Stifel is committed to combining digital and mobile capabilities with trusted human guidance. Recognizing the importance of the advisor-client relationship, we have developed a number of technological resources aimed at helping investors organize and manage their financial affairs while staying in constant contact with an advisor who is helping deliver a sound, goals-based investment strategy.
Stifel has partnered with Addepar to bring you industry-leading client reporting software. Key features include fully customizable analysis views for client data, the ability to calculate daily performance for both advisory and brokerage accounts, a centralized location to report on the entire client relationship, and more.
Integrated eSignature capabilities allow our clients to securely initiate nearly all common account actions. The platform provides clients the ability to securely receive and sign eligible Stifel documents electronically from any device via DocuSign®. eSignature also allows clients to access investment capabilities, borrowing, banking, asset management, and other Stifel services.
We have built and continue to develop a number of targeted mobile technologies. We believe that mobile represents the most significant opportunity to connect clients and advisors in the future. As next-generation network capabilities come to market, this will only accelerate.
With each advancement mentioned above, we aim to help our clients understand their individual situations and see the value of the guidance our advisors bring. We know that one-size-fits-all solutions do not best serve client interests. Technology is helping us do better.