The Aligned360 Platform is our premier suite of advisor resources, tools, and service offerings, constantly evolving to adapt and stay ahead of the ever-changing industry landscape.
A360 / Onboarding provides our advisors with cutting-edge electronic onboarding technology. Fully digital, advisors never have to worry about missing a form or signature again. Clients can also provide electronic signatures to advisors without ever leaving the comfort of their home.
A360 / Vault provides a secure and intuitive medium to communicate and transmit files between advisors and Head Office. This unique and innovative tool is available to clients should advisors choose to extend this dynamic offering.
A360 / Cyber IT offers a full suite of hardware and software solutions. Through our partnership with industry-leading providers, these solutions reduce and eliminate the need for internal IT services, while providing advisors with an effective cyber-security solution.
A360 / Advisor Resources is a database for advisors to access user guides, bulletins and other relevant supporting documents. By searching through our Advisor Resources, advisors can address incoming client inquiries in a timely manner.