Inconsistent data
Point solutions with unique data lead to information being represented differently across systems.
These latest upgrades to Advisor360°'s Advisor Experience have been absolute game changers in efficiency! Our team's productivity has soared, and we've streamlined our processes like never before.
Dylan Ripley | AAMS, Managing Partner at Cedarwood Financial Partners
“Swivel chair” across multiple applications
Advisors have no centralized experience, requiring them to log into multiple applications that cause duplicative data entry.
Lack of automation
Disparate systems that are not integrated lead to inefficient, manual workflows.
Outdated legacy technology
Advisors are frequently let down by outdated wealth management technology and the lack of new functionality.
Missed opportunities to increase revenue
With disparate systems and no unified data layer, it is difficult to gather analytics and insights to drive growth.
Integrating with your technology stack
Integrating your technology stack takes scarce resources, and yet there are high costs for not doing it or not doing it properly.
See how you stack up against your peers.
Investments
Access real-time holdings, activity, and profile information with compliant storage for books and records.
Integrations
Provide flexibility and efficiency to advisors by leveraging a suite of popular integrations with efficient single sign-on and bi-directional data flows.
Insurance
See a complete view of all life, long-term care, disability, and annuities alongside your investments, simplifying communication about key details like riders and beneficiaries.
Contact management and activity tracking
Utilize integrations with popular CRMs or leverage Advisor360°’s out-of-the-box functionality, creating a foundation for efficient data flow and relationship management.
Reporting and analytics
Gain in-depth reporting that provides insights into sales opportunities, helping to grow your business.
UDF
Our platform seamlessly aggregates, cleanses, reconciles, and enriches all data from your internal systems and third parties. This ensures it is of the highest quality before being presented consistently to all who interact with the information—making it easier to obtain insights and make decisions—and powering your private wealth advisor software experience.