Overview Advisor360°'s Unified Data Fabric (UDF) is a proprietary data model designed to aggregate, enrich, and consolidate diverse data from numerous sources into a unified, accurate format. This seamless integration facilitates quicker insights and informed decision-making, enhancing the digital wealth management experience.

Features and Capabilities

• Comprehensive Data Aggregation: UDF collects data across all financial products, including investments, banking, and insurance, ensuring a holistic view of client portfolios.
• Data Cleansing and Consistency: The system standardizes and cleanses data from multiple sources, providing consistent and reliable information across the platform.
• Timely Data Updates: UDF ensures data remains current and accurate amidst market fluctuations and other changes, maintaining its usability.
• Householding Construct: By organizing accounts through familial relationships across generations, UDF enables advisors to offer more precise financial recommendations with a comprehensive household view.
• Enhanced Practice Management: Advisors can prospect new clients, predict churn, manage risk and compliance, and reduce manual operations with timely, clean data within their domain and the platform ecosystem.
• Product Enablement: With better information, advisors can create digestible reports, plan portfolio distribution, sell more products, and improve ongoing service.
• Integrated Reporting: UDF allows for the seamless compilation of reports in seconds, saving advisors time in preparing for client meetings.
• Data Security: The platform takes a pragmatic, risk-based approach, ensuring the integrity, safety, and security of your environment.