Our Technology Platform

Investor360° is a unique, holistic experience that allows us to manage your complete financial picture together. We can consolidate all your holdings, accounts, and insurance on one digital platform available anytime, anywhere—and from any device.

You’ll get your own customized view, where you can also add bank, insurance, and investment accounts held at other institutions so we can see everything together and build a plan for your future. You can even use the secure vault to store important documents such as wills, trusts, and tax information.

This tool won’t change our relationship or your investment strategies—but it will help simplify your financial life and make it much easier to see progress toward your goals!