As part of Commonwealth’s suite of proprietary software tools, Client360° provides advisers with a comprehensive view of a client’s financial picture. The system offers a breadth of functionality and incorporates key elements of portfolio management, asset trading, client contact, documentation and various other wealth management applications.
The dashboard can be customized to fit an adviser’s needs and preferences. The default arrangement features 22 unique tools, and advisers can tailor the system to match their own work process. Additionally, the Client360° dashboard is automatically optimized for use on mobile and tablet devices.
“Our overarching goal was to develop a comprehensive snapshot encompassing every piece of information an adviser finds valuable, structured in a way that best serves each individual,” explains Darren Tedesco, managing principal of innovation and strategy at Commonwealth. “The Client360° dashboard is all about leveraging tightly coupled and integrated systems to run a more efficient practice.”
Tedesco says advisers will be able to use the dashboard to view performance, run review report bundles, place trades, view model drift, log phone calls, move money, and open accounts from one screen.
More information is available at www.commonwealth.com.