Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Advisor360 | Commonwealth Financial

The Advisor360° suite comprises Client360°, which integrates portfolio, trade, contact, document, and wealth management in what the vendor calls a single intuitive platform, giving financial advisors a truly comprehensive and interactive view of each client’s financial life; Practice360°, which delivers a single dashboard for streamlined practice–wide operations, workflow and analytics; and Investor360°, which clients can use to see their complete financial picture.

  • CRM
  • Performance Reporting
  • Financial Planning
  • Trading
  • Model Management
  • Rebalancing
  • Operations and Workflow
  • Analytics
  • Document Imaging

Companies that integrate with Advisor360°

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.

No partnership categories yet.

Open to forming a new partnership? Contact and we’ll help you facilitate integrations that will grow your business.


Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.