Investor360°®

Advisor360°, LLC

About this app

Investor360° is a holistic lens into Your Complete Financial Life®, providing an optimized and streamlined financial experience featuring:
• Real-time holdings and detailed balances
• Balance and transaction history
• Detailed position breakdown for each account
• Securely encrypted messaging allowing file attachment
• 24x7 continual platform access

Ratings and reviews

User interface isn't great, can't see each account's individual performance on one page - instead, you have to toggle between each one so you can't compare unless you write the returns down. This wasn't the case before the update. Also haven't been able to login by fingerprint since the last update. Can't see the performance, activity, or holdings of the additional accounts. Can't download tax forms or statements. The app should at least try to offer the same features as the web version.

Update 10/5/24: Now cannot even log in. Can't do anything with additional accounts other than view them. On the website, I can refresh accounts that have lost connectivity (which happens a lot) or update manually added accounts for which there's no way to link electronically. I'll be continuing to use the website until this is fixed in the app.

App often hangs when I try to launch it, forcing me to close/reopen it. UPDATE: The app mostly does not hang anymore! Now I occasionally run into an issue with authentication, where the only fix seems to be removing/reinstalling the app, but this is rare. App otherwise send to work fine. Although it doesn't seem as capable as the web site, it currently satisfies most of my needs.

What’s new

Minor bug fixes and security updates