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.
Ready to get in touch?
Request a demo to see how our client wealth portal can increase collaboration, deepen relationships, and streamline the account maintenance process.