Multiple advisors or staff in your retail office?
Stonewood's office-level licenses provide a dedicated account for each member of your retail team.
Our office-level licenses enable:
- Office members to run client reports for themselves
- Office members to run client reports for other office member
- A dedicated office dashboard showing all client files and reports
An office-level license is just $400 with your annual Stonewood Member. Add it to your membership when you sign up below.