Unify Client Data
Bring CRM, financial, and internal data into one connected view so your team works from a single source of truth.
Everything You Need to See the Full Client Picture In One Place
Client360 brings your CRM, financial data, and client insights together into one unified system so you can stop chasing information and start leading better conversations.
Key Features
Unified Client Dashboard
View all client financial data in one connected, real time dashboard.
Automated Client Reviews
Generate clear review dashboards that highlight changes and opportunities instantly.
Seamless Integrations
Connect your CRM and financial systems into one continuous data flow.
Revenue and Growth Tracking
Track AUM, annuities, and insurance performance across every client.
Workflow Automation
Reduce manual tasks and streamline how your team operates day to day.
Historical Client Visibility
Access past reviews and track client changes over time with full clarity.
How Client360 Works
Connect Your Systems
Integrate your CRM, financial accounts, and internal data into one platform.
Build the Client View
Client360 automatically organizes your data into clear, visual dashboards.
Lead Better Client Conversations
Use real time insights to guide reviews, uncover opportunities, and deliver more value.
What Client360 Helps You Do
Client360 helps advisory firms unify data, improve visibility, and operate more efficiently across every client relationship.
Improve Client Reviews
Use real time dashboards and organized insights to prepare faster and lead more effective client conversations.
Reduce Manual Work
Automate repetitive tasks and reduce spreadsheet heavy processes that slow your team down.
Spot Opportunities Faster
Track changes across AUM, annuities, and insurance with greater visibility and less effort.
See What Your Client Data Should Actually Look Like
Get a firsthand look at how Client360 helps advisory firms unify data, improve client conversations, and operate more efficiently.