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By solution

Solve your current pain points with our award-winning solutions.

By firm type

Increase automation with our modern wealth platform.

Product

The leading end-to-end wealth management platform.

Enterprise services

Our team works to anticipate and surpass our clients’ expectations.

Ecosystem

Merge our open, integrated platform and its solutions into your tech stack.

Insights
2025 Connected Wealth Report 

The #1 reason advisors switch firms is the desire for better technology. 

Read the latest report

Client portal

Increase collaboration with our client wealth portal

Help your advisors foster digital collaboration with their clients by leveraging our client wealth portal.
client portal screen

Provide clients a single, holistic lens of their complete financial lives

Our easily configurable client portal, Investor360°, offers real-time holdings, balances, and more, helping clients make informed decisions confidently.

Watch this video (1:27) and learn how Investor360° can help drive greater collaboration and an improved client experience.

The problems we solve

Have you or your advisors ever experienced any of these problems?
digital collaboration
Digital collaboration challenges

Your advisors struggle to engage with clients across all generations and provide them core information regarding their accounts when they need it.

fragmented
Fragmented client experience

Advisors’ clients often have multiple applications or logins needed to get a full picture of their financial lives.

poor prospecting
Poor prospecting experience

Prospects have limited transparency into what the onboarding process will be like, leaving them with many questions and concerns around their status.

data inconsistencies
Data inconsistencies

Disparate systems that leverage similar data can present inconsistent values to advisors’ clients, creating questions and concerns.

Inefficient
Inefficient client account maintenance

Manual data gathering processes require advisors to maintain client account information by hand.

The most important aspects of a client’s connected digital wealth experience

See how you stack up against your peers.

Connected Wealth Report

Anytime, anywhere access to their financial accounts

28 percent

Ability to see a complete, consolidated view of their financial lives across all products (banking, investment, and insurance)

38 percent

Our solution

We offer compliant data storage and workflows in a household view. Learn about our complete Books and Records solution.
  • The Advisor360° client portal provides your advisors’ clients with a holistic view of their portfolio of investments, insurance policies, financial plans, and outside accounts, fostering digital collaboration with advisors.
  • Ongoing account maintenance can be put in the hands of the client, allowing them to update their profile with additional personal information including goals, alternative contact information, and information on other household members,
  • First impressions are critical. Our platform creates online access for prospective clients to get them engaged from the start by collecting profile and account information. The data entered via the prospect portal is immediately available to the advisor, creating efficiencies in the proposal generation and account opening process.

 

Ready to get started?

See how our client wealth portal can increase collaboration, deepen relationships, and streamline the account maintenance process.

Get a demo