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Brands and Their Owners
Welcome to the Brand page for “CLIENT360”, which is offered here for Client 360;providing securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives, and other authorized persons;providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives for viewing financial account data and relevant non-financial information about their clients, for facilitating analyses of their clients' holdings and financial positions, and for conducting all client-based workflow from one central location;.
Its status is currently believed to be active. Its class is unavailable. “CLIENT360” is believed to be currently owned by “ADVISOR360, LLC”.
| Owner: |
ADVISOR360, LLC
Owner Details |
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| Description: |
CLIENT 360;PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS;PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE BY AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES FOR VIEWING FINANCIAL ACCOUNT DATA AND RELEVANT NON-FINANCIAL INFORMATION ABOUT THEIR CLIENTS, FOR FACILITATING ANALYSES OF THEIR CLIENTS' HOLDINGS AND FINANCIAL POSITIONS, AND FOR CONDUCTING ALL CLIENT-BASED WORKFLOW FROM ONE CENTRAL LOCATION;
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| Categories: | CLIENT |