Advisor360°

Advisor360°

Your Practice, In Your Pocket!

3 ratings
Free

Rating summary
2
0
0
0
1

Details

  • Released
  • Updated
  • August 21, 2025
  • July 24, 2026

Features

Advisor360° screenshot #1 for iPhone
Advisor360° screenshot #2 for iPhone
Advisor360° screenshot #3 for iPhone
Advisor360° screenshot #4 for iPhone
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About

This app provides secure mobile access for financial advisors to manage client information, place trades, and communicate with clients. It offers quick business insights, performance tracking, and workflow management tools.

Secure business access
Quick business insights
Trade execution and order status
Client CRM lookup
Activity and workflow management
Secure client messaging
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+1

What's New in Advisor360°

1.5.1

July 24, 2026

Bug fixes and other improvements.

Developer apps

FAQ

Is Advisor360° free to use?

Yes, Advisor360° is available for free download. An Advisor360° login is required for full functionality, indicating it's part of a larger professional service.

What devices does Advisor360° support?

Advisor360° is currently supported on iPhone and iPod devices. Compatibility with other platforms may be available through the main Advisor360° platform.

How often is Advisor360° updated?

The latest version, 1.4.0, was released on April 30, 2026. This indicates regular updates to improve functionality and security for users.

What is the age rating for Advisor360°?

Advisor360° has an age rating of 4+. This suggests it contains content suitable for a broad audience, though its professional nature means it's primarily for adult users.

Does Advisor360° have ads?

No, Advisor360° does not contain advertisements. This ensures an uninterrupted and professional user experience for financial advisors.

What kind of security features does Advisor360° offer?

The app provides secure access to business data, client information, and allows for secure messaging with clients. It adheres to applicable Advisor360° policies and procedures for data protection.

Can I place trades using Advisor360°?

Yes, Advisor360° allows users to place trades directly through the app. You can also view order status and deposit checks.

What user sentiment is reflected in Advisor360°'s rating?

Advisor360° has a rating of 3.7 stars from 3 ratings. This suggests a generally positive but mixed reception, with room for improvement based on user feedback.