Platform available for TLG Advisors reps. Includes branded client portal, advisor dashboard, training, marketing and investor education material.
An easier approach to investment management.
Starlight Portfolios represents the new age of financial planning, serving as your third-party online investment management platform. We’ve designed the investor experience to provide your clients with all of the tools needed to invest, grow, and manage their personal finances.
The platform is offered with the choice of TD Ameritrade and/or Charles Schwab as the custodial preference.