# Advisor360°®

> Secure mobile platform for financial advisors to manage business and client interactions. (iPhone/iPad app by Advisor360°, LLC.)

- Source: https://appshunter.io/ios/app/advisor360/id1475009556 (this page in markdown: same URL + `.md`)
- Developer: [Advisor360°, LLC](https://appshunter.io/developer/1474964663)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 12.3 · 29 MB
- Languages: American English, French (France), European Spanish
- Released: 2021-04-19
- Data updated: 2026-07-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/advisor360/id1475009556/reviews.md

## What is 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.

## Key features

- Secure business access
- Market snapshots
- Trade execution
- Client contact management
- Secure messaging
- Performance tracking


## Frequently asked questions about Advisor360°®

### Is Advisor360° free to use?

Yes, Advisor360° is available for free. It requires an existing Advisor360° platform login for access and use.

### What devices does Advisor360° support?

Advisor360° is available for iPhone and iPod devices. It is not currently listed for Android or other platforms.

### How often is Advisor360° updated?

The latest version of Advisor360° is 1.0.95, last updated on September 7, 2025. Updates are provided to ensure continued functionality and security.

### What kind of security does Advisor360° offer?

The app provides secure access to your business and client data. It is designed for secure performance of key business tasks on mobile devices.

### Can I place trades using Advisor360°?

Yes, you can place trades and view order status directly through the Advisor360° mobile app. This allows for efficient transaction management on the go.

### Does Advisor360° have ads?

No, Advisor360° does not contain advertisements. The app is designed to provide a focused and secure user experience for financial professionals.

### What is the age rating for Advisor360°?

Advisor360° has an age rating of 4+. This indicates it is suitable for a wide range of users, though its professional nature means it's primarily used by adults.

### How does Advisor360° help with client communication?

Advisor360° allows you to send and receive secure messages and texts with clients. It also provides access to CRM contacts, households, and account holdings for comprehensive client management.

## Version history (last 5 releases)

### 1.0.95 — 2025-09-07

Update banner

### 1.0.92 — 2025-01-27

Bug fixes and Performance Updates

### 1.0.90 — 2024-11-04

Bug fixes and Performance Updates

### 1.0.89 — 2024-10-23

Fix for Check Deposit Black Screen Issue.

### 1.0.86 — 2024-07-29

Minor Bug fixes and Security Updates

## More apps by Advisor360°, LLC

- [Investor360°®](https://appshunter.io/ios/app/investor360/id1046543495)
- [COMMLink®](https://appshunter.io/ios/app/commlink/id1064133726)
- [Investor360°](https://appshunter.io/ios/app/investor360/id6471432464)
- [Advisor360°](https://appshunter.io/ios/app/advisor360/id6479363025)
- [Parrot AI by Advisor360°](https://appshunter.io/ios/app/parrot-ai-by-advisor360/id6749899617)

All apps by Advisor360°, LLC: https://appshunter.io/developer/1474964663

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-07.*