Mobile App

Your workday, wherever it takes you.

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Your Clients. Their Plans. One Place.

Financial planning, embedded in the connected operating system where you already work

Advisor360° Planning, powered by Conquest Planning, seamlessly integrates financial planning into your advisor workday, creating a more connected and engaging client experience. No separate login. No duplicate data entry. No lost context between planning and execution.

 
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The Advisor360° platform in your pocket. No context lost. No data lag. No switching between systems.

Advisor360° Mobile and Investor360° Mobile are built on the same unified data model and platform that powers the desktop experience. Every client record, portfolio, CRM update, and transaction stays in sync across every device. Your practice does not stop when you leave the office. Neither does your platform.

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The Challenge

Your clients do not stop having questions when you leave the office.

Advisors are expected to be responsive, informed, and present at every moment. But most advisor platforms were built for a desk. When you step away, you step away from your data. A client calls with a question about their portfolio. You are between meetings. You reach for your phone and get a scaled-down version of the platform that does not show you what you need. You have to wait until you are back at your desk to give a real answer.

That gap between your data and where you are, costs you time, responsiveness, and client confidence. 

Benefits

Platform access from any device. Always in sync.


Advisors stay connected. Clients stay informed. Nothing falls through the gap.

Your full book of business, in your hand.

Access client portfolios, balances, transactions, and account activity in real time. 

Your clients stay connected between meetings.

Investor360° Mobile gives your clients a holistic view of their finances with real-time insight into accounts, balances, and transactions in a secure, intuitive interface.

Every update stays in sync.

Every update, transaction, and task made on mobile reflects instantly across the Advisor360° platform. Your desktop and your phone always show the same picture.

What You Get

For advisors and their clients. Everything your practice needs from any device.

For Advisors

Your full book of business, in your hand

Access client portfolios, balances, transactions, and account activity in real time. The same data you work from at your desk, available wherever you are.

Real-time visibility

Intuitive dashboards surface balances, transactions, and account changes as they happen. Complex data presented simply so you can respond with confidence.

CRM, cases, and activities on the go

Manage contacts, households, cases, and tasks from your phone. Client service does not stop when you step away from your desk.

Secure communication

Send and receive encrypted messages and attachments with clients and colleagues. Every exchange stays compliant and tied to the client record.

Compensation and market dashboards

Stay on top of practice performance with compensation tracking and market data accessible from the home screen.

Advisor Mobile Capabilities:

  • Quick tile navigation for fast access to key data

  • Real-time portfolio views and order tracking

  • CRM, household, and performance visibility

  • Client Intelligence

  • Parrot AI meeting summaries linked to household

  • Check deposit for applicable accounts

  • Alerts for account and portfolio changes

  • Compensation and market dashboards

  • Secure messaging with attachments

For Clients

Their complete financial life in one app

Investor360° Mobile gives clients a holistic view of their finances, with real-time insight into accounts, balances, and transactions in a secure, modern interface.

Transparent and convenient

Clients can monitor holdings, review detailed positions, and track account performance from any device. No calls to the office for information they should already have.

Secure engagement

Encrypted in-app messaging lets clients safely share information and communicate directly with their advisor. Private by design, documented automatically.

The same picture their advisor sees

Information in Investor360° Mobile aligns with what the advisor sees in real time. Consistent data on both sides of the relationship reinforces transparency and trust.

Client Mobile Capabilities:

  • Real-time holdings and detailed balances
  • Transaction history and performance views
  • Position breakdowns by account or household
  • Secure, encrypted messaging and file sharing

For Firm Leaders

Mobile that extends your platform, not replaces it.

Advisor360° Mobile and Investor360° Mobile are built on the same unified architecture that powers the Advisor360° ecosystem. For home office and operations leaders, mobile is not a separate product to manage. It is the platform, extended to every device.

  • Enterprise-grade encryption and authentication protect every session for advisor and client users

  • Every mobile action flows back into the unified platform, keeping data consistent across the firm

  • Extend advisor productivity beyond the desk without adding new systems or integration overhead

  • Give clients a modern, branded mobile experience that reflects the quality of your advisory network
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Your practice does not stop when you leave the office.
Neither should your platform.

Let's talk

Frequently asked questions