Three wealth management software offerings

Choose from three configurable wealth management offerings that address today’s business demands and have the flexibility to scale tomorrow.

Video transcript

Wealth management technology should be more open and integrated. Offering only what you need to scale easily and eliminate complexity. Now you can choose from three configurable offerings that meet immediate needs and grow with your business.

Advisor360° Essentials delivers an advisor portal with the tools needed to manage household wealth including portfolio management, financial planning, and consolidated reporting. Advisor360° Extended gives you everything in Essentials with advanced workflows and functionality, a client portal with texting, secure messaging, and a mobile app to communicate from any device using any channel. Advisor360° Enterprise is comprehensive wealth management software delivered as a service with automated workflows, digital onboarding, and modern user experiences for your home office, advisors, and their clients.

Choose the offering that fits your needs without infinite system customizations. Each solution includes all investment, insurance, and banking products. With Advisor360°, you can choose an offering that addresses today's business demands and has the flexibility to scale tomorrow.

Get the tools you need without investing in more than you need. Help your advisors create deeper client relationships and more comprehensive financial planning advice and solutions. Talk to us about integrating Advisor360°'s wealth management solutions into your tech stack.