Apps in this category may contain mild or occasional cartoon, fantasy or real-life violence, as well as occasional or mild adult, sexually suggestive or horrifying content and may not be suitable for children under 9 years of age.

12+

Apps in this category may contain occasional mild indecent language, frequent or intense cartoon or real-life violence, minor or occasional adult or sexually suggestive material, and simulated gambling, and may be for children under 12 years of age.

17+

You must be at least 17 years old to access this App.

Apps in this category may contain frequent and intense offensive language; Frequent and intense cartoon, fantasy or realistic violence: frequent and intense adult, scary and sexually suggestive subjects: as well as sexual content, nudity, tobacco, alcohol and drugs, may not be suitable for children under 17 years of age.

Advisor360°® Capturas de tela

iPhone

About Advisor360°®

Use the Advisor360° mobile app to stay connected to your business anytime, anywhere. The app provides secure access to your business, and market snapshots, and lets you perform key business tasks on your mobile device easily and securely.

· Easily view key business details using our Quick Tile design
· Place trades, view order status, and deposit checks
· Receive alerts about changes in your practice and client portfolios
· Look up CRM contacts, households, and account holdings
· Create and view activities and review case workflows
· View account and household performance
· Send and receive secure messages and texts with clients
· View market snapshots

IMPORTANT INFORMATION REGARDING THIS APP
The Advisor360°® mobile application is exclusively for use by advisors, staff, and employees who use the Advisor360° app in conjunction with the Advisor360° platform. An Advisor360° login is required. Use of the Advisor360° mobile app is subject to all applicable Advisor360° policies and procedures, including those set forth in any compliance manuals and privacy notices.

Novidades da Última Versão 1.0.68

Last updated on Jan 11, 2024

Versões Antigas

Minor Bug fixes and Security Updates

Version History

1.0.68

Jan 11, 2024

Minor Bug fixes and Security Updates

1.0.65

Oct 26, 2023

Minor Bug fixes and Security Updates

1.0.64

Sep 14, 2023

This update will provide users the following new features along with security updates and bug fixes

1). Users will be able to fund 529 accounts through Mobile Check Deposits using MiSnap an industry leader in check capture.

2). Users will be able to view beneficiary information for different insurance policies.

1.0.63

Aug 3, 2023

Bug fixes and minor enhancements

1.0.60

Jun 15, 2023

Bug fixes and minor enhancements

1.0.57

May 5, 2023

The new version of Mobile Check Deposit for A360° uses MiSnap, an industry leader in check capture. This update will provide:
· Touch-free auto capture
· On-screen feedback during scanning process
· Helpful messages to improve image capture and upload
· Fewer errors (partial captures, poor focus, too dark, too busy, low contrast)
· Enhanced deposit history and image review features.

1.0.53

Mar 23, 2023

UI bug fixes

1.0.48

Feb 10, 2023

* Networking enhancements
* Performance improvements
* Bug fixes

1.0.24

Oct 28, 2022

* Performance enhancements
* Bug fixes

1.0.14

Jun 10, 2022

This update addresses and corrects reported inconsistencies in the delivery of in app notifications.