Press Releases

Commonwealth Financial Network® Releases Client360°® Dashboard

Waltham, MA (June 16, 2014)—Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer–RIA, today announces the release of the Client360°® dashboard. The new default page for Client360° is designed to deliver a streamlined, efficient way for advisors to manage households, clients, and accounts.

Part of Commonwealth’s suite of proprietary software tools, Client360° is a total client management system that provides advisors with a comprehensive view of a client’s financial picture. The system offers a breadth of functionality—incorporating portfolio, trading, contact, document, and wealth management applications.

Completely customizable, the dashboard allows advisors to consolidate the information and functions most important to them—and place them front and center on a single screen. Using 22 different widgets to start, advisors can tailor the view for their own work process.

The Client360° dashboard is optimized for ideal viewing regardless of the type of device used. On a desktop, tablet, or phone, widgets arrange themselves dynamically for a more progressive user experience.

“Initial feedback has been extremely positive,” said Darren Tedesco, managing principal of innovation and strategy at Commonwealth. “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 Client360° dashboard has achieved that.”

“It is great to have everything at a glance on one screen—reports, contact information, account summary . . . the dashboard has cut out at least three steps for me,” said Debra Harford, director of client services, Milestone Wealth Management. “I truly appreciate the new Client360° dashboard,” added Mitch Glicksman, CFP®, AIF®, Evergreen Financial Associates, LLC. “This functionality will be extremely helpful (and) time saving.”

Tedesco concluded, “The Client360° dashboard is all about leveraging tightly coupled and integrated systems to run a more efficient practice. Being able to view performance, run review report bundles, place trades, view model drift, log phone calls, move money, and open accounts from one screen might seem like a dream to some, but it is now a reality for Commonwealth advisors.”

Earlier this year, Commonwealth announced the roll out of Investor360°® version 4.0, which offers advisors’ clients increased functionality, unique enhancements, and greater customization options that create a better user experience.

View screen images of the Client360° dashboard.

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. 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.

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Press Releases