Skip to content Skip main navigation
hero_data-and-reporting
Trusted data and reporting

A data-driven wealth management reporting solution

Bundle, schedule, and run fully reconciled reports with our wealth management reporting solution and trusted data.

 
 

The importance of clean, consolidated data

Play

Provide more meaningful insights with the industry’s most trusted data

61% of financial advisors agree that “bad data” is the primary obstacle they face today.

Pair Advisor360°’s high-quality, scalable data with our reporting solution to drive smart, decisive business decisions.

Watch this (1:54) video to see how Advisor360° is working to overcome this industry-wide issue.

The problems we solve

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

Icons_Public-Site_VolunteerTO
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.

Icons_Inconsistencies
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.

icon_inefficient_client
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.

icon_inconsistent_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.

Icons_Public-Site_Referral-Program
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.

Icons_Public-Site_Proactive-Defense-Monitoring
Data security

Our SOC-2 and HIPPA-certified platform takes a pragmatic, risk-based approach, ensuring the integrity, safety, and security of your environment.

Our solution

What makes Advisor360°’s data different.

Utilizing automation, Advisor360° Unified Data Fabric™ (UDF), a proprietary data model, organizes and enriches data nightly from custodians, DTCC, DAZL, TAMPs, and hundreds of financial institutions and millions of client accounts.

The result is a holistic, easily accessible data layer that remains consistent across all products—from annuities to investments to insurance—in a single dashboard that drive more accurate, trusted insights.

Enjoy a number of benefits, including:

  • Reports require a single login to our platform, saving time and simplifying the advisor experience.
  • Leverage over 100 configurable reports across all types of investment accounts, insurance types, and planning.
  • Automatically identify new growth opportunities through unique reporting, leveraging our robust data set.
  • 1-Click Review® reduces meeting prep to a matter of minutes with even more time saved by integrating with your CRM.
  • Flexible performance reporting allows advisors to communicate performance in different ways to clients.
  • Reporting for the home office, advisor, and client ensures that all personas see consistent data.
  • Integration into the client experience makes it easy for advisors and clients to collaborate in a familiar experience.
  • Build confidence in your client experience and reinforce the advisor’s brand with configurable branding.
  • Simplify vendor management and maintenance by reducing the number of vendors.
play video

1-Click Review®: Learn how to save time preparing for client meetings

Our Unified Data Fabric® consolidates all types of data from hundreds of sources—allowing your advisors to combine investment and protection products into proposals, financial plans, and reporting with one click of a button.

Watch this video (0:37) to discover how our 1-Click Review reporting solution can create more meaningful client-advisor collaboration.

Operate with data you can trust (PDF)

Ready to get started?

Discover how a holistic, accessible data layer improves advisor satisfaction, retention, and productivity.

Get a demo