Client Access


Advisor360° Client Relations Management

Mass Mutual / Advisor 360

Through our relationship with MassMutual, we bring you Advisor360°. Advisor360° is a holistic platform that offers an award-winning, holistic experience for advisors and their clients through three components:

Client360° offers advisors a comprehensive view of each client’s complete financial life, incorporating all aspects of their portfolio, from protection through wealth management.

Practice360° integrates an advisor’s business (all their individual client views) into a single, powerful dashboard, streamlining operations and workflow management, allowing for client segmentation, alerts/workflow, and reporting.

Investor360° can be made available by an advisor for their client to access his/her assets, insurance and retirement all in one place.