Create a Single Source of Truth
Bring CRM, financial, and internal data into one connected view so your team works from a unified system.
A Complete View of Every Client, In One Place
Client360 connects CRM, financial, and tax data into one system so your team can operate with complete visibility, reduce manual work, and deliver better client conversations.
Key Features
Portfolio Snapshot and Redtail Sync
Automatically pull account data from Redtail to create real time, comprehensive portfolio snapshots.
Automated Client Reviews
Generate structured review dashboards that highlight changes, trends, and opportunities instantly.
Seamless Integrations
Connect CRM, financial, and tax systems into one continuous, real time data flow.
Revenue and Growth Tracking
Track AUM, annuities, and insurance performance across clients with greater visibility.
Workflow Automation
Automate data ingestion, reporting, and repetitive processes across your team.
Historical Review Comparison
Import past client reviews and compare trends over time without losing historical data.
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 enables firms to move from manual work to structured systems that improve visibility, efficiency, and client outcomes.
Deliver Better Client Reviews
Use structured dashboards and real time insights to improve preparation and client conversations.
Reduce Manual Work and Errors
Automate repetitive processes and eliminate spreadsheet driven workflows.
Identify Opportunities Faster
Track changes across AUM, annuities, and insurance with greater visibility and less effort.
Built for the Modern Advisory Firm
Client360 connects planning, pricing, and data quality into one scalable operating system.
Tax and Planning Integration
Bring tax insights directly into your workflow with integrations like Holistiplan.
Revenue and Pricing Visibility
Standardize pricing, forecast revenue, and move toward more scalable fee structures.
Data Accuracy and Control
Ensure consistent, high quality data across annuities, insurance, and client accounts.
See Tax Planning Inside the Client View
Client360 brings Holistiplan data directly into the client view so your team can review tax returns, run scenarios, and guide conversations without switching systems.
- View tax returns alongside client financial data
- Run scenario analysis directly within the client view
- Lead more informed, data-driven client conversations
Turn Redtail Contact Data Into Actionable Insights
Client360 turns Redtail contact data into clear, actionable insights so your team can identify growth, analyze relationships, and work from a more useful view of your client base.
- Identify net new clients over time
- Filter and analyze contact data with precision
- Export, review, and act on related client and account data
See Your Client Data the Way It Should Be
Get a firsthand look at how Client360 connects your data and improves client conversations.