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Configure your wealth management system

Choose from three offerings that unify data from hundreds of sources across all investment, insurance, and banking products to help your advisors deepen client relationships and offer more comprehensive financial planning advice and solutions.

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Get all you need, without more than you need

Give your advisors the edge in creating deep client relationships with one of three configurable offerings.

Watch this video (1:43) to learn how our offerings will meet your immediate needs.

We provide three offerings

Choose the one that meets your immediate business needs. Which offering is right for you?

Advisor360° Essentials

Our core Advisor360° Essentials offering includes:

  • Unified Data Fabric™
  • Advisor portal (includes dashboard; client hierarchy; insurance; performance & client reporting; real-time quotes & charts)
  • Third-party software integrations

Advisor360° Extended

Everything in Advisor360° Essentials, plus:

  • Deeper advisor experience (proposal creation; trading; model management/rebalancing; analytics)
  • Client portal with digital engagement tools (includes compliant text messaging and account aggregation)
  • Home office trading workflow
  • Quicken®/TurboTax®/H&R Block®/TaxAct® integrations

Advisor360° Enterprise

Everything in Advisor360° Extended, plus:

  • Deepest advisor experience with digital onboarding and fee billing
  • Enterprise workflow system
  • Imaging
  • Account maintenance tools
  • Compliance management

Compare the offerings

Use the table below to compare our Essentials, Extended, and Enterprise offerings.

Advisor360° Plans
Advisor360° Essentials Advisor360° Extended Advisor360° Enterprise
Unified Data Fabric™
Intraday account positions & balances X X X
Data feeds X X X
Clearing firm data X X X
External market data X X X
Advisor data X X X
Advisor portal
Dashboard (configurable widgets) X X X
Client hierarchy segmentation
(households, accounts, policies, etc.)
Performance & client reporting X X X
Real-time quotes & charts X X X
Insurance X X X
Financial planning X X X
Document vault X X X
Alerts X X X
Mobile app X X X
Advisor Feedback tool X X X
Contact management & office workflow X X
Proposal X X
Trading X X
Model management/rebalancing X X
Compliant text messaging (SMS) X X
Analytics X X
Fee billing X
Digital onboarding X
Operational actions X
Custody/clearing X X X
Envestnet® SSO X X
Morningstar® SSO X X
Salesforce SSO X X
MoneyGuidePro® SSO X X
RightCapital SSO X X
eMoney SSO X X
Research packages SSO SSO SSO
FireLight® SSO X X
iPipeline SSO X X
Plaid X X
TurboTax® X X
TaxAct® X X
H&R Block® X X
Quicken® X X
DocuSign® X
Kofax X
Conduent® X
Client portal
Dashboard X X
Account aggregation X X
Insurance integration X X
Client reporting
(includes performance)
Secured messaging X X
Real-time quotes & charts X X
Mobile app X X
Advisor branding X X
Document vault X X
Paperless preferences X X
Quicken®/TurboTax®/H&R Block®/
TaxAct® integrations
Home office portal
Portfolio accounting X X X
Product/security master X X X
Entitlements manager X X X
Advisor info. repository (AIR) X X X
Platform administration X X X
Trade desk order management X X
Enterprise workflow system X
Imaging X
Account maintenance tools X
Compliance management X

Have more questions? Learn how our configurable offerings meet your needs.

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