The firm says the new platform brings richer functionality to affiliated adviser offices in managing client assets and investment portfolios. Investor360 is designed to sync with the firm’s other platform solutions, including Client360 and Practice360, which can be used to manage client communications and practice management functions.
Darren Tedesco, managing principal of innovation and strategy at Commonwealth, says the fourth release of Investor360 is more streamlined and user friendly than earlier iterations.
“If user testing is any indication, clients will appreciate this streamlined, more robust view, which, in turn, will continue to make our advisers look technologically progressive,” Tedesco says.
He says advisers can use Investor360 4.0 to provide clients with views of the financial information most relevant to their saving and investing goals. The platform also tracks outside assets that may factor into a client’s overall portfolio strategy.
More details on the latest release, including a sampling of screenshots, are available here.