Advisor Squared is our proprietary technology platform optimized around our advisor partners. Virtually everything that we offer is unified into this single portal with the goal of simplifying and magnifying your efforts.
The branding automation platform provides you with easy-to-use-access to an inventory of client-facing materials that are tailored to your brand identity as well as optional point-and-click professional print functionality.
Our submission platform allows you to securely submit New Business, Service Requests, Case Design, and Compliance requests as well as efficiently track and permanently retain your submission history.
The resource platform is intuitively organized into key topic areas which allows you to seamlessly access client materials, forms, portfolio detail, training guides, videos, and various other items for your practice.
Account Access Platform
Our account access platform allows you to view analytics and reporting on your book of business, access client account detail, generate a variety of client reports, household clients together, and create web portal logins for your clients.
Integrated Third Party Technologies
Web File Management
Email Marketing Automation
Social Media Marketing Dashboard
Compliance Monitoring & Archiving
Our integrated client web experience is simple and easy-to-use for clients and extends data from financial institutions to provide added functionality.
Household, client and account-level access
Aggregation of all client accounts
Cash flow detail over multiple time periods
Diversification and asset class detail
Detailed return information over multiple time periods
Flexible document vault