The most holistic digital experience in WealthTech
We curate data through advanced API and present results through a clean, modern interface.
Our Integration Exchange API curates insights from external feeds, third-party partners, and our platform.
Our modern UI lets you and your advisors find the precise information you need with customizable dashboards and tools.
Unify wealth planning across protection, banking, and investments
With the Advisor360° wealth management platform, you’ll deliver better client outcomes by unifying wealth planning across traditionally siloed lines of business, including banking, protection, and investments, to streamline workflows, increase productivity, and drive enterprise transformation. We offer three plans. Select the one that best fits your needs.
Advisor360° Essentials is a custodian-agnostic advisor desktop giving you and your advisors all the tools and consolidated reporting (1-Click Reviews®) needed to manage household wealth, without more than you need, in a wealth platform designed around a unified managed household.
Advisor360° Essentials includes:
- Advisor360°ʼs Unified Data Fabric
- Advisor portal
- 1-Click Reviews
- Integrations with industry-leading applications
- Limited home office functionality (portfolio accounting, product/security master, entitlements manager, advisor info repository, and account maintenance)
Learn how to increase advisor efficiency across systems and wealth and protection products through our Unified Data Fabric household data model.
Watch this short (3:14) video.
Advisor360° Extended combines Advisor360°’s advisor desktop with digital communications; your advisors share a common view of a household’s financial situation with their clients and communicate effectively any time, from any device, using any channel.
Get everything in Advisor360° Essentials, plus:
- A richer advisor portal experience with proposal creation, trading/models/rebalancing, analytics, and more
- Client portal
- Additional integrations including Envestnet, Morningstar, MoneyGuidePro, eMoney, RightCapital, and Salesforce
- Trade desk order management
Learn why equipping your advisors with a digital portal enables clients to manage wealth planning relationships on their terms.
Watch this short (2:54) video.
Advisor360° Enterprise is comprehensive wealth software delivered as a service and built to help automate home office workflows (e.g., digital account openings), provide modern user experiences for your advisors and their clients, and break down wealth planning silos. You’ll ensure wealth advice includes retirement planning, risk and insurance planning, investments, accounting, taxes, estate planning, and other lines of business.
Get everything in Advisor360° Extended, plus:
- Digital onboarding
- Fee billing
- Document vault
- Paperless preferences
- Quicken, TurboTax, H&R Block, and TaxAct integration
- Additional integrations
- Enterprise workflow system
- Operations and compliance management
Discover how an open and integrated tech stack enables you to tailor solutions based on your advisors’ current and future business needs.
Watch this short (2:00) video.
Wealth management insights
To deliver optimal outcomes, data should not be siloed by application, account, or person. Yet, most firms struggle with where to situate wealth data as they integrate technology. The firms that have an integrated data layer across all wealth types are the ones that will leapfrog the competition.