Overview

Advisor360° is a comprehensive onboarding platform designed for wealth management firms to automate and streamline the client onboarding process. By digitizing and centralizing all steps, it reduces administrative burden and enhances the efficiency of financial institutions. The solution is fully integrated, enabling seamless data flow across systems while maintaining compliance with industry regulations. Advisor360° also offers customizable workflows, allowing firms to tailor the process according to their specific needs, which improves client engagement and satisfaction.

Features and Capabilities

• Seamless CRM Integration: Automatically syncs client data across various systems, ensuring accuracy.
• Fully Digital Onboarding: Removes paper-based processes, enabling faster client setup and engagement.
• Customizable Client Workflows: Adjust the onboarding experience to suit unique client requirements, improving personalization.
• Data Accuracy: Reduces human error by using automated data entry and verification processes.
• Secure Data Handling: Ensures client information is encrypted and stored securely, complying with industry regulations.
• Real-Time Updates: Provides immediate access to updated client information and documentation.
• Scalable: Adaptable to the needs of firms of all sizes, from small businesses to large enterprises.
• Client Engagement Tools: Personalized touchpoints enhance client interaction and improve satisfaction.
• Advanced Analytics: Provides insights into onboarding progress, helping to optimize processes and performance.
• Cloud-Based: Allows easy access from any location, supporting remote or hybrid business models.