Built for advisors: a better way to track your clients’ money

Jun 17, 2021 3 min read

Purpose Advisor Solutions is a technology company that enables Portfolio Managers and advisors to independently grow and scale their business. The below technology is built by Purpose Advisor Solutions and provided to Portfolio Management firms on our platform. We are advisor-driven and always put the client first.

In today’s digital age, financial advisors are heavily reliant on the use of advanced financial planning software to navigate the world of wealth management. These tools allow for the transformation of complex data into personalized strategies for their clients. By translating aspirations into actionable insights, this kind of software promotes a more collaborative client experience, where individuals have more influence on the shape of their financial futures. And, in an industry where precision is so important, financial planning software is more than just a nice-to-have, it helps advisors and clients reach their goals with confidence.

  1. A new funding dashboard to track and monitor funding requests

  2. Daily reconciliation with our custodian to give you updated transaction statuses

  3. Simple, clean designs to help you easily navigate (and a warm welcome to our new design library, which you will soon see across other areas of our product)

‍We’ve enhanced your dashboard so you can better serve your clients

Deposits, withdrawals, and transfers. How many of these do you have going on across your book at one point in time? A lot. Exactly! That’s why we are committed to enhancing visibility into funding requests, so you have the information you need at your fingertips. I’d recommend reading our roadmap article on funding if you haven’t yet.

We’ve made three major changes to help you better serve your clients:‍

Benefit from an overview of all funding requests — and new designs

Use the statuses to track requests to know where they stand.

  • Client signature: Your client is required to sign the document that was sent to them. Only applicable for certain transactions.

  • Upcoming: The transaction is expected to be processed on the upcoming date.

  • Under review: Our team is reviewing the transaction, and you can expect it to be resolved within 1–2 business days.

  • Completed: The transaction is complete.

  • Cancelled: The transaction was cancelled.

Use our faster and more responsive search bar

Filter by transaction type, account type, or status.‍‍

Quickly view the details of each transaction

Simply click a card to view more details on deposits, withdrawals, and external transfers — including bank accounts and investment portfolios.‍

We trust that our financial planning software will aid advisors to make more informed decisions, which, in turn, will improve client experience, client relationships, and client data.

What’s next?

We continue our stride towards creating cutting-edge digital tools for financial advisors to guide their clients on the path to their financial goals. It's more than just crunching numbers – it's a choreographed synergy between advisor and software, designed to elevate the client's journey.

Keep your eyes peeled for the ability to cancel an upcoming transaction directly on your dashboard.

Success stories


Adopting Purpose's tech platform was like jumping 20 years into the future. This partnership has been a game-changer for us especially since we started from scratch. We're now able to accelerate our growth at a much faster pace than we ever could have on our own.



President & CEO @ Origin Wealth