Stop Settling, Start Scaling: Tech That Powers RIA Growth
The RIA space is evolving—fast. Competition is fierce. Client expectations are rising. And AI is upending how advice is delivered. In this...
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1 min read
Rania Kalaaji
:
12/21/22 4:41 PM
The 1-Click Reviews capability is powered by our Unified Data Fabric™ to enable financial advisors to bundle, schedule, and run reports efficiently. Advisors can run dozens of our 400+ reports with a single click so they can spend more time fostering client relationships.
In this infographic, we explore how 1-Click Reviews increase advisor productivity. Reach out to us today to learn more about how we can save you time.
Advisor360°’s Unified Data Fabric™ consolidates and cleanses data from hundreds of sources, allowing financial advisors to bundle and run:
50+
Reports at once*
12,000+
Reports per day*
3,120,000+
Reports per year*
*As of 8/15/2022
Reports that used to take hours, even days, to compile and analyze can now be done in a matter of seconds, creating a more efficient system while gifting your advisors more time to focus on client connectivity.
Help your advisors and their clients build stronger relationships with 1-Click Reviews.
Rania Kalaaji is a Marketing Project Manager Associate at Advisor360°, responsible for educating enterprise executives and building our community through content marketing and social media.
The RIA space is evolving—fast. Competition is fierce. Client expectations are rising. And AI is upending how advice is delivered. In this...
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