At Southport Capital, we use the latest technology to ensure your finances are secure, efficient, and accessible. Partnering with these companies and tools, we are able to make sure you get the right services you need.
Wealth-planning system that provides superior transparency, accessibility, security, and organization for everything that affects our clients’ financial lives.
Web-based CRM tool for client management and support which provides seemless integrations.
Cloud-based portfolio management platform providing our back office staff aggregation, customizable reporting and rebalancing, combined with outsourced daily account reconciliation.
Enables us to pinpoint an investor’s Risk Number and build a portfolio that contains just the right amount of risk.
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