Custom Service Lines
Support firm-specific services and pricing structures.
Client Review Automation for Financial Advisory Firms
A smarter way to review clients, price services, and forecast revenue
- End-to-end reviews – Get a clear snapshot of what is happening across each client relationship.
- Smarter service quoting – Standardize pricing for tax and advisory services with customizable logic.
- Billing forecasts – Model expected revenue month to month or across the full year.
Visualize how assets move to beneficiaries with more clarity
Client360 helps advisory teams understand how assets are distributed across accounts and how those assets may flow to beneficiaries. By making beneficiary information easier to review, teams can support more informed conversations and a more structured client review process.
- Beneficiary structure visibility
- Clearer asset movement review
- Account-level allocation insights
- More informed client discussions
- Structured review support
Built around your firm’s process
Configure Client360 around the way your team reviews clients, structures services, and manages pricing.
User-Defined Fields
Capture the data your team needs in a consistent, customizable format.
Custom Views & Templates
Standardize reviews while adapting to different workflows.
Connect with the systems your team already uses
Client360 supports connected workflows across leading advisory tools, including Redtail CRM, Holistiplan, and Sage Intacct.
Frequently Asked Questions
Is Client360 customizable to our firm’s workflow?
Yes. Client360 is designed to support custom service lines, user-defined fields, templates, and views so teams can align the platform to their internal process.
Can Client360 replace spreadsheet-based review workflows?
That is one of the core goals of the platform. Client360 helps firms move from scattered spreadsheets to a more structured client review process.
Does Client360 support pricing and quoting?
Yes. The platform is built to support more consistent service quoting, including tax and advisory pricing workflows.
Can the platform help with billing forecasts?
Yes. Teams can use Client360 to model expected billing month to month or across a broader planning period.
What systems does Client360 work with?
Client360 is designed to work alongside key systems used by advisory firms, including Redtail CRM, Holistiplan, and Sage Intacct.