Client360°®The very first version of Client360°® rolled on August 1, 2004. It was one of the first applications in our industry that combined brokerage, fee-based, and directly held commission accounts (e.g., 529s, VAs, alternative investments) all in one screen.
Client360°®In 2009, Commonwealth upgraded our portfolio accounting system from Advent to a more tightly integrated reporting engine that offered 60+ reports and almost infinite flexibility. By that time, we also had added hosted imaging (2005), hosted CRM (2006), and integrated planning tools (2009) into the system.
Client360°®In 2014, Client360°® offers all the tools an advisor needs to run his or her practice in one window. Since 2009, we added several planning tools, including our model management system (2010), our trading system (2012), and our latest offering, a customizable dashboard tab that allows advisors to combine any parts of Client360° that they want into a single screen, creating the ultimate integrated client view.
Client360°®Robust and integrated planning tools allow advisors to have deep conversations with clients about their financial goals and wealth.
Client360°®Our reporting engine is one of the most flexible in the industry, with several reports offering more than 10 billion unique combinations each. Our 1-Click Review® system allows advisors to bundle their own custom reports together to make preparing for client meetings a snap, and tight integration with CRM allows them to run those same bundles of reports in 1-Click for every client they meet with in a given week, all collated by household.