Name: Advisor360
Author: Advisor360.com

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Enterprise Content Management

Payment Facilitation

Visitor Management

Enterprise

Accounting

CTRM

Travel Management

Finance and Accounting

Applicant Tracking

Compensation Management

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Application Server

Cloud Storage

Container Security

Data Center Backup

Data Preparation

Embedded Database

Enterprise Service Bus

Fraud Detection

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

LAN Switches

Message Oriented Middleware

Mobile Data Security

Mobile Identity

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Storage as a Service (STaaS)

Value-Added Resellers (VARs)

Virtualization Management

Website Hosting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Advocacy

Ecommerce Personalization

Email Marketing

Marketing Attribution

Marketing Automation

Mobile Advertising

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Sales Content Management

Sales Performance Management

Sales Training

Sales

Cloud Infrastructure Entitlement Management

Intrusion Detection

Virtualization Security

Security

Aviation

Fleet Management

Hospital Management

Intelligent Document Processing

Online Ordering

Online Voting

Practice Management

Veterinary

eDiscovery

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

RightCapital

Charles River IMS

State Street

Envestnet Platform

Envestnet

Envestnet MoneyGuide

Fidelity Active Trader Pro

Fidelity Investments (FMR LLC)

Experian Account & Portfolio Management

Experian

Morningstar Advisor Workstation

Morningstar

eMoney Advisor

Altvia AIM (Alternative Investment Management)

Altvia

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.

Advisor360 is a SaaS WealthTech platform that is designed to help financial advisors to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk. It features a CRM and an advisor portal with tools and consolidated reporting to manage household wealth, including portfolio management, financial planning, performance reporting, and practice-level analytics.

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.

Covercy

Advisor360

Investment Portfolio Management

Advisor360.com

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Investment Portfolio Management Software

Advisor360

Overview

What is Advisor360?