Advisor360
Wealth Management
active
Weston, MA, USA
Community Ratings
Active Users
Former Users
Overall Rating
4.0
(2 ratings)Active: 2Former: 0
Features
3.9
(2 ratings)Active: 2Former: 0
Reliability
4.3
(2 ratings)Active: 2Former: 0
Performance
4.1
(2 ratings)Active: 2Former: 0
Security
4.4
(2 ratings)Active: 2Former: 0
Value for Money
4.1
(2 ratings)Active: 2Former: 0
Customer Service
3.9
(2 ratings)Active: 2Former: 0
Ease of Use
4.1
(2 ratings)Active: 2Former: 0
Integrations
4.0
(2 ratings)Active: 2Former: 0
Total Active Reviews: 2Total Former Reviews: 0
About Advisor360
Advisor360° is a comprehensive wealth management platform designed to streamline operations for financial advisors and their clients.
Pricing
This vendor doesn't list public pricing information.
Contact for PricingCategories
vyq4Wqdkb3hm9cPHCZFaC8Qiuh0mXybrnovReley7GhVp3vvzZxWgW3hLnZj
Industry Focus
Financial Services
Key Features
Client management
portfolio management
financial planning
reporting and analytics
compliance management
Pros
Comprehensive platform
seamless integration
user-friendly interface
Cons
High cost
complex setup
limited customization