Investor360º completes the trifecta of rich functionality Commonwealth offers affiliated advisor offices, giving advisors’ clients the ability to review their own financial information. The Client360º® total client management system provides advisors with a comprehensive view of a client’s complete financial picture. The system offers a breadth of functionality—incorporating portfolio, trading, contact, document, and wealth management functions. And, what Client360º does for one client at a time, Commonwealth’s Practice360º® business dashboard does for an advisor’s entire practice, allowing advisors to manage their entire book of business in a single, streamlined application.
“We continue to strive to help our advisors create great experiences for their clients,” said
With Investor360º, advisors can provide indispensable service to their clients, allowing them to easily view financial information most relevant to them, 24/7, and expand their view of their outside assets. The latest updates allow faster access to all functionality, with improved navigation, and a more modern and user-friendly look and feel.
Tedesco added, “Commonwealth continually invests, and reinvests, in technology that provides advisors with the tools that impact their clients’ experience—establishing trust, increasing confidence, and strengthening client relationships. This precise, easy-to-use tool creates transparency that is unmatched in the industry, and complements the robust advisor platform Commonwealth has developed from the ground up.”
For more details and a sampling of screenshots, view our e-brochure.
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