HubSpot; Marketing automation & lead nurturing
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Pontera; 401(k) account visibility and trading
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eMoney & Holistiplan; Cash flow and tax planning tools
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Envestnet & Adhesion; Investment research & marketplace access
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