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Essentials offering

Increase advisor productivity with our Advisor360° Essentials plan

Give your advisors the tools and consolidated reporting needed to manage household wealth.

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Manage wealth and consolidate reports

Our Advisor360° Essentials offering provides a custodian-agnostic advisor portal with all the tools and consolidated reporting your advisors need to manage household wealth, including our industry-leading 1-Click Reviews®.

Included in our Advisor360° Essentials offering

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

Remove barriers to taking on new business with our Unified Data Fabric

Our Unified Data Fabric (UDF) simplifies and streamlines complex data connections so that you and your wealth management advisors can focus on expanding your business. UDF integrates wealth data from hundreds of sources across all wealth types: any financial account, real estate, insurance policy, beneficiary information, investment, health savings account, income source, debt, and so on.

Learn about our Unified Data Fabric

Advisor portal

Support your most discerning advisors

Our deep advisor portal gives you and your advisors all the tools and consolidated reporting needed to manage household wealth, including portfolio management, financial planning, performance reporting, and practice-level analytics.

Advisor protal screen.

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1-Click Reviews

Our Unified Data Fabric consolidates wealth data from hundreds of sources into one layer and allows your advisors to seamlessly combine investment, insurance, and banking product types into proposals, financial plans, and reports.

Reports that used to take hours or days to compile now take seconds. Advisors bundle favorite reports with one click. Clients receive investment and insurance information under a single cover page.

Watch this short (0:37) video about 1-Click Reviews.

Third-party software integrations

Unstack your tech stack

We give you all you need, without more than you need. With our turnkey offerings, you select the integrations that fit your business and eliminate the complexity of having to configure your platform from scratch. We will run and maintain the platform for you as a true SaaS offering.

Advisors wake up to a more productive workday

Get the tools to increase your advisors’ productivity today, with the flexibility to scale tomorrow. Help advisors:


Prepare for client meetings more efficiently with 1-Click Reviews, which allow you to schedule and run your favorite reports in minutes


Automatically group clients by family households to serve their entire needs more easily


Sort and filter client/prospect data using dozens of attributes to create marketing mailings and other campaigns and notifications


See a household-level dashboard for a complete picture of the family


Store client documents in a secure document vault within the platform for easy access


View insurance, investment, and banking products in a single dashboard


Get practice-level alerts 90 days prior to term expirations

Give discerning wealth management advisors what they need to succeed

Learn more about our Advisor360° Essentials offering. Get started with these resources.

Select your offering

We understand the challenges top wealth management firms face.

Choose the offering that fits your business needs.

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

Talk to sales

Contact us to schedule a demo and discover how our platform unifies wealth planning, streamlines workflows, increases advisor productivity and helps them create deep relationships with clients.

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