Commonwealth Financial Network® - Improved Client Service

Improved Client Service
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Helping you deliver real value to your clients—and thus generate true customer satisfaction—is the sole purpose of the solutions described here. Because we never forget that Commonwealth’s success depends wholly on yours—and that yours depends wholly on your ability to service your clients.

Tools that deliver a 360° view of success
Commonwealth shows it all to you online, from the smallest details to the big picture, for each client and household.

Client360°^® provides comprehensive management of all client and household information. Client360° is our proprietary Web-based system that allows you to:

See each client’s updated investment portfolio, regardless of where individual investments are held. You can place trades and view intraday gain/loss information, positions, activity, cost basis, commissions, consolidated statements, historical data, and more.

Position yourself as a wealth management specialist and transform your practice with our wealth management tools. Strengthen your client relationships with a comprehensive approach, and let us help you create a customized plan that encompasses everything from accumulation, risk management, and taxation to business, retirement, and estate planning.

Use our proprietary client relationship management system to maximize the value of each customer and prospect interaction and streamline the way your office runs. Commonwealth CRM makes it easy to store, track, and share client information, and to manage office workflow in the ways that best suit your practice.

Upload, store, and view all your client documents online in a virtual filing cabinet—and free up office space by shredding hard copies in accordance with SEC and Commonwealth regulations. We make it easy to manage paperwork for each client and household and to view all documents within the context of their complete financial picture.

Integrate client information with programs like ACCESS, financial planning software, and portfolio review systems, so you don’t have to re-enter positional data. Just a few clicks of your mouse let you export data from Client360º to Morningstar^® Advisor Workstation^SM, for example, without additional data entry.

Let clients see their investments via your firm’s website
Commonwealth’s Investor360°^® lets you give clients access to the same information you see through Client360°. They’re empowered to make more informed financial decisions—and you’re reinforcing your firm’s position as the source for all their financial information. Balances, transactions, account information, and brokerage/consolidated statements from NFS (our clearing firm) and Commonwealth are all available for your clients to see anytime, anywhere, and with any browser.

Performance reporting made easy for you—and your clients
Our partnership with Advent^® delivers advanced portfolio management and client reporting right to your browser, without the data downloading or reconciliation hassles. We make it easy to create institutional-quality reports, run analyses, and provide the Web-based access your clients demand.

Our research bundle keeps you in the know
Choose from more than 40,000 mutual funds, variable annuities, and individual securities from Morningstar Advisor Workstation, Standard & Poor’s, Argus, Ibbotson, FactSet, Thomson, and Value Line^®.

The right planning tool for the job
Among our offerings are the interactive MoneyGuidePro^TM, an easy-to-use system for goal planning, asset allocation, insurance needs analysis, and lifetime income planning; and Money Tree and NaviPlan, great cash flow tools that let you create comprehensive reports you can share with clients.