commonwealth financial advisor 360

Regulations in the securities and investment advisory industries require that independent financial advisors, like Palmer Retirement Consulting. Advisor360 was spun off shortly after the licensing deal with MassMutual was arranged and is no longer part of Commonwealth. Advisor Site Menu Most clients will use the Investor360°® button to access detailed account information and their monthly consolidated statements online.

watch the video

Commonwealth financial advisor 360 -

Account Access

Most clients will use the Investor360°® button to access detailed account information and their monthly consolidated statements online. You can also view the Investor360° user guide for more information.

View a demo

Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.

Go Paperless: See your statements and confirmations online in Investor360°

If you would like to download your account information to Quicken or Microsoft Money, use the Wealthscape Investor℠ button. Please note that this requires a separate username and password than Investor360°.

Need Access?

If you would like to access your account online but do not have login credentials, please contact our office for assistance.

Источник: https://www.jamesnball.com/account-access

Account Access

Most clients will use the Investor360°® button to access detailed account information and their monthly consolidated statements online. You can also view the Investor360° user guide for more information.

View a demo

Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.

PaperlessGo Paperless: See your statements and confirmations online in Investor360°.

 

The Wealthscape Investor℠ button is for clients who would like Quicken and Microsoft Money download compatibility. Please note that this requires a separate username and password than Investor360°. 


If you are interested in online account access, please submit your name so that we can contact you.

Account Access Request Form

Источник: https://www.breedshillwm.com/account-access

Doussard Financial - Home

This communication is strictly intended for individuals residing in the states of AZ, FL, ID, IL, LA, MT, NC, ND, OK, OR, PA, TX, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.

The Investment Adviser Representatives (IARs) use the trade name/DBA Doussard Financial. All securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser

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Copyright © 2021

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Источник: https://www.doussardfinancial.com/

Product Owner – Advisor/Client Mobile Experience

Product Owner – Advisor/Client Mobile Experience
​Full-time (Weston, MA) 

The Product Owner is responsible for driving the definition and delivery of features within the Advisor360° Product Suite with a focus on our mobile platforms. You will work closely with Product Management, customers, and Scrum teams to translate product strategy into prioritized feature release roadmaps. This Product Owner – Advisor/Client Mobile Experience role requires in-depth product and market knowledge, detailing feature requirements and organizing work into a realistic delivery plan. 
 
In this role, you will be the nexus between the Product Management, Design, and Engineering teams. Charged with a mission to improve and evolve the Advisor360° mobile service experience, you’ll leverage recent biometric, data rate, location, and form factor advances to delight customers and deliver value.
 
Key responsibilities
Co-Develop Product Strategy:

  • Partner with the Product Management team to drive strategic product initiatives and deliverables that move the platform forward

  • Follow industry and market developments to propose new innovations, products, and service offerings

Generate, Maintain, and Prioritize Product Backlog:

  • Engage Product Management, business development, sales, and Engineering to develop prioritized product roadmap

Define Initiative and Feature-Level Requirements:

  • Meet with subject matter experts to gather and document business requirements while working closely with UI/UX to provide creative technology solutions to our company’s business problems; go above and beyond to understand the client’s complete need

Drive the Release of Product Features and Releases:

  • Conduct walkthroughs of all completed specifications with the team to clarify understanding of requirements and restrictions

Support Customer Awareness and Adoption:

  • Participate in client-focused introductions of upcoming feature and product releases, including performing some product feature demos

 
Requirements

  • Have directly owned mobile experiences

  • Experience with design and launch of applications on web and mobile platforms

  • Experience utilizing metrics and customer-focused data sets alongside your own research to continually find the next big growth opportunity; explore the latest mobile trends and features; and propose ideas on how we can bring them back to our app

  • Experience in understanding mobile users, prioritizing their feedback, and coming up with creative solutions

  • Experience with virtual digital assistant apps

  • Experience with automation, gamification, microservices, open banking, and blockchain a plus

  • Experience in Agile development process, Scrum, and UI/UX concepts

  • 3–7 years’ experience with financial services software, as either a supplier or user a plus

  • Bachelor’s degree (BA/BS) or equivalent work experience

  • MBA or advanced degree highly preferred

  • Outstanding analysis, project management, communication, and presentation skills

  • Detail-oriented, creative thinker who thrives in a fast-paced, dynamic, and team-oriented environment

  • Team player with positive attitude and can-do spirit

  • Highly interested in FinTech/WealthTech solutions

  • Previous experience with Atlassian tools (Jira, Confluence) or Aha! a plus


​​We hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don’t meet every single requirement, please consider applying if you like what you see. 

​About Advisor360°

We’re not your typical WealthTech company. Advisor360° was born out of tens of thousands of pieces of feedback received during the past 20 years from the industry’s highest-producing financial advisors. Our software is second to none in creating operational efficiencies, unifying all the systems advisors need to run their businesses.

​Advisor360° launched in April 2019 as a new stand-alone technology company from our sister company, Commonwealth Financial Network®, the largest privately held Registered Investment Adviser–independent broker-dealer in the United States. With more than 2,000 independent advisors, Commonwealth is Advisor360°’s first customer; MassMutual is its second, bringing an additional 9,000 advisors onto the platform.

Come grow with us! Advisor360° is an exciting new venture, combining the nimble and innovative qualities of a start-up with the stability of a mature company. We have a track record of the highest satisfaction ratings by financial advisors in industry-leading publications, as well as a reputation for high workplace quality; for the last 12 years, as part of the Commonwealth team, we have been voted one of the 100 best technology companies to work at by Computerworld.

Benefits include a robust bonus plan, PTO, VTO (Volunteer Time Off), free access to vacation homes around the world, 50% 401(k) match, stock options, referral bonuses, 80% of HMO premium for individuals and families, life-insurance coverage, short-term and long-term disability coverage, education assistance, flexible spending accounts, and employee assistance programs, just to name a few.

Join us on this journey. We believe that diversity drives innovation and so we are building a company where everyone is truly welcome. Everyone is encouraged to bring their unique, authentic selves to work every day. The way we see it, we’re here to learn from each other. Are you ready to grow with us?

Advisor360° is an equal opportunity employer that is committed to a diverse workforce.

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Источник: https://www.builtinboston.com/job/product/product-owner-advisorclient-mobile-experience/49163

Haukedahl Financial Services, LLC commonwealth financial advisor 360

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