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Goldstone Financial Group Reviews, Pricing, Features & Alternatives in 2026

Goldstone Financial Group offers an integrated platform designed to help financial advisors manage investments, plan wealth strategies, and enhance client relationships efficiently.

Financial Advisory Software Wealth Management Software Investment Management Software Client Management Software
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Founded • United States • Cloud-based
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Product Overview & Demo

Main Demo Video

Overview
Features
Setup

What is Goldstone Financial Group?

Financial Advisory Software

Screenshots & Interface

Dashboard View

Main dashboard with project overview

Kanban Board

Kanban-style task management

Timeline View

Gantt chart timeline view

Automations

Workflow automation builder

Key Features

Integrations

:

Pricing Plans

Pros & Cons

Pros

Cons

Who Should Use Goldstone Financial Group?

Best for Company Sizes

Popular Industries

Our Verdict

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User Reviews

Overall Rating

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Based on 0 reviews

Ratings Breakdown

5 ★
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1 ★
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Secondary Ratings

Ease of Use
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Value for Money
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Customer Support
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