The problems we solve
Have you or your advisors ever experienced any of these problems?
The technology of a firm acts as an extension of the practice
See how you stack up against your peers.
Have you ever lost business from either a prospect or an existing client because your wealth management technology capabilities did not meet expectations?
65% have lost business because their tech let them down
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. These dashboards include an integrated view of investment, banking, insurance, and planning data to enable a more complete view of a client’s wealth.
Investments: Access real-time holdings, activity, and profile information with compliant storage for books and records.
Insurance: See a complete view of all life, long-term care, disability, and annuities alongside your investments, simplifying communication about key details like riders and beneficiaries.
Reporting and analytics: Gain in-depth reporting that provides insights into sales opportunities, helping to grow your business.
Integrations: Provide flexibility and efficiency to advisors by leveraging a suite of popular integrations with efficient single sign-on and bi-directional data flows.
Contact management and activity tracking: Utilize integrations with popular CRMs or leverage Advisor360°’s out-of-the-box functionality, creating a foundation for efficient data flow and relationship management.
Our proprietary Unified Data Fabric® (UDF) seamlessly aggregates, cleanses, reconciles, and enriches all data from your internal systems and third parties. This ensures it is of the highest quality before being presented consistently to all who interact with the information—making it easier to obtain insights and make decisions—and powering your private wealth advisor software experience.
Ready to get in touch?
Request a demo to see how our configurable Advisor Experience solution can help grow business and enable your private wealth advisor software journey.