Technology
Manage your business quickly and easily from a single online location, giving you more time to focus on adding value to your clients’ lives.
Put Time Back in Your Day
We all want more time to do what we love. And running your practice with technology that gives you that? It's a formula for success.
Leverage powerful, flexible platforms designed to streamline and elevate your business and personalize them to work for you.
Meeting your clients’ needs is your biggest priority. Through the comprehensive Advisor360°® platform, you can do it seamlessly.
A 360° view of your business: From overseeing your client households and accounts in Client360°® to increasing your productivity with the Practice360°® features and workflows, these tools can help maximize valuable time, for you and your clients.
Quick access to what you need: Whichever platform you’re in, you’ll create personalized dashboards that provide instant access to the information and functions you need to manage households, clients, and accounts—consolidated on a single screen.
Intelligent reporting: Use powerful technology to create reports on everything from client revenue to asset allocation and performance. Or use intelligent analytics to make more informed decisions about your business.
Integrated relationship management: The integrated customer relationship management (CRM) system enables you to build stronger, more productive client relationships.
E-signature options: You can do it all through an intuitive client portal built with e-sign capabilities, so you can easily serve clients both near and far.
When clients come in, they love the fact that I can pull up literally everything that involves a dollar sign in their financial life, held in a very secure way at our fingertips. They don’t have to go anywhere else, so it helps the client experience be very seamless.