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Wealth Utilities

Solution 360

Elevate client meetings. Drive deeper engagement.

"Solution 360 is a client meeting support platform designed to enhance client engagement and streamline the meeting process for financial advisors. It provides tools for presentation creation, collaborative agenda building, and post-meeting follow-up, helping firms deliver a more personalized and efficient client experience."

Launch Product Page
Consensus Grade
B
82/100 Confidence
Institutional Verified
Market Position
Ranked #382 in Wealth Utilities
Validated Adoption
5 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Client data management and organization
Meeting scheduling and follow-up tools
Communication tracking and logging
Task management and workflow automation
Reporting and analytics dashboards

Primary Use Cases

Interactive client reviews
Proposal generation
Financial plan presentation

Agentic Intelligence Briefing

"Solution 360 is a CRM platform that helps RIAs strengthen client relationships through improved communication, organization, and personalized service."

Real-time Forensic Synthesis

Competitive Strengths

Enhances client engagement during meetings
Potentially improves client satisfaction
Focuses on a critical aspect of RIA practice

Adoption Hazards

Lacks publicly available pricing information
Functionality overlap with existing CRM or planning tools might exist
Limited information available to assess full feature set

Stack Compatibility Profile

How Solution 360 integrates into institutional RIA stacks.

5 Firms Analyzed
NDEX
80%
Stack Correlation
Nitrogen Wealth
80%
Stack Correlation
Riskalyze Online
80%
Stack Correlation
Google Tag Manager
80%
Stack Correlation
ROL
80%
Stack Correlation
Zoom
60%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking to improve client engagement and practice efficiency
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1eMoney Advisor
2Orion Advisor Services

Value Proposition

"Solution 360 elevates your client meetings from routine updates to engaging and collaborative sessions that deepen relationships and showcase your value."

Audit Your RIA Stack

See how Solution 360 fits into your overall tech efficiency score.

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