The Investor360° Client Portal is a secure, advisor-branded digital portal that gives clients a unified view of their complete financial life, including investment accounts, insurance products, externally held assets, documents, and direct advisor messaging, in a single authenticated interface. It is built on the Advisor360° Autonomous Financial Platform^TM and connects to the same unified data layer powering the advisor workday, so clients and advisors always work from the same information.

Clients can view real-time account balances, portfolio performance reports, externally held assets and liabilities, insurance products, statements, messages, account forms, and financial plans and progress toward planning goals. All information is accessible through a single secure login and synchronized with the advisor’s view of the household.

Investor360° includes account aggregation that allows clients and advisors to link externally held accounts, including assets, liabilities, and insurance products at other institutions, creating a consolidated view of the client’s complete financial picture.

Because clients access documents, statements, and account data directly through the portal, advisors spend less time fielding routine service requests and manually delivering information. The shared data environment means clients and advisors work from the same source, eliminating the back and forth that disconnected systems create.

Yes. The Investor360° mobile app delivers the full portal experience on any device, giving clients access to accounts, documents, and advisor communications from anywhere.

Clients and advisors exchange messages directly through the portal. All communications are private, tied to the household record, and maintained within the advisor’s books and records environment rather than personal email.