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The Tools That Power Smarter Investment Management

Explore the platforms advisors trust for portfolio execution, cash management, research, and model delivery

What to know about Investment
Management Applications?

A Unified Suite of Investment Tools

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From execution to rebalancing, investment management applications form the operational backbone of your advisory practice. At FourStar, we’ve curated a suite of powerful platforms to support your portfolio strategy, automate trading workflows, and deliver insights to your clients with confidence.

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Explore the Platforms We Support

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Adhesion

Deliver custom SMAs, UMAs, and portfolio models.

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Envestnet

Access institutional-level research & product marketplace.

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Orion Communities

Execute trades and rebalance with model precision.

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Pontera

View and manage held-away accounts like 401(k)s

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StoneCastle

Provide insured cash sweep and short-term solutions

We don’t just hand you access. we partner with you to ensure each platform is aligned with your process, portfolio strategy, and client needs.

Here’s how we support advisors:​

  • Platform access, licensing & onboarding

  • Custom model and strategy setup

  • API and tool integration across your tech stack

  • Ongoing optimization, education, and maintenance

  • Trade execution and compliance support via our desk

Integrated Support for Every Investment Platform

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FourStar Wealth Advisors LLC is committed to empowering advisors with clarity, confidence, and the right tools to deliver lasting client value.

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