Stockyard for Financial Advisors

Practice management for advisors

Client records, billing, expense tracking, task management, compliance trail, calendar, emails, and meeting notes.

Install Stockyard on a computer at your shop, home, or any spare laptop. Once it's running, use it from any phone, tablet, or laptop on the same Wi-Fi.

8 tools included
Dossier dashboard mockup
Dossier
Contact records and directory
Billfold dashboard mockup
Billfold
Invoicing and payments
Steward dashboard mockup
Steward
Expense and income tracking
Roundup dashboard mockup
Roundup
Job and task tracking
Deposition dashboard mockup
Deposition
Audit trail and compliance logs
Sundial dashboard mockup
Sundial
Scheduling and calendar
Pony Express dashboard mockup
Pony Express
Email delivery
Notebook dashboard mockup
Notebook
Notes and documentation
What it replaces

Wealthbox ($45/mo) · Redtail ($99/mo)

That's typically $45-99/mo in SaaS fees.

This bundle: $7.99/mo. Self-hosted. Yours forever.

14 days free
Then $7.99/mo. Cancel anytime. Your data stays no matter what.
Start 14-Day Trial

Credit card required. $0 charged today. Full access, no limits.

Each tool runs on your own computer. No cloud, no monthly accounts, no one else holding your data. You install it, you own it. or see all bundles.