1-Click Review®: Learn how to save time preparing for client meetings
Our Unified Data Fabric® consolidates all types of data from hundreds of sources—allowing your advisors to combine investment and protection products into proposals, financial plans, and reporting with one click of a button.
Watch this video (0:37) to discover how our 1-Click Review reporting solution can create more meaningful client-advisor collaboration.
The problems we solve
Have you or your advisors ever experienced any of these problems?
We offer a comprehensive wealth management reporting suite that allows for configurable reporting at the practice and household level across investments, insurance, and financial planning.
Data to power reports is gathered from our Unified Data Fabric (UDF) where the data is continuously monitored to ensure its accuracy, consistency, and validity.
Enjoy a number of benefits, including:
- Reports require a single login to our platform, saving time and simplifying the advisor experience.
- Leverage over 100 configurable reports across all types of investment accounts, insurance types, and planning.
- Automatically identify new growth opportunities through unique reporting, leveraging our robust data set.
- 1-Click Review® reduces meeting prep to a matter of minutes with even more time saved by integrating with your CRM.
- Flexible performance reporting allows advisors to communicate performance in different ways to clients.
- Reporting for the home office, advisor, and client ensures that all personas see consistent data.
- Integration into the client experience makes it easy for advisors and clients to collaborate in a familiar experience.
- Build confidence in your client experience and reinforce the advisor’s brand with configurable branding.
- Simplify vendor management and maintenance by reducing the number of vendors.
Operate with data you can trust
Advisor360°’s Unified Data Fabric® aggregates and cleanses data from hundreds of unique sources into an enriched single source, ensuring you, your team, and your clients execute with data you can depend on.
Access your free report
Explore the role wealth management technology plays in facilitating business with this in-depth 20-page report. Learn how digital transformation leads to greater collaboration and a more seamless wealth experience.