Asteria Advisors2023-02-23T14:30:06+00:00
Advisors

Helpful information for advisors currently partnering with Asteria Wealth

Strategy Selection Forms

Performance Summary

TAMPS we are on:

  • Sawtooth
  • Folio

  • Brookstone

  • Vestmark
  • Envestnet
  • Adhesion

Custodians

  • TD Ameritrade

Partners

Financial Technology For Advisors And Firms

What does Orion do for me?

Planning

Provides tools for customizing financial plans for each individual client

Reporting
Allows advisors to run customized reports, standard reports, or create their own reports entirely.
Performance Viewing
Calculates performance and various risk metrics at the household, registration, or account level
Portfolio Auditing
Is used for client aggregation and information

Getting Started With Orion Planning

Orion is pleased to share access to our Financial Planning and Wellness Tool, provided through Orion Planning (formerly Advizr). Just like exercising and eating nutritious foods are good habits for your physical health, having a positive relationship with money is good for your peace of mind and well-being.

Next Generation Client Experience

It’s no secret that consumers expectations are shifting. They not only want what they want, when they want it– but they also want to connect and collaborate even more with their service providers.

Operationalize Your
Vision

We’ve helped financial professionals operationalize their visions and achieve their growth goals for over 20 years.

In that time, we’ve learned that the most successful firms on our platform have a few needs in common. We’ve evolved our technology and service model to best accommodate each of them.

Need Help?

Please reach out. The Asteria Wealth team is ready to serve you and your clients.

Contact Us
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Contact Us

  • services@asteriawealth.com

  • (770) 407-5347

  • 818 A1A Highway, Ponte Vedra Beach, FL 32082

Asteria Wealth, LLC (Asteria) is an SEC registered investment advisor with a fiduciary duty that requires it to act in the best interests of clients and to place the interests of clients before its own; however, registration as an investment advisor does not imply any level of skill or training. Access to Asteria is only available to clients pursuant to an Investment Advisory Agreement and acceptance of Asteria’s Brochure. All investing is subject to risk, including the possible loss of your entire investment. For Asteria Wealth’s ADV2A please click here. For Asteria Wealth’s Form CRS, please click here.

Asteria Wealth claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark  of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. GIPS-compliant performance information for the firm’s strategies and products are available upon request at services@asteriawealth.com.

Check the background of these firms on FINRA’s Broker Check / http://www.finra.org.