Custom Service Lines
Define and standardize your firm’s services and pricing structure
Client Review Automation for Financial Advisory Firms
See Every Client, Price Every Service, and Forecast Revenue In One Place
- End to end client reviews with a complete view of every relationship
- Standardized service pricing with flexible, customizable logic
- Revenue forecasting across clients, services, and time periods
Visualize how assets move to beneficiaries with more clarity
Client360 gives your team a clear view of how assets are structured and how they move across accounts and beneficiaries, making client conversations more informed and more effective.
- Clear beneficiary structure visibility
- Track asset movement across accounts
- Account level allocation insights
- More informed client conversations
- Structured review workflows
One System. Total Visibility.
Client360 connects client data, financials, and planning into one system, giving your team a complete and consistent view across every client relationship.
Built around your firm’s process
Configure Client360 to match how your firm reviews clients, structures services, and manages pricing.
User-Defined Fields
Capture and standardize the data your team relies on
Custom Views & Templates
Standardize client reviews while adapting to different workflows
Connect with the systems your team already uses
Client360 supports connected workflows across leading advisory tools, including Redtail CRM, Holistiplan, and Sage Intacct.
Frequently Asked Questions
Is Client360 customizable to our firm’s workflow?
Yes. Client360 is designed to support custom service lines, user-defined fields, templates, and views so teams can align the platform to their internal process.
Can Client360 replace spreadsheet-based review workflows?
That is one of the core goals of the platform. Client360 helps firms move from scattered spreadsheets to a more structured client review process.
Does Client360 support pricing and quoting?
Yes. The platform is built to support more consistent service quoting, including tax and advisory pricing workflows.
Can the platform help with billing forecasts?
Yes. Teams can use Client360 to model expected billing month to month or across a broader planning period.
What systems does Client360 work with?
Client360 is designed to work alongside key systems used by advisory firms, including Redtail CRM, Holistiplan, and Sage Intacct.