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Industry-leading wealth management technology solutions

Solve for your current pain points with our award-winning, tailored solutions. Choose a solution to explore.

 
 
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Reporting

Bundle and run fully reconciled reports across all account types with our 1-Click Review® reporting solution. Combine investment and protection products into proposals, financial plans, and reporting with one click of a button.

Ensure your clients have data they can depend on.

Wealth management reporting solution

Account opening

Save your advisors time and increase efficiency with our award-winning Digital Onboarding solution. Open multiple accounts simultaneously, remove manual data entry, and reduce the amount of NIGOs and time spent processing data.

Speed up account opening

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Advisor experience

Increase productivity with configurable advisor dashboards and automated workflows. Our holistic wealth management platform provides practice- and household-level dashboards that are made up of configurable, persona-based widgets that facilitate better decision-making.

Offer a more connected advisor-client experience.

Centralized advisor experience

Client portal

Deepen relationships with clients while providing a holistic view of their portfolio of investments, insurance policies, financial plans, and outside accounts.

View client portal

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Books and records

Provide your advisors with the wealth management data storage necessary to stay in compliance. Our WORM-compliant solution is continually updated to meet the most up-to-date regulatory standards for retention, management, and availability of data.

Stay in compliance with complex regulatory standards.

Wealth management data storage

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Discover all the ways Advisor360° can help you save time, increase efficiency, and optimize the advisor-client experience.