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?
The most important aspects of a client’s connected digital wealth experience
See how you stack up against your peers.
Get a holistic view of your advisors’ clients.
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.