Skip main navigation
Advisor on a client meeting.

Extended offering

Communicate more effectively with our Advisor360° Extended plan

Give your advisors a shared, comprehensive view of household wealth and more tools to easily communicate with clients.

Talk to sales

Deepen advisor-client relationships

Our Advisor360° Extended offering delivers an advisor portal with advanced workflows and a client portal that includes texting, secure messaging, and mobile apps. Advisors are able to share a common view of a household’s financial situation with their clients and communicate effectively, any time, from any device.

Included in our Advisor360° Extended offering
Everything in our Advisor360° Essentials offering, 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
Advisor portal

Support your most discerning advisors

Your technology is an extension of your brand and your advisors. Our Advisor360° Extended offering includes a world class advisor portal that equips your advisors with all they need to manage their practice and client relationships. The portal includes everything in Advisor360° Essentials, plus proposal creation, trading, model management, rebalancing, and analytics.

How tech improves client relationships

Advisor portal screen.
Screenshot of Investor360.
Client portal

Give advisors the edge in deepening client relationships

Most clients today want digital communication tools to collaborate with their advisor. Our client portal enables data aggregation for assets held outside the custodian as well as seamless advisor-client communications with compliant text messaging and mobile apps. Advisors share a common view of a household’s financial situation with their clients and communicate effectively from their office or on the go.

Improve advisor-client communication

Trade reviews

Manage new orders and models without leaving the platform

Enable your advisors to create, manage, and rebalance models for every client across their practice within a single platform. Trades can also be entered without leaving the platform and administered seamlessly by your home office staff.

How to reduce trade risk

Third-party software integrations

Use an open and integrated tech stack to tailor solutions

We invest heavily in integration because we believe that having systems tightly coupled with a common data layer drives advisor productivity. Our Advisor360° Extended offering lets you select the wealth management system integrations that fit your needs. Choose from CRM, insurance, imaging, marketing, planning, reporting, research, or tax/finance integrations.

Why tech integration is important

Deepen relationships between advisors and clients

Deliver the modern tools advisors need to serve clients with high expectations. Help wealth management advisors:

Icon

 

Rebalance

Rebalance portfolios with a complete view of a household’s financial situation

Icon

 

Advise

Share a common view between advisors and clients of all assets, including those not held with the custodian (e.g., 401[k], HSA)

Icon

 

Propose

Share modern, professional proposals for clients and prospects

Icon

 

Trade

Execute trades on behalf of clients without leaving the Advisor360° platform

Icon

 

Communicate

Use compliant text messaging to connect with clients

Surpass expectations

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

Advisor meeting with a client.

Fact sheet

Communicate more effectively with our Advisor360° Extended offering

Productivity | Technology | Wealth Management

Advisors at a meeting.

Fact sheet

Select your Advisor360° offering

Technology | Wealth Management | SaaS

What is WealthTech software integration

Blog

What is WealthTech software “integration”?

Data and Analytics | Productivity | Technology

Select your offering

We understand the challenges top wealth management firms face.

Choose the offering that fits your business needs.

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

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.
Skip footer navigation