Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Commonwealth Introduces Online Tool for Investors
The platform offers performance reporting (including benchmarks), realized gain/loss data, enhanced account aggregation capabilities, the ability to export data to Excel and TurboTax, and an updated consolidated statement.
Features such as performance reporting, gain/loss information, and account aggregation are entitlement-based, allowing advisers to make these features available to individual users at their discretion. Any documents stored in Client360°, Commonwealth’s adviser-facing business management tool, may also be shared with investors at the adviser’s discretion.
“With Investor360°, advisers have the ability to easily ‘impersonate’ a client’s online experience as the client is viewing it, allowing phone conversations to be much more effective,” said Darren Tedesco, managing principal of innovation and strategy.
Additionally, Investor360° is integrated with TurboTax, providing investors the ability to import tax information electronically. Investor360° is compatible with Internet Explorer, Firefox, Safari (for Macintosh), and Chrome.
You Might Also Like:
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2024/01/03144712/PA-010324-Doll-Predictions-2024-1736507783-web-432x243.jpg)
Crossmark’s Doll Projects Long-Predicted Recession to Materialize in 2024
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2023/12/19124740/PA-121923-Vanguard-New-FA-Head-1254563152-web-432x243.jpg)
Doll Scores 50/50 on 2023 Predictions
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2023/01/03121716/PA-010322-2023-Doll-Prediction-1436332844-web-450x315.jpg)
Doll Forecasts A ‘Shallow’ Recession in 2023
« BNY Mellon Employees File Lawsuit over Foreign Currency Trading