Advisor360

Advisor360° is a wealth management platform offered by Advisor360°, LLC that aims to provide end-to-end operational efficiency and connected experiences for financial advisors, clients, and home office staff. According to the vendor, this platform offers a range of features and capabilities to help advisors manage and grow their book of business, deliver personalized client experiences, and streamline operational processes. It is designed to cater to independent broker-dealers, insurance broker-dealers, and RIA aggregators of various sizes in the financial advisory, wealth management, investment advisory, insurance, and broker-dealer industries.

Key Features

Portfolio & performance reporting: According to the vendor, Advisor360° allows advisors to access digital and PDF reports on account balances, holdings, activities, and performance for clients or specific households. They can easily track and monitor portfolio performance and generate comprehensive reports to share with clients.

Financial planning: The vendor claims that Advisor360° enables advisors to develop personalized financial plans based on client goals and conduct scenario analysis. It provides tools and calculators for retirement planning, education funding, and other financial goals, aiming to help advisors create financial plans that align with clients' objectives.

Proposal generation: Advisor360° allows advisors to deliver recommended investment strategies to clients based on risk profiles and investment objectives, as stated by the vendor. They can create customized investment proposals tailored to each client's unique needs and streamline the presentation of investment recommendations.

Insurance: According to the vendor, Advisor360° provides an aggregated view of life insurance, long-term care, disability, and annuity policies. It offers integrated illustrations and applications to add insurance products to clients' portfolios, aiming to help advisors efficiently manage and track insurance policies.

Trading & model management: Advisor360° enables advisors to create models at different levels based on clients' goals and preferences, as stated by the vendor. They can rebalance models and conduct trades to align with investment strategies, thereby efficiently managing clients' portfolios.

Customer relationship management: According to the vendor, Advisor360° helps advisors manage all aspects of client relationships, including contact information, opportunities, and interactions. It provides a centralized system for tracking and organizing client data, aiming to enable advisors to stay informed and engaged with their clients through timely and relevant communications.

Digital onboarding: Advisor360° offers a streamlined client onboarding process, reducing paperwork and manual data entry, according to the vendor. It aims to provide a simple, fast, and accurate way for financial advisors to onboard clients, ensuring a seamless and efficient experience.

Document management: According to the vendor, Advisor360° enables advisors to securely create, modify, share, and search for investment documents. It provides a centralized repository for storing and accessing important investment documents, aiming to streamline document workflows and improve collaboration.

Workflows: Advisor360° allows advisors to create templates for repeatable work-related processes, as stated by the vendor. It offers a drag-and-drop interface for creating workflows with assigned tasks and dependencies, aiming to streamline and automate common tasks and processes to improve efficiency and productivity.

Alerts: According to the vendor, Advisor360° provides notifications via email, text, and dashboards on specific actions within the platform. It aims to keep users informed of important updates and events in real-time, helping ensure timely responses and actions.