# Advisor360° — Your Practice, In Your Pocket!

> Financial advisor platform for client management, trading, and communication. (iPhone/iPad app by Advisor360°, LLC.)

- Source: https://appshunter.io/ios/app/advisor360/id6479363025 (this page in markdown: same URL + `.md`)
- Developer: [Advisor360°, LLC](https://appshunter.io/developer/1474964663)
- Category: Finance, Business
- Price: Free
- Rating: 3.70/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 16.2 · 60 MB
- Languages: American English, French (France), European Spanish
- Released: 2025-08-21
- Data updated: 2026-08-27
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/advisor360/id6479363025/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, compensation, 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 compensation and 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
- Quick business insights
- Trade execution and order status
- Client CRM lookup
- Activity and workflow management
- Secure client messaging


## Frequently asked questions about Advisor360°

### 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.

## Version history (last 5 releases)

### 1.5.2 — 2026-08-20

Bug fixes and other improvements.

### 1.5.1 — 2026-07-24

Bug fixes and other improvements.

### 1.5.0 — 2026-06-10

Bug fixes and other improvements.

### 1.4.0 — 2026-04-30

Bug fixes and other improvements.

### 1.3.3 — 2026-03-10

Bug fixes and other improvements.

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## More apps by Advisor360°, LLC

- [Investor360°®](https://appshunter.io/ios/app/investor360/id1046543495)
- [COMMLink®](https://appshunter.io/ios/app/commlink/id1064133726)
- [Advisor360°®](https://appshunter.io/ios/app/advisor360/id1475009556)
- [Investor360°](https://appshunter.io/ios/app/investor360/id6471432464)
- [Parrot AI by Advisor360°](https://appshunter.io/ios/app/parrot-ai-by-advisor360/id6749899617)

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

## Related topics

[advisor 360](https://appshunter.io/ios/topics/advisor-360) · [my memorial hermann](https://appshunter.io/ios/topics/my-memorial-hermann)

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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 2026-08-27.*