Advisor 360 Training and Resource Center

Through the Advisor360° platform, configurable client dashboards can be created, enabling a simpler view into progress toward goals and increased collaboration with clients. We've curated a collection of Training Replays, Instructional Videos and Best Practice Tutorials designed to help you effectively utilize the Advisor360° platform.

Launch Advisor 360

Advisor360 is a holistic platform that offers an award-winning, best-in-class 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 portfolio and see much of the same information that the advisor sees.

Required Advisor360° Training Curriculums

Unique Advisor360° Curriculums provide advisors the training they need to successfully prepare to use the Advisor360° platform. The three key areas of focus include: Managing Your Practice, The Client Experience, and Maintaining and Submitting Business. Follow the link to activate and completed the required Advisor360° Training path that best suits your practice.

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