1.2.65 Safe to install
Investor360°: Empowering Advisors with Comprehensive Insights
Investor360° by Advisor360°, LLC is a robust platform that provides financial advisors with a holistic view of their clients' investments, enhancing client engagement and decision-making.
Investor360°® offers a comprehensive platform that allows you to gain valuable insights into your financial portfolio. With the Investor360° app, you have instant access to an executive summary of your complete financial picture, eliminating the need to wait for paper statements. This app provides you with the same information that your financial advisor utilizes to review and maintain your accounts.
Key Features:
- Activity summary: Get a quick overview of your asset performance, starting from your initial assets to your current position.
- Account and cash balances: Stay informed about your current account and cash balances.
- Balance history chart: Easily track changes in your balance over time with a comprehensive chart.
- Flexible positioning view: Customize your view by organizing positions based on either account or security.
- Detailed position breakdown: Access a comprehensive breakdown of positions for each account.
- Historical transactions: Review past transactions within your accounts for better financial planning.
- Account balance and asset allocation charts: Easily interpret your account balance and asset allocation through user-friendly charts.
Investor360° is a powerful tool that empowers investors with real-time information and comprehensive data analysis for effective financial decision-making.
Overview
Investor360°® is a Freeware software in the category Business developed by Advisor360°, LLC.
The latest version of Investor360°® is 1.2.65, released on 01/09/2024. It was initially added to our database on 01/09/2024.
Investor360°® runs on the following operating systems: iOS.
Users of Investor360°® gave it a rating of 2 out of 5 stars.
FAQ
What is Investor360°®?
Investor360°® is a comprehensive investment management platform designed for financial advisors to provide a holistic view of their clients' investment portfolios.
Who is Advisor360°, LLC?
Advisor360°, LLC is a technology company that develops software solutions for financial advisors and wealth management firms.
What features does Investor360°® offer?
Investor360°® offers features such as client reporting, account aggregation, performance analytics, and financial planning tools.
Can Investor360°® integrate with other financial tools?
Yes, Investor360°® can integrate with various CRM systems, trading platforms, and custodial services to enhance its functionality.
Is Investor360°® suitable for all types of investors?
Investor360°® primarily targets financial advisors and their clients, making it more suitable for those involved in investment management rather than individual retail investors.
How does Investor360°® improve client communication?
Investor360°® enhances client communication through customizable reports and real-time access to portfolio information, enabling more informed discussions.
Is training available for using Investor360°®?
Yes, Advisor360°, LLC offers training and support resources to help users effectively utilize Investor360°®.
What types of accounts can be managed with Investor360°®?
Investor360°® supports various account types, including individual, joint, trust, and retirement accounts.
Is there a mobile version of Investor360°®?
Yes, Investor360°® is accessible on mobile devices through its responsive web design and dedicated app.
How can I get started with Investor360°®?
To get started with Investor360°®, you can contact Advisor360°, LLC for a demo or more information about their services and onboarding process.
Boris Weber
I am an editor at UpdateStar. I started as a support engineer, and am now specialized in writing about general software topics from a usability and performance angle among others. I telecommute from UpdateStar’s Berlin office, when I am not working remote as a digital nomad for UpdateStar. When I'm not analyzing the latest software updates, you can find me exploring new cities, immersing myself in local cultures, and discovering innovative tech trends across the globe.
Latest Reviews by Boris Weber
Related products
American Funds PlanPremier401k
Empower Your Employees with PlanPremier401kCapital Group PlanPremier401k
This application is designed exclusively for participants in Capital Group PlanPremier employer-sponsored retirement plans. It is not intended for use with other retirement, college savings, or individual investment accounts.Equitable Mobile App
Equitable Mobile App: Empowering Financial Management on the GoLiberty Bank CT
Streamline Your Banking Experience with Liberty Bank CTLPL Account View
Seamless Financial Management with LPL Account ViewMassMutual
Download the MassMutual app to conveniently manage your life insurance and retirement account details, all from one place and on-the-go.NetXInvestor™ Mobile
NetXInvestor™ mobile is a valuable tool for managing your investments, offering convenient access to your financial portfolio.READYSAVE 529
READYSAVE 529 is a convenient app that allows you to securely access your 529 plan account. With this app, you can easily check your account balance, transaction history, and investment allocations.RightCapital
Transform Your Financial Planning with RightCapitalWealthscape Investor℠
Access your managed brokerage accounts from anywhere with Wealthscape Investor. This user-friendly app offers an enhanced experience, allowing you to efficiently navigate and access the necessary information.Wealthscape℠
The Wealthscape℠ mobile app is now available for iPhone® and iPad®. This app provides brokers and advisors with access to critical brokerage information on the go.Latest Updates
VCDS Release 25.3
VCDS Release: The Ultimate Diagnostic Tool for Volkswagen and Audi VehiclesgSyncit 5.8.35
Sync Gmail, Outlook, and Google Calendar effortlessly with gSyncit.Driver Magician Lite 5.68
Essential Tool for Driver ManagementGuitar Pro 8.1.4.43
Master the Guitar with Guitar Pro's Advanced Tablature Software!SoftPerfect Network Scanner 8.2.4
Efficient Network Scanner Tool for Network AdministratorsChromium 136.0.7104
Chromium BSU: A Fast-Paced Top-Down Shooter GameLatest News
Latest Reviews
![]() |
WordFinder by YourDictionary
Unlock Your Vocabulary with WordFinder by YourDictionary |
![]() |
Remnant Ministries Mobile App
Empower Your Spiritual Journey with the Remnant Ministries Mobile App |
![]() |
The Boubyan App
Revolutionize Your Banking Experience with The Boubyan App |
![]() |
AI Mirror: AI Art Photo Editor
Transform Your Photos into Stunning Art with AI Mirror |
![]() |
The Trail
A Captivating Adventure Awaits in The Trail |
![]() |
Sky Tonight - Star Gazer Guide
Unlock the Wonders of the Night Sky with Sky Tonight |
![]() |
UpdateStar Premium Edition
Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition! |
![]() |
Microsoft Visual C++ 2015 Redistributable Package
Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package! |
![]() |
Microsoft Edge
A New Standard in Web Browsing |
![]() |
Google Chrome
Fast and Versatile Web Browser |
![]() |
Microsoft Visual C++ 2010 Redistributable
Essential Component for Running Visual C++ Applications |
![]() |
Microsoft Update Health Tools
Microsoft Update Health Tools: Ensure Your System is Always Up-to-Date! |