Use the Advisor360° mobile app to stay connected to your business anytime, anywhere. The app provides secure access to your business, and market snapshots, and lets you perform key business tasks on your mobile device easily and securely.
· Easily view key business details using our Quick Tile design
· Place trades, view order status, and deposit checks
· Receive alerts about changes in your practice and client portfolios
· Look up CRM contacts, households, and account holdings
· Create and view activities and review case workflows
· View account and household performance
· Send and receive secure messages and texts with clients
· View market snapshots
IMPORTANT INFORMATION REGARDING THIS APP
The Advisor360°® mobile application is exclusively for use by advisors, staff, and employees who use the Advisor360° app in conjunction with the Advisor360° platform. An Advisor360° login is required. Use of the Advisor360° mobile app is subject to all applicable Advisor360° policies and procedures, including those set forth in any compliance manuals and privacy notices.