Deliver a more connected digital wealth management experience
Advisor360° moves beyond siloed wealth management to enable more connected experiences between broker-dealers, advisors, and clients.
Explore how
Seamlessly compile reports in seconds
We consolidate wealth data from hundreds of sources, allowing your advisors to combine investment, insurance, and banking product types into reports with 1-Click Review®.
Prepare for meetings with one click
Open accounts
with unprecedented
speed
Your advisors can efficiently open accounts with Digital Onboarding by reducing manual steps and increasing automation.
Open new accounts faster
Tailor insights with a holistic household view
Help your advisors provide more meaningful insights. Group accounts through familial relationships into households so recommendations are made with greater accuracy.
See an integrated household viewThe digital transformation of wealth management
Provide a complete and unified digital wealth management experience for your advisors.
Wealth management starts with connections
Wealth management is about connections—connections between advisors and their clients, broker-dealers and advisors, households and family members, products and investors, and data and insights. Advisor360° enables these connections in the digital world so experiences are more collaborative, engaging, insightful, and productive.
Focus on managing your business, not software and infrastructure
The complexity of legacy technology, with multiple systems and data silos—all of which are hard to integrate—makes it difficult to achieve connected digital wealth experiences for most businesses. Advisor360° transforms how top wealth management firms deliver digital wealth experiences by removing the need to manage software and infrastructure, and empowering them to focus on what they do best: managing their business.
Advisor360°: A comprehensive and unified approach to delivering digital wealth experiences
Advisor360° provides a single Software as a Service (SaaS) platform that manages the wealth needs of all advisors, broker-dealers, and investors across all lines of business—from investments to banking to insurance—while integrating with your existing technology footprint. The results are increased growth, greater efficiency, and deeper relationships.
Power end-to-end operational efficiency
We provide a complete and unified software to manage the digital wealth experience.
Manage the wealth needs of all advisors and clients across all lines of business—from investments to banking to insurance—on a comprehensive platform that integrates with your existing technology footprint.
Act
Act on better outcomes with technology purposely built for the digital wealth experience
Decisions and results cannot come from data that is inconsistent and disconnected. We leverage a proprietary approach to simplify and unify your data. Our configurable development model and intuitive applications speed up your time to market and empower smarter, faster decisions.
Innovate
Stay ahead of constant digital disruption with experts who continually innovate for your business
You need more than technology to succeed; you need a partner who understands your business. We combine our deep wealth management and enterprise software expertise to deliver innovative solutions configured for your business—all while keeping your data secure.