Real-time account values
Provide advisors and clients with real-time account balances and positions. As we process different data sources throughout the day, our platform and team are updating accounts to reflect the latest values.
Financial professionals affiliated with MassMutual typically save hours each week using 1-Click Reviews® when preparing reports for client meetings, which has profoundly improved their level of service to their clients as well as their overall productivity.
John Vaccaro | Head of MassMutual Financial Advisors
Inconsistencies in data viewed by the advisor, client, and home office
Our platform enriches and normalizes data from hundreds of unique sources, consolidating it into a unified layer for reporting and for advisors and clients to see consistent information regardless of where assets are held.
Duplicate account values
In addition to our robust automation system, Advisor360 offers a dedicated team to assist in the review and upkeep of client and account data.
Single source of truth for client data
With a single client record, advisors can eliminate duplicate data entry. Our integrations ensure that downstream tools leverage the same client data to provide a single, holistic picture while assisting in reporting needs.
Data conversions for new advisors
When onboarding advisors, our platform can maintain and translate that advisor’s legacy data, allowing advisors to retain their book of business and transaction history.
Data security
Our SOC-2 and HIPPA-certified platform takes a pragmatic, risk-based approach, ensuring the integrity, safety, and security of your environment.
