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 Billfold dashboard mockup Steward dashboard mockup Roundup dashboard mockup Deposition dashboard mockup Sundial dashboard mockup Pony Express dashboard mockup Notebook dashboard mockup
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.