Advisor360°
Your Practice, In Your Pocket!
Only for iPhone
Free · Designed for iPhone
iPhone
Use the Advisor360° mobile app to stay connected to your business anytime, anywhere. The app provides secure access to your business, compensation, 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 compensation and 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.
Ratings & Reviews
Bug fixes and other improvements.
The developer, Advisor360°, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Contact Info
- User Content
- Identifiers
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Advisor360°, LLC
- Size
- 65.5 MB
- Category
- Finance
- Compatibility
Requires iOS 14.0 or later.
- iPhone
Requires iOS 14.0 or later. - iPod touch
Requires iOS 14.0 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
English and 2 more
- English, French, Spanish
- Age Rating
4+
- 4+
- Contains
Messaging and Chat
- Copyright
- © Advisor360°