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A unified wealth management platform that provides advisors with a 360-degree view of client data, including investments, insurance, and banking products. Features client onboarding, portfolio management, financial planning, reporting, and a client portal with a native mobile app.
Integrated solutions that support wealth advisors in managing client relationships, investments, and business operations.
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Unified Client Profile Comprehensive 360-degree view of client information, relationships, accounts, and activities in a single interface |
Marketing and product documentation state a unified 360-degree client view across financial accounts, including investments and insurance. | |
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Household Relationship Mapping Ability to link and visualize family relationships, joint accounts, and household financial connections |
Advisor360° advertises Household Relationship Mapping to link family members, joint accounts, and relationships. | |
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Client Segmentation Tools to categorize clients based on wealth tiers, service needs, profitability, or custom criteria |
Client segmentation is supported, with customization by wealth tiers and service models described in product overview. | |
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Client Onboarding Workflow Streamlined digital process for bringing new clients onto the platform with automated documentation and compliance checks |
Robust digital client onboarding, including e-signature and compliance, is a listed key feature. | |
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Contact Management System for tracking all client interactions, communications, and touchpoints |
The platform provides contact management with a CRM core, as shown in solution overviews. | |
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Document Management Secure repository for client-related documents with version control and compliance tracking |
Document management and secure vault are on the client feature list. | |
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Client Portal Integration Connection with client-facing interfaces, allowing advisors to see what clients see |
A client-facing portal is a major feature, offering visibility and shared experience with advisors. | |
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Communication Tools Integrated email, messaging, and notification systems that maintain records of client communications |
Product describes integrated compliant communication, including messaging and notifications. | |
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Task Management System for creating, assigning, and tracking client-related tasks and follow-ups |
Task and workflow management are supported natively, according to platform documentation. | |
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Client Engagement Analytics Metrics on client interactions, satisfaction, and relationship depth |
Client engagement analytics, such as activity tracking and relationship metrics, are shown in sales materials. | |
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Client Capacity Maximum number of client profiles the system can efficiently manage |
No information available | |
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Prospect Management Tools for tracking and nurturing potential clients through the sales pipeline |
Prospect and pipeline management are included as part of the CRM system. |
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Goal-Based Planning Framework for creating, tracking, and adjusting plans based on client life goals |
Goal-based and holistic planning is described as a product differentiator on their website. | |
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Retirement Planning Specialized tools for projecting and optimizing retirement scenarios and income strategies |
Comprehensive retirement planning tools are standard, specifically referenced on solution pages. | |
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Cash Flow Analysis Tools for analyzing and projecting client income, expenses, and liquidity needs |
Cash flow analysis is included in their financial planning suite. | |
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Estate Planning Integration Features supporting wealth transfer strategies and estate planning scenarios |
Estate planning scenario modeling is included per product brochures. | |
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Tax Planning Tools for tax optimization, harvesting, and projection across client accounts |
Tax planning and optimization tools are highlighted as available features. | |
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Insurance Analysis Capabilities for evaluating coverage needs and incorporating insurance products into financial plans |
Insurance analysis and integration described as part of cross-product financial planning. | |
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Education Planning Specialized planning tools for college and education funding goals |
Education funding/529 planning is listed under available planning tools. | |
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Monte Carlo Simulation Probability analysis showing likelihood of plan success under various market scenarios |
Monte Carlo probability analysis is referenced for plan success projections. | |
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What-If Scenario Modeling Ability to create and compare multiple planning scenarios with different assumptions |
What-if scenario tools are a popular planning tool included in the platform. | |
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Plan Monitoring Automated tracking of plan progress against goals with alerts for variances |
Plan monitoring against goals with alerts forms part of automated advice. | |
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Client-Facing Plan Visualizations Engaging graphical representations of financial plans designed for client understanding |
Client plan visualizations are clearly illustrated in product screenshots and marketing. | |
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Plan Generation Speed Time required to generate a comprehensive financial plan with standard inputs |
No information available | |
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Risk Capacity Assessment Tools to evaluate a client's financial ability to withstand market volatility |
Risk capacity assessment is a standard part of their risk profiling workflow. |
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Model Portfolio Management Infrastructure for creating, managing, and implementing model portfolios across client accounts |
Model portfolio management is included as a core feature for advisor control across clients. | |
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Rebalancing Engine Automated tools for identifying and executing portfolio rebalancing opportunities |
Automatic portfolio rebalancing is part of the portfolio management tools. | |
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Asset Allocation Tools Analytics for optimizing portfolio diversification across asset classes |
Asset allocation analytics included; see solution overview and whitepapers. | |
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Investment Proposal Generation Automated creation of compliant, personalized investment proposals |
Automated investment proposal generation described in workflow documentation. | |
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Performance Reporting Comprehensive reporting on portfolio performance with benchmarking capabilities |
Performance reporting and portfolio analytics are a central dashboard element. | |
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Fee Analysis Tools for calculating, disclosing, and optimizing investment costs and advisory fees |
Fee analysis and schedule comparison tools are included, as shown in platform demos. | |
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Tax-Aware Investing Capabilities for tax-efficient investing and tax-loss harvesting |
Tax-aware investing and tax-loss harvesting are integrated portfolio features. | |
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ESG/SRI Screening Tools for incorporating environmental, social, governance, or socially responsible criteria into portfolios |
ESG/SRI screening is offered as a portfolio customization option. | |
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Alternative Investment Support Ability to incorporate and report on non-traditional investments like private equity, hedge funds, or real estate |
Alternative investment report and tracking is promoted as a differentiator for the platform. | |
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Trading Integration Connectivity with order management and execution platforms |
Trading integration and order management are part of the solution stack. | |
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Investment Research Access Integration with research platforms and content for security selection |
Investment research integrations (e.g., with Morningstar) are illustrated in product materials. | |
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Portfolio Drift Alerts Automated notifications when portfolios move outside of target allocations |
Portfolio drift and rebalancing alerts mentioned in workflow features. | |
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Rebalancing Speed Time required to analyze and generate rebalancing recommendations for the average client portfolio |
No information available |
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Risk Profiling Questionnaires and tools to assess client risk tolerance and preferences |
Risk profiling questionnaires and automation are a key part of Advisor360° onboarding. | |
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Portfolio Risk Analysis Tools to measure and visualize risk metrics across client portfolios |
Portfolio risk analysis tools and visualizations are described and displayed in platform UI. | |
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Stress Testing Capability to simulate portfolio performance under extreme market conditions |
Stress testing features demonstrated in marketing and tutorials. | |
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Downside Protection Strategies Tools for implementing hedging or protection strategies in portfolios |
No information available | |
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Risk Budget Management Framework for allocating risk across portfolio components |
No information available | |
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Risk-Adjusted Return Analysis Metrics showing performance in the context of risk taken |
Risk-adjusted return (e.g., Sharpe ratio) is described in performance analytics. | |
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Behavioral Risk Assessment Tools to identify and address client behavioral biases that impact investment decisions |
No information available | |
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Risk Visualization Tools Client-friendly graphics that effectively communicate risk concepts |
Risk visualization tools shown in product screenshots and demos. | |
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Scenario Analysis Tools to model portfolio performance under specific market scenarios |
Scenario analysis and market scenario modeling are available in the planning suite. | |
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Correlation Analysis Tools to analyze and visualize relationships between different investments |
Correlation analytics for portfolio construction and client review are documented. | |
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Risk Monitoring Alerts Automated notifications when portfolio risk metrics exceed thresholds |
Configurable risk monitoring alerts are part of advisor dashboard settings. | |
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Risk Model Options Number of different risk modeling methodologies available in the system |
No information available |
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Core Banking Integration Seamless connectivity with the bank's central account and transaction systems |
The platform integrates with core banking systems; see 'banking products' and integrations described. | |
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CRM Integration Connection with customer relationship management systems for unified client data |
Full CRM integration is a core tenant of the Advisor360° platform. | |
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Custodian Data Feeds Automated imports of account and position data from custodial platforms |
Custodian integration and feeds referenced for main custodians and brokerage platforms. | |
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Market Data Integration Access to real-time or delayed market pricing and information |
Market data feed integration is supported for portfolio analytics and proposals. | |
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Account Aggregation Ability to incorporate held-away assets and liabilities into comprehensive client view |
Account aggregation (incorporating held-away accounts) is stated as a feature for holistic management. | |
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API Ecosystem Extensible architecture allowing connection with third-party applications |
Extensive API ecosystem is promoted for data connectivity and extensibility. | |
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Business Intelligence Tools Analytics capabilities for identifying trends and opportunities across client base |
Business intelligence/analytics toolkit described for trends and opportunity identification. | |
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Data Visualization Interactive tools for exploring and presenting complex financial data |
Interactive data visualizations are shown in demo videos and product brochures. | |
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Data Quality Management Processes for ensuring data accuracy, completeness, and consistency |
Advisor360° platform stresses enterprise-grade data quality governance and management. | |
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Custom Reporting Engine Tools allowing advisors to create personalized reports for clients or management |
Platform supports creation of custom reports for clients and management. | |
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Data Warehousing Infrastructure for storing and analyzing historical client and performance data |
Data warehousing and history analytics are part of broader data integration features. | |
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Integration Processing Capacity Maximum volume of data imports and exports the system can handle daily |
No information available | |
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Machine Learning Capabilities Advanced analytics using AI to identify patterns and generate insights |
Machine learning and AI pattern detection referenced as areas of ongoing development and differentiation. |
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Regulatory Reporting Automated generation of required regulatory filings and reports |
Regulatory reporting automation (including Form ADV) is part of the compliance suite. | |
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KYC/AML Integration Tools for Know Your Customer and Anti-Money Laundering compliance |
KYC/AML processes and direct integrations described in compliance architecture. | |
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Suitability Assessment Framework for ensuring investment recommendations match client profiles |
Suitability assessment tools ensure compliant investment recommendations. | |
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Fee Disclosure Management Tools for calculating, disclosing, and documenting advisory fees and costs |
Fee disclosure and management tools highlighted in their compliance solutions. | |
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Communication Archiving System for retaining client communications in compliance with regulations |
Regulated communication archiving supported as per compliance requirements. | |
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Supervision Workflows Processes for supervisory review of advisor activities and recommendations |
Supervision workflows appear in regulatory compliance feature overview. | |
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Conflict of Interest Management Tools for identifying and addressing potential conflicts in recommendations |
Conflict of interest management tools described as part of surveillance modules. | |
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Best Interest Documentation Features supporting documentation of best interest or fiduciary considerations |
Best interest documentation capabilities offered for fiduciary compliance. | |
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Exception Reporting Automated identification of transactions or activities requiring review |
Platform supports exception reporting for regulatory and operational review. | |
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Compliance Dashboard Central view of compliance status across advisors and clients |
Compliance dashboard demonstrated in platform overview demos. | |
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Regulatory Update Management Process for implementing changes to comply with new regulations |
Regular regulatory update management and change tracking indicated in compliance documentation. | |
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Audit Trail Comprehensive logging of system activities for regulatory review |
Comprehensive audit trails are part of system regulatory features. | |
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Compliance Rule Capacity Maximum number of concurrent compliance rules that can be actively monitored |
No information available |
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Advisor Dashboard Personalized interface showing priorities, tasks, and client information |
Advisor dashboard with priorities, tasks, and at-a-glance client information is a main UI feature. | |
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Automated Workflows Pre-built processes for common advisor activities with tracking |
Automated advisor workflows are described in product literature. | |
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Calendar Integration Connection with scheduling tools for meeting management |
Integration with leading calendar and scheduling platforms is promoted. | |
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Mobile Access Responsive design or dedicated app for on-the-go advisory work |
Mobile access is available via native app for advisors. | |
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Template Library Collection of pre-approved communications, plans, and proposals |
Template libraries for communications and reporting are noted in marketing materials. | |
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Batch Processing Ability to perform actions across multiple clients simultaneously |
Batch processing features highlighted for actions across books of clients. | |
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Digital Signature Support Integration with e-signature platforms for paperless workflows |
Digital signature support for onboarding and forms is confirmed as part of digital workflow. | |
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Artificial Intelligence Assistance AI-powered tools for research, recommendations, or administrative tasks |
AI tools and assistants for document/meeting prep and suggestions are highlighted as an innovation area. | |
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Meeting Preparation Tools Automated generation of client review materials and talking points |
Meeting preparation automation shown in advisor productivity suite. | |
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Notification Management System for prioritizing and managing alerts and updates |
Notification management and advisor alerts are core dashboard functions. | |
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Activity Tracking Measurement of advisor activities and productivity metrics |
Comprehensive activity and productivity tracking available as dashboard KPIs. | |
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Knowledge Management Repository of best practices, policies, and reference materials |
Knowledge repository and support for best practices described. | |
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System Response Time Average time for the platform to respond to standard advisor queries |
No information available |
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Role-Based Access Control Granular permissions system controlling what different team members can view and modify |
Role-based permissions and user access are detailed in platform's security descriptions. | |
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Team Assignment Ability to define service teams around clients with clear responsibilities |
Team assignment for relationship management and service grouping shown in documentation. | |
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Internal Messaging Secure communication system for team coordination about client matters |
Secure internal messaging capabilities described under team collaboration. | |
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Activity Logging Transparent record of all team member actions and client interactions |
Activity auditing for compliance and team transparency is part of platform logs. | |
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Collaborative Document Editing Ability for multiple team members to work on plans or proposals simultaneously |
Collaborative document editing is available, enabling multiple team members to work on client deliverables. | |
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Specialist Integration Framework for incorporating subject matter experts into client service |
Specialist involvement and referrals part of team collaboration support described in advisor tools. | |
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Workflow Assignment System for routing tasks to appropriate team members with tracking |
Workflow/task assignment is part of integrated task management. | |
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Coverage Management Tools for managing team coverage during absences or transitions |
Coverage management and tracking are available for service teams. | |
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Shared Calendar Team visibility into meeting schedules and client commitments |
Shared team calendar integration included for scheduling and visibility. | |
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Cross-Team Referrals Process for managing client referrals between advisory teams |
Cross-team referral management workflow described in documentation. | |
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Performance Tracking Metrics on team effectiveness and service delivery |
Team performance tracking and reporting shown in available dashboards. | |
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Maximum Team Size The largest number of team members that can be effectively supported on a single client relationship |
No information available |
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Client Portal Quality Sophistication and usability of the client-facing digital experience |
Client portal emphasizes high usability and sophistication per reviews and product demos. | |
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Mobile App Availability Dedicated mobile application for clients to access accounts and plans |
Native mobile app confirmed as available for clients. | |
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Digital Document Sharing Secure system for exchanging documents with clients |
Digital document sharing and secure messaging available through client portal. | |
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Personalized Reporting Ability to customize reports based on client preferences and needs |
Personalized reporting is a well-documented differentiator for the tool. | |
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Educational Content Integration Access to financial education resources tailored to client situations |
Educational content integrated and tailored to end client through portal. | |
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Goal Visualization Interactive tools showing progress toward financial objectives |
Goal visualization through interactive dashboard and notifications in portal/mobile app. | |
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Secure Messaging Private communication channel between clients and advisory team |
Client-advisor secure messaging system supported per both portal and mobile solution. | |
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Self-Service Capabilities Features allowing clients to initiate common requests independently |
Portal allows clients to perform various self-service actions (e.g., request changes, access docs). | |
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Appointment Scheduling Online tools for clients to book meetings with advisors |
Online scheduling tool for client-advisor meetings is mentioned in product overviews. | |
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Net Worth Dashboard Comprehensive view of client's total financial picture |
Net worth dashboard is a standard part of client and advisor portal. | |
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Client Feedback Collection Mechanisms for gathering and acting on client satisfaction input |
Client feedback collection and response workflow shown as part of the portal. | |
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White-Labeling Options Ability to customize branding of client-facing interfaces |
White-labeling and advisor/firm branding flexibility highlighted as key differentiator. | |
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Client Portal Uptime Percentage of time the client portal is available and functioning properly |
No information available |
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Cloud-Based Architecture Platform delivered via secure cloud infrastructure rather than on-premises |
Advisor360° is delivered entirely via modern secure cloud-based SaaS infrastructure. | |
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System Reliability Platform stability and resistance to outages or performance issues |
High platform reliability and business continuity is described for enterprise clients. | |
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Data Security Protocols Comprehensive safeguards protecting client and firm information |
Firm emphasizes security protocols and protections for sensitive client/firm data. | |
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Multi-Factor Authentication Enhanced login security requiring multiple verification methods |
Multi-factor authentication is a stated security standard for both advisor and client login. | |
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Disaster Recovery Robust backup and restoration capabilities in case of system failure |
Disaster recovery with robust cloud backup and high availability is referenced in technical documentation. | |
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Scalability Ability to grow with increasing users, clients, and transaction volume |
Platform promoted as scalable from solo to enterprise deployments. | |
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Update Frequency Regular delivery of new features and improvements |
Frequent updates and new features are promoted to existing clients. | |
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Customization Options Ability to adapt platform to firm-specific needs and workflows |
Customization and workflow adaptation supported for enterprise buyers. | |
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Integration Architecture Framework for connecting with other systems via APIs or other methods |
Integration architecture supports open APIs and custom integrations. | |
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Performance Optimization Design focused on speed and responsiveness for complex operations |
System is built for high performance and responsiveness, emphasized as competitive strength. | |
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Browser Compatibility Support for various web browsers and operating systems |
Platform supports all major browsers and mobile devices, noted in user support docs. | |
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Single Sign-On Support Integration with enterprise authentication systems |
Single sign-on (SSO) integration available for enterprise clients. | |
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System Uptime Percentage of time the system is operational and available to users |
No information available | |
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Maximum Concurrent Users Number of users who can actively use the system simultaneously without performance degradation |
No information available |
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