michael.pendergrass
Acronym
Advisor360
Product ID
Advisor360_Platform
Description
An all-in-one modular platform with household-level organization.
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Details
- Holistic, clean, and reconciled data across all custodians and product types (insurance, investments, banking, physical assets) provides an advantage to advisors looking to offer best-in-class reporting to clients while capturing held-away assets.
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Details
- A Household is a holistic view of a client bundled with tools to help advisors manage the client relationship. Households are a grouping mechanism for accounts, statements, insurance policies, financial plans, contacts, notes, and documents.
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Details
- AI-powered platform assistant for highly personalized support and automation directly within daily workflows, accelerating advisor productivity. Users can perform key actions by engaging with the assistant using natural language.
Features
An all-in-one modular platform with household-level organization:
- Advisor desktop with a complete practice and household level view
- Investor portal provides clients a holistic view of their portfolio
- Bundle, schedule, run, and deliver fully reconciled reports.
Vendors
Management Style
Schwab Products
Solution