WFG Solution 360^o

WFG Solution 360^o is our exclusive, easy to use, and fully supported advisor software solution. It gives you the ability to streamline your practice, provide high levels of customer satisfaction, and deliver exceptional client presentations.

Unified Technology

WFG Solution 360^o is a truly unified technology and is one of the only integrated software that encompasses all aspects of relationship management, client communications, practice management, and practice improvement through:

• CRM
• Performance Reporting
• Client Portal
• Financial Planning
• Portfolio Management
• Data Aggregation

Data Aggregation
How can you advise your clients if you only know half of their financial story?

A Consumer Finances study found that the median affluent and mass affluent households consolidate less than half their financial assets and liabilities with one financial institution. The data aggregation feature brings your clients' held-away assets into WFG Solution 360^o, giving you a complete picture of your clients' assets.

Watch the WFG Solution 360^o Client Video.

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