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Advisor screens
Advisor experience

A more connected private wealth advisor software

Create a centralized advisor experience and efficient workflows using our private wealth advisor software.

 
 

The problems we solve

Have you or your advisors ever experienced any of these problems?

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Inconsistent data across your wealth management software

Point solutions with unique data lead to information being represented differently across systems.

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“Swivel chair” across multiple applications

Advisors have no centralized experience, requiring them to log into multiple best-of-breed applications that cause duplicative data entry and inefficient processes.

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Lack of automation

Disparate systems that are not integrated lead to inefficient, manual workflows.

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Inability to support clients with outdated legacy technology

Advisors are frequently let down by outdated wealth management technology and the lack of new functionality to support client needs and changing client demographics.

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Missed opportunities to increase revenue

With disparate systems and no unified data layer, it is difficult to gather analytics and insights to drive growth.

The technology of a firm acts as an extension of the practice

See how you stack up against your peers in our award-winning Connected Wealth Report.

Have you ever lost business from either a prospect or an existing client because your wealth management technology capabilities did not meet expectations?

65% have lost business because their tech let them down

Yes: a prospect
 
Yes: a client
 
No
 
Don't know
 

Our solution

Increase productivity with configurable advisor dashboards and automated workflows.

Our holistic wealth management platform provides practice- and household-level dashboards that are made up of configurable, persona-based widgets that facilitate better decision-making. These dashboards include an integrated view of investment, banking, insurance, and planning data to enable a more complete view of a client’s wealth.

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Investments: Access real-time holdings, activity, and profile information with compliant storage for books and records.

 
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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.

 
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Reporting and analytics: Gain in-depth reporting that provides insights into sales opportunities, helping to grow your business.

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Integrations: Provide flexibility and efficiency to advisors by leveraging a suite of popular integrations with efficient single sign-on and bi-directional data flows.

 
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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.

Our proprietary Unified Data Fabric® (UDF) 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.

Ready to get started?

Request a demo to see how our configurable Advisor Experience solution can help grow business and enable your private wealth advisor software journey.

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