Commonwealth Financial Network® Releases New Version of
Waltham, MA (February 10, 2014)—Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer–RIA, today announces the release of Investor360°® version 4.0. Part of Commonwealth’s suite of proprietary software tools, Investor360° 4.0 offers advisors’ clients increased functionality, unique enhancements, and greater customization options that create a better user experience.
Investor360° completes the trifecta of rich functionality Commonwealth offers affiliated advisor offices, giving advisors’ clients the ability to review their own financial information. The Client360°® total client management system provides advisors with a comprehensive view of a client’s complete financial picture. The system offers a breadth of functionality—incorporating portfolio, trading, contact, document, and wealth management functions. And, what Client360° does for one client at a time, Commonwealth’s Practice360°® business dashboard does for an advisor’s entire practice, allowing advisors to manage their entire book of business in a single, streamlined application.
“We continue to strive to help our advisors create great experiences for their clients,” said Darren Tedesco, managing principal of innovation and strategy at Commonwealth. “With the world’s technology changing at a more rapid pace than ever before, we wanted our fourth major version of Investor360° to really pop in both functionality and ease of use. If user testing is any indication, clients will appreciate this streamlined, more robust view, which, in turn, will continue to make our advisors look technologically progressive.”
With Investor360°, advisors can provide indispensable service to their clients, allowing them to easily view financial information most relevant to them, 24/7, and expand their view of their outside assets. The latest updates allow faster access to all functionality, with improved navigation, and a more modern and user-friendly look and feel.
Tedesco added, “Commonwealth continually invests, and reinvests, in technology that provides advisors with the tools that impact their clients’ experience—establishing trust, increasing confidence, and strengthening client relationships. This precise, easy-to-use tool creates transparency that is unmatched in the industry, and complements the robust advisor platform Commonwealth has developed from the ground up.”
For more details and a sampling of screenshots, view our view our e-brochure.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer—RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power and Associates ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Three Times in a Row.” The firm supports more than 1,487 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.