Our Analytics

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.


Beacon Financial Planning

Wealth-planning system that provides superior transparency, accessibility, security, and organization for everything that affects our clients’ financial lives.


veo

analytics

 

True integration- with over 100 applications and counting- that lets us gain efficiency by taking advantage of automatic data feeds and embedded workflows.


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Web-based CRM tool for client management and support which provides seemless integrations.

redtail

blackdiamond

Cloud-based portfolio management platform providing our back office staff aggregation, customizable reporting and rebalancing, combined with outsourced daily account reconciliation.


riskalyze

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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Information provided herein has been obtained from sources that are deemed to be reliable. Southport Capital makes no guarantees, express or implied, as to the accuracy or completeness thereof. Past performance is not a guarantee of future performance. The material has been prepared for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument, or to participate in any trading strategy. The securities/instruments discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. This material does not provide individually tailored investment advice or offer tax, regulatory, accounting or legal advice. Third-party data providers make no warranties or representations of any kind relating to the accuracy, completeness or timeliness of the data they provide and shall not have liability for any damages of any kind relating to such data.Please contact our office at 423-664-4510 . You can also visit our website at http://www.southportcapital.com/ For a complete ADV visit the SEC website.

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