Overview

Advisor360° offers a comprehensive wealth management platform designed to streamline operations for financial advisors, clients, and home office staff. By integrating various capabilities such as financial planning, reporting, and client management into a unified system, the platform enhances efficiency and collaboration across all user experiences. Central to its functionality is the Unified Data Fabric® (UDF), which consolidates data from multiple sources to provide accurate and up-to-date information, ensuring all users access consistent data across the platform.

Features and Capabilities

• Advisor Experience:
  • Advisor Dashboard: Allows advisors to personalize their workspace with configurable dashboards, widgets, and workflows.
  • 1-Click Reviews®: Enables the bundling of individual reports, allowing advisors to present personalized client information efficiently.
  • Portfolio & Performance Reporting: Provides digital and PDF access to account balances, holdings, activities, and performance metrics.
  • Financial Planning: Assists in developing client-specific financial plans and conducting scenario analyses.
  • Proposal Generation: Facilitates the creation of investment strategies tailored to clients' risk profiles and objectives.
  • Insurance Management: Offers an aggregated view of various insurance products, including life, long-term care, disability, and annuities.
  • Trading & Model Management: Supports the creation of investment models and execution of trades to rebalance portfolios.
  • Customer Relationship Management (CRM): Manages all aspects of client relationships, from contact information to interaction tracking.
  • Digital Onboarding: Simplifies the client onboarding process, making it faster and more accurate.
  • Document Management: Ensures secure creation, modification, sharing, and searching of investment documents.
  • Workflows: Allows the creation of repeatable processes with dependencies and task assignments.
  • Alerts: Notifies users of specific actions via email, text, or dashboard notifications.
  • Activity Management: Tracks all interactions between advisors and clients to provide comprehensive relationship context.
  • Fee Billing: Stores fee schedules and calculates/report fees with integration into compensation systems.
  • WealthGuide®: Streamlines financial planning with a comprehensive process development tool.
• Client Experience:
  • Client Dashboard: Empowers clients with a secure online portal to view accounts, performance, assets, and holdings.
  • Portfolio Reporting: Offers configurable views into account balances, holdings, and activities, with options for performance reporting.
  • Insurance Overview: Provides an aggregated view of all insurance products, similar to the advisor's perspective.
  • Account Aggregation: Allows linking of external accounts to provide a complete financial picture.
  • Document Management: Facilitates secure handling of investment documents between clients and advisors.
  • Secure Messaging: Enables secure communication and file sharing with real-time notifications.
• Home Office Experience:
  • Case Management: Manages cases to ensure efficient communication between advisors and clients.
  • Advisor Information: Centralizes advisors' contact information, licensing, and designations.
  • Entitlements Manager: Offers configurable, role-based permissions to control access within the platform.
  • Operations: Supports investment account setup and maintenance with straight-through processing.
  • Compliance: Ensures adherence to regulatory requirements across business lines.
• Unified Data Fabric (UDF): Collects and enriches data from numerous sources, consolidating it into a unified format that flows seamlessly through the platform. This ensures that all users access consistent and up-to-date information, enhancing decision-making and operational efficiency.