1-Click Review®: Learn how to save time preparing for client meetings
Advisor360°, January 19, 2022
Our Unified Data Fabric™ consolidates all types of data from hundreds of sources—allowing your advisors to combine investment and protection products into proposals, financial plans, and reporting with one click of a button.
Video transcript
Advisor360°'s Unified Data Fabric™ consolidates all types of data from hundreds of sources into one layer and allows your advisors to seamlessly combine investment and protection product types into proposals and financial plans and reporting. Reports that used to take hours or days to compile and analyze, now take seconds. Bundle favorite reports with one click. Clients receive investment and insurance information under a single cover page. Contact us for a complete platform overview.
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