Unify data across financial wealth management platforms

Connect to the CRM platform you’re currently using

Our powerful CRM integration engine connects seamlessly to your CRM of choice, whether that is Salesforce, Redtail^*, or even a proprietary system. We also offer integration/synchronization at the Microsoft Office 365/on-prem Microsoft Exchange level, so you can leverage the investments you have already made to their fullest.

^*Coming in the first half of 2024

Leverage our insurance marketplace to facilitate and track new account openings

We provide efficient insurance product opening workflows to automate and monitor new sales, improve business efficiency, and produce faster growth for your advisors’ practices. Advisors initiate an account opening using our digital onboarding capability that automatically pre-fills data on required forms sent directly to iPipeline^®, FireLight^®, or Coverpath. Advisors then select from a breadth of insurance products within these configurable warehouses to complete the new account opening process and electronically request required client signatures. Principal review teams are automatically notified when client-signed variable annuity documents are available. Advisors seamlessly monitor other pending policies directly in the Advisor360° platform alongside existing policies and access completed packets in our document vault to complete the workflow.

Streamline creation of financial plans by seamlessly exporting household data into a preferred planning tool

Our platform is pre-integrated with leading financial planning tools, including MoneyGuidePro^® and RightCapital. Our integrated document vault enables simplified and secure sharing of financial plans with clients, as well as a consolidated view of your financial plan with other key documents and reports. Export household data into eMoney or other planning tools with a single click, reducing manual data entry and improving data accuracy.

Data passed from Advisor360° to planning tools includes:

• Household demographic information
• Investments
• Insurance
• Liabilities
• Aggregated data
• Other assets

Access leading market, corporate, and industry research

We integrate with industry-leading market data firms, providing easy access to market, corporate, and industry research. We offer single sign-on access to Argus Research Company, Value Line, Broadridge^®, and CFRA Research. Integration with Morningstar^® Advisor Workstation℠ provides full access to tools and one-click export of holdings, as well as the import of individual snapshot reports. We also partner with FactSet^®, providing benchmark data, pricing, and other security reference data. We also pull account balances, holdings, and transactions from National Financial Services and send them to Quicken^® for personal financial management purposes.

Facilitate client tax preparation with tax and personal finance management software integrations

Our platform connects seamlessly with leading tax preparation tools, including TaxAct^®, TurboTax^®, and H&R Block^®. Tax data for a household is automatically imported into the tax software, pre-filling relevant fields to reduce manual data entry and improve data accuracy. Data passed from Advisor360° to tax preparation tools includes current tax year requirements on 1099 data.