Upgrade to Elite for institutional-grade automation & insight
Scale every desk with AI-driven trade ideas, concierge onboarding, and proactive compliance monitoring built for the most demanding wealth teams.
35%
Faster onboarding across enterprise rollouts
24/7
Dedicated success coverage and alert monitoring
+18%
Increase in AUM lift reported by Elite clients
What you unlock
- AI strategy engine that streams trade-ready playbooks every minute.
- White-glove onboarding squad for migrations, integrations, and training.
- Performance benchmarking against 45+ sector baskets and smart-beta indices.
- Real-time compliance guardrails with audit-ready reporting.
Elite investment desks
Join teams delivering proactive, always-on guidance for high net worth clients.
Orchestrate every client outcome with one command center
From coverage expansions to new regulatory demands, Elite equips your advisors with live intelligence, flexible automation, and measurable impact in weeks, not quarters.
Signal Velocity
Multi-source data ingestion with second-level refresh rates keeps teams alerted to volatility while opportunities are still actionable.
White-Glove Coverage
Partner with dedicated success architects who co-design client journeys, integration paths, and measurable OKRs.
Proactive Compliance
Always-on exception monitoring with automated policy workflows and immutable audit trails.
Intelligence that acts before you need to
Elite automation covers your trade lifecycle with orchestrated triggers, generative follow-ups, and compliance aware workflows.
- Event-driven playbooks that rebalance portfolios, notify teams, and document rationale in one sweep.
- AI-generated client updates based on positions, goals, and recent interactions, ready for advisor review.
- Direct integrations with leading custodians and CRMs keep positions synchronized without duplicate entry.
Elite Workflow Library
Launch pre-built automations or layer your own logic on top of our secure automation fabric.
Macro Shock Playbook
Instant sector reallocations plus client-ready commentary.
High Net Worth Onboarding
Task orchestration across ops, compliance, and advisory teams.
Intelligent Tax Loss Harvesting
Automated scans, guardrails, and pre-approved trade lists.
Elite pricing made transparent
Elite partnerships start with a collaborative readiness session to align on use cases, data integrations, and measurable success metrics.
- Concierge migration support and white-glove training included.
- Dedicated success manager with quarterly business reviews.
- Custom analytics dashboards mapped to your team and regulatory requirements.
Volume pricing available for multi-desk deployments and enterprise partners.
Unlimited automation workflows & smart alerts
Priority analyst briefings before market open
Secure data lake connectors for proprietary models
“Elite transformed our private wealth desk. We ship strategic updates every Monday, automate compliance logs, and respond to market shifts before clients even ask.”
Dana Wong, Managing Director
NorthBridge Capital Advisors
6 hrs
Average time saved per advisor each week through automation.
92%
Client satisfaction after Elite onboarding workshops.
4x
Increase in proactive outreach sequences triggered automatically.
Zero
Missed audit requests thanks to instant reporting exports.
Answers for advisory & operations leaders
Have another question? Email sales@stocktrackpro.com and our team will respond within one business day.
How quickly can we go live on Elite?
Most teams launch their first Elite workflows within 30 days. Our onboarding specialists configure integrations, migrate portfolios, and host advisor enablement sessions tailored to your playbooks.
Is Elite compliant with our regulatory framework?
Yes. Elite ships with configurable guardrails, automatic audit logging, and SOC 2 Type II controls. Our compliance engineers partner with your risk teams to align every workflow.
Do we need developers to use automation?
No coding required. Drag-and-drop templates cover core investment scenarios while our specialists help design custom logic for proprietary strategies.
Can we pilot Elite with a subset of advisors?
Absolutely. We recommend starting with a strategic pod of advisors to validate outcomes, then expanding across desks with guided change management support.
Accelerate client growth with StockTrackPro Elite
Bring every insight, action, and compliance workflow under one secure command center. Elite keeps your teams synchronized and always-on for your most valuable clients.