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Commonwealth’s Advisor Software, Client360°®, Turns 10

Waltham, MA (August 13, 2014)—Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer–RIA, celebrates the 10-year anniversary of the introduction of its total client management system, Client360°®.

Part of Commonwealth’s 360° suite of proprietary software tools, Client360° seamlessly integrates portfolio, trade/rebalancing, contact (CRM), document (imaging), and wealth management functions in a single intuitive platform, providing advisors with a truly comprehensive view of each client’s financial life.

View screen images of the evolution of Client360°, and see what sets our platform apart.

“Industry-leading when it first rolled out in August 2004, Client360° has remained at the forefront,” said Darren Tedesco, managing principal of innovation and strategy at Commonwealth. “Over the past decade, we’ve refined and enhanced the platform based almost exclusively on ongoing feedback from our advisors. This tight feedback loop drives our entire community to be the best, including our software team. The changes we prioritize to improve advisors’ experience and make their business more efficient all stem from the simple act of listening to our clients. It’s something that a lot of businesses say, but very few do.” 

In July, J.D. Power ranked Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms,” four times in a row.* As a full-service broker/dealer, Commonwealth builds its technology and offers full support—from training to troubleshooting—six days a week. The firm’s dedicated Technology HelpDesk is staffed by Commonwealth employees in the Waltham, Massachusetts, and San Diego, California, offices to provide advisors with expert assistance.

In June, Commonwealth announced the release of the Client360° dashboard, a streamlined, efficient way for advisors to manage households, clients, and accounts in a single view.

Tedesco concluded, “Commonwealth hires the best and brightest technology staff, who are equally committed to customer service. This mix of talented people focused on our advisors’ needs is what sets Commonwealth technology products and services apart.” (See For the Eighth Time, Commonwealth Financial Network Named a Best Place to Work in Technology.)

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 ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Four 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.

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* Commonwealth Financial Network® received the highest numerical score in the independent advisor segment in the proprietary J.D. Power 2010 and 2012–2014 Financial Advisor Satisfaction StudiesSM. 2014 study based on 3,901 total responses and measures overall financial advisor satisfaction among advisors registered with the Financial Industry Regulatory Authority (FINRA) investment firms. Proprietary study results are based on experiences and perceptions of financial advisors surveyed in January–April 2014. Your experiences may vary. Visit jdpower.com.


 

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