Commonwealth Financial Network, a US-based independent broker/dealer-RIA, has launched Client360º dashboard that will enable advisors to manage households, clients, and accounts efficiently.
Client360º is a part of Commonwealth’s suite of proprietary software tools and it is a total client management system.
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To be used on any type of device such as desktop, tablet, or phone, Client360º offers various functionalities such as incorporating portfolio, trading, contact, document, and wealth management applications.
Using Client360º dashboard, advisors can consolidate the information and functions that are important to them.
Commonwealth Financial Network Innovation and Strategy managing principal Darren Tedesco said, "Our overarching goal was to develop a comprehensive snapshot encompassing every piece of information an advisor finds valuable, structured in a way that best serves each individual, and I am confident our Client360º dashboard has achieved that."
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