What We Offer: Technology
A PLATFORM TO POWER EVERYTHING YOU DO
A comprehensive view right at
Our flagship Client360°® web-based platform integrates portfolio management, cross-household performance reporting, contact management, and document imaging for a dynamic, holistic view of each client’s financial picture.
The result: a competitive edge in managing those relationships and moving your business forward.
The power of portfolio management
A single screen gives you a window into everything from an account summary and asset allocation view; to balances, performance, historical trending, and quick links; to trading and intraday positions, cash management, and one-click export to Morningstar®.
All viewable in the way that makes sense for you and your clients. For example:
- In the Performance tab, daily time-weighted returns allow you to see at a glance how a household, any group of accounts, or a single account has performed against its respective benchmark.
- Within the Holdings tab, you can drill down into the details of a portfolio in myriad ways, including by security, account, asset type, custodian, or asset.
- And MoneyGuidePro™ financial planning software is also fully integrated with our Client360° platform for a fast, efficient way to create financial plans.
Tell the story you want to tell
Choose from more than 50 customizable reports you can tailor to suit individual clients’ needs. Format, customize, and save your own versions as templates—for literally thousands of different reporting possibilities to share with clients.
One click saves hours of prep time
Our innovative 1-Click Review® feature lets you bundle together a selection of customized reports and, with one click, generate a consistent packet for client reviews—instantly.
Making life easier for you and your staff
The technological hub for your entire practice is COMMunity Link®, our intuitive web portal that gives you everything you need to run your business right from your browser. It seamlessly integrates data from your office, our office, and your clients, so you can easily access what you need, 24/7, from any internet connection.
- Practice 360°® Models helps you scale your investment management function, so you can spend more time focusing on clients. With just a few clicks, you can manage and rebalance model portfolios across your entire book of business.
- Widgets let you customize your COMMunity Link homepage so you and your staff have easy access to the functions you use most.
- Work in Progress lets your staff track everything we’re working on for you in real time.
- EasyFill pushes your clients’ information onto forms. No more looking up SSNs, transcription errors, or typos.
- Intelligent wizards guide your staff through all operational processes.
- Online check, journal, wire, and EFT requests allow instantaneous initiation of time-sensitive tasks.
- Integrated, web-based document management is Compliance- and SEC-approved, allowing for more shredding and fewer filing cabinets. It also offers your clients a secure online repository for all of their documents.
- Hosted e-mail provides you with secure electronic communications and automatically encrypts e-mails containing sensitive data that you send to clients.
Your whole book of business at a glance
What Client360°® does for one household at a time, our Practice360°® business dashboard does for your entire practice.
By aggregating and analyzing key data, Practice360° lets you easily monitor your business at a glance, rather than having to compile—or guess at—the information yourself.
See a Daily Business Summary with snapshots showing total assets, household statistics, and a view of your commissions and fees. Manage your business-related documents online. And access more than 50 customizable management reports, including Top Holdings, Account Profitability, IRA Contributions, and more.
The back office you can count on
Commonwealth makes it easier for you to focus on your clients and prospects by offloading the back-office work that can be a drain on your staff and resources:
- Our EasySite program makes it easy to create a compelling online presence for your firm with a templated program for building, customizing, and updating your own website.
- And the Commonwealth Shield secures your entire office network by providing you with the latest antivirus/antispyware protection and software updates, automatically.
Here when you need us
Turn to us for:
- Complimentary IT support from our Technology HelpDesk for 14 hours each weekday and from
9:00 A.M. to 5:00 P.M. on Saturdays
- Secure remote assistance that lets us take over your computer in a “rescue” session to help solve difficult technology issues
- Discounts and consultation on hardware and software purchases
- Consultations on the integration of third-party software
- Online training—ranging from videos to hands-on simulations—that helps you get up to speed at your pace and on your schedule
- Help with any technology-related questions—whether it’s solving a recurring computer error or advice on buying a new smartphone