Advisor360°
Advisor360° offers a unified wealth management platform integrating investment, insurance, and banking products with features like financial planning, trading, and reporting.
Services
Advisor360° offers a comprehensive wealth management platform that integrates investment, insurance, and banking products. Features include financial planning, proposal generation, trading, model management, and reporting. The platform supports straight-through processing for account opening, significantly reducing manual data entry and processing time. Additionally, Advisor360° provides a client portal, Investor360°, which delivers real-time holdings, balances, and other financial data. The platform's 1-Click Review® feature allows easy consolidation of data from multiple sources into a single report.
Platform and Technology
Advisor360°'s Unified Data Fabric® (UDF) aggregates and enriches data from hundreds of sources, providing a consistent and accurate data layer. The platform integrates with various CRM systems, financial planning tools, and market data providers. Features include a document management system for secure handling of investment documents and a comprehensive model management system that supports rep as PM, third-party, and multi-sleeve models. The Digital Onboarding solution simplifies and automates the account opening process. The company prioritizes cybersecurity, holding SOC 2 and HIPAA certifications and conducting regular third-party penetration tests.
Client Experience
Advisor360°'s platform offers a client experience that allows clients to see integrated, holistic views of their complete financial lives. The Investor360° client portal provides real-time access to holdings, balances, and other financial information. The platform supports multi-custodial account opening and reporting, ensuring a seamless experience for advisors and clients. A dedicated Customer Success team ensures successful onboarding and ongoing support, enhancing client satisfaction and retention.
Compliance and Security
Advisor360° includes compliance features to meet regulatory requirements, ensuring adherence to industry standards. The platform incorporates a document management system for secure creation, modification, sharing, and searching of investment documents. The company's strong focus on cybersecurity is evidenced by SOC 2 and HIPAA certifications, along with regular third-party penetration tests. These measures help safeguard client data and maintain the integrity of the platform.