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

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.

It's nice that with the updated app that the fingerprint sign in finally works so far every time you want to open the app! I do miss the "cash" and "total" amounts being listed together for each account on the Total Accounts Balances listing page.

7/30/24 Was forced into this version and it does NOT work. Continuously kicks me back to login screen, this issue has not been resolved. I'd put negative stars if I could. 👎 👎 Update done 8/1/24 and app still does the same thing... Login, verified, kicked back to login, rinse and repeat.

What's new

Thank you for using the Investor360° mobile app!
In our latest update, we've made some exciting improvements:
Enhanced Holdings View: You can now switch to a table view for your holdings, matching the familiar layout from the web version of the app.
Bug Fixes & Performance Enhancements: We've addressed various issues and improved overall app stability.