Advisor Desktop
A secure advisor workspace providing access to CRM, portfolio (including insurance and bank accounts), performance and asset allocation information, comprehensive household views, practice analytics and reports, and other account-level details. Advisors can share documents and view messages from their clients.
CRM
An integrated client relationship management solution designed specifically for wealth management and insurance professionals. It consolidates household and individual client details, tracks interactions and tasks, integrates with Outlook and Exchange Online, and supports dependent workflows for managing complex activities.
Portfolio Reporting
A reporting platform offering client-approved reports across allocations and holdings, performance, insurance, operations, risk, fees, and fixed income, all customizable with advisor branding and saveable as templates. The 1-Click Review® feature delivers comprehensive client meeting bundles to significantly reduce preparation time.
Practice Intelligence
A configurable data exploration tool to analyze across key business domains with precision, applying filters, drilling into segments, and running natural language queries to surface insights quickly. Complex scenarios that once required off-platform workarounds can be generated in seconds, applied in bulk, and saved for use across teams.
Financial Planning
Advisor360° Planning brings financial planning into the advisor's existing workflow. Account data, household context, and CRM records flow directly into the planning experience. Plans flow back out into the tools advisors already use for client management, reporting, and service.
Document Vault
Compliant document storage solution supporting both processing and non-processing documents uploaded by advisors. Documents can be accessed at the household level and searched across the practice or enterprise.
Insurance
A solution that lets advisors view and report on data-fed policies and contracts across life, disability, long-term care, and annuities, with practice-level filters, household-level detail, beneficiaries, and riders all in one place. Integrations with new business platforms support illustrations and applications, with pending policies visible at the practice and household level.
Digital Onboarding
An account-opening solution that enables data collection, form prefill, and multi-account creation across investment account types. Integrations streamline onboarding from the first conversation to the funded account.
Fee Billing
A turnkey fee billing solution that simplifies advisory fee setup, calculation, posting, and distribution. Rule-based architecture supports ADV compliance, with automated calculations, custodial integrations for straight-through processing, and customizable billing schedules.
Trading and Model Management
A unified platform that empowers advisors and firms to trade, rebalance, and manage models with speed, precision, and control. With a single workspace across accounts, households, and practices, teams can reduce fragmentation, standardize implementation, and deliver modern portfolio management at scale.
Parrot AI®
The financial advisor's AI assistant, supporting client meeting preparation, real-time engagement, and follow-up while maintaining security and compliance. Parrot AI captures conversations across every channel, ingests and organizes client documents by household, recalls years of history, generates accurate transcripts and summaries, and suggests actionable next steps.
Mobile App
The Advisor360° Mobile app keeps workflows, households, and critical data at the advisor’s fingertips so they can move seamlessly through their day, respond faster, and deliver exceptional service from anywhere.
Investor360˚Client Portal
A secure investor portal that gives clients access to portfolio and performance information, custodial statements, reports, and account-level details. Clients can view messages from their advisor, share documents, and link outside assets. Available on desktop and mobile.
Mobile App
The Investor360° mobile app gives clients a holistic lens across their entire financial picture. From a modern, secure and intuitive experience, clients can get up-to-date account balances and in-depth portfolio history, collaborate with their advisory team via secure messages, and access their investment portfolio with the latest market data.
Account Servicing
Advisor and home office tools that support account servicing, including account maintenance, account funding, and regulatory mailings.
Case Workflow
A flexible workflow system designed to streamline processing across the home office, including new business review and approval, account funding, and account servicing.
Compliance
A compliance solution designed to capture detailed compliance data with minimal manual input. Features include annual ethics attestation tracking, personal securities reporting, and political contribution tracking with preclearance capabilities–all leveraging existing platform data to streamline oversight and risk management.
Digital Onboarding
An account-opening solution that enables data collection, form prefill, and multi-account creation across investment account types. Integrations streamline onboarding from the first conversation to the funded account.