Advisor360°

Robo-Advisors & Wealth Management

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A extensive wealth management platform enhances productivity and streamlines operations for financial professionals by integrating various tools and solutions. Key features include efficient account opening processes, solid data reporting capabilities, a collaborative client portal, and centralized advisor workflows, all designed to address challenges in compliance, client engagement, and operational efficiency for banks, independent broker-dealers, and registered investment advisors.

Advisor360° can be found in Robo-Advisors & Wealth Management categories.

The most similar products to Advisor360° are:

Goyette and Sons Plus Promoted → Ziggma Promoted → Black Diamond → Etops → WBI Investments →

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Details

Advisor360° Main Features

• Onboarding
  This feature helps new users get started quickly and smoothly.
• Integrations
  Users can connect this platform with other tools they already use.
• Client Portal
  Advisors can use this portal to work closely with their clients online.
• Cybersecurity
  This feature protects sensitive information from online threats.
• Account Opening
  This feature makes it easier and faster to open new accounts for clients.
• Books and Records
  This feature helps advisors keep important data safe and meet legal rules.
• Advisor Experience
  This feature helps advisors work better by providing a central place for their tasks.
• Data and Reporting
  Users can create and manage detailed reports with accurate data easily.
• Unified Data Fabric
  This technology connects all data in one place for better access and use.
• Advisor360° Express
  This is a quick and easy way for advisors to access important features.
• Extraordinary Systematic Care
  This service ensures that clients receive excellent support and care.

Advisor360° Benefits

• Client portal
  The client portal helps advisors and clients work together easily, improving communication and collaboration.
• Account opening
  Our solution makes opening accounts faster and easier, so you can start managing wealth without delays.
• Books and records
  Our solution keeps important data safe and meets legal requirements, ensuring that advisors can focus on their clients.
• Advisor experience
  We provide a smooth and organized experience for advisors, allowing them to work more efficiently and serve clients better.
• Data and reporting
  You can create and run reports quickly, which helps you understand your data better and make better decisions.

Who should use Advisor360°?

• RIA Aggregators
  They can improve their technology and provide better support to their advisors.
• Insurance Brokers
  They can manage their clients' wealth better with organized data and reports.
• Financial Advisors
  They can save time and improve service to clients with easy-to-use tools.
• Wealth Management Firms
  They can speed up account openings and improve client experiences with modern software.
• Independent Broker-Dealers
  They can streamline their processes and work more efficiently with integrated solutions.

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Technologies Used

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