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.
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