SQOOT PURE helps advisors discuss allocation, create recommendations, and guide clients into a professional physical precious-metals workflow.
SQOOT PURE is a physical precious-metals platform designed to help wealth advisors support client conversations around allocation, diversification, and long-term wealth planning. Instead of sending clients into disconnected third-party experiences, advisors can use SQOOT PURE to guide clearer recommendations and a more professional workflow.
Clients often ask about gold and other precious metals during times of inflation, market uncertainty, retirement planning, or long-term wealth preservation. But most advisors lack the tools to turn that conversation into a simple, client-ready recommendation.
The result: clients are sent to outside dealers, the advisor loses visibility, and the client experience becomes fragmented.
SQOOT PURE is designed to close that gap — giving advisors a trusted way to support physical precious-metals allocation conversations and guide clients through a clearer workflow.
Support allocation conversations with structured models and professional recommendations based on client portfolio data.
Create branded, client-ready recommendation documents that reflect the advisor’s professionalism and attention to detail.
Physical precious metals supported by institutional sourcing and transparent pricing. No hype. No prediction. No speculation.
Keep the advisor central in the client journey instead of losing visibility to disconnected third-party dealer experiences.
SQOOT PURE is not about making price predictions. It is about helping clients answer a practical question: Should part of my wealth be held in physical precious metals, and if so, how should I do it responsibly?
Advisor opens allocation conversation with client using structured framework.
Input client portfolio data. See recommended precious-metals allocation and gap analysis.
Generate a branded, client-ready proposal with product mix, pricing, and storage options.
Client approves and moves into a compliant purchase and custody workflow.
Support client conversations around portfolio diversification with physical tangible assets.
Address client concerns about purchasing power, market stress, and currency uncertainty.
Discuss whether physical metals belong in a long-term retirement allocation strategy.
Help clients explore tangible assets as part of generational wealth planning.
Include physical precious metals in estate and legacy planning discussions.
Provide clients with clear, professional materials that explain precious metals without hype.
Real-time gold, silver, platinum, and palladium spot prices from 5 global markets with transparent spread visibility.
Input client portfolio, risk tolerance, and current holdings. Get recommended allocation models with gap analysis.
Generate professional, shareable recommendation documents with product mix, pricing, storage options, and advisor notes.
Track client holdings, purchase history, current market value, and storage locations in one dashboard.
Reporting visibility and documentation designed to support professional workflows, where applicable.
Built with transparent pricing, clear processes, and documentation designed to support advisor compliance needs.
Request an advisor demo to see the allocation calculator, client proposal builder, and professional workflow in action.
Built for financial planners, wealth advisors, and independent RIAs.
SQOOT PURE is designed to support advisor education, recommendation workflow, and client experience around physical precious metals. Product availability, workflow features, and partner structures may vary based on final platform design, partner setup, and compliance review. SQOOT PURE does not provide investment advice.
