If youÍre a financial advisor with a single-minded focus on doing right by clients, Commonwealth is the independent B/D_RIA whose vision is in sync with yours. Whether you operate as a Registered Representative, Registered Investment Advisor, Investment Advisor Representative, or Hybrid advisor, you can take full advantage of a community that exists solely to help you serve your clients and support your business at every stage of its evolution. Let us tell you about a technology platform that integrates every aspect of your clientsÍ financial lives into a single holistic view. An infrastructure that offers the advisory services, research, and other resources you need to deliver whatÍs best for clients. And direct access to the support you need at every level, including from our managing partners.
ThereÍs so much more to the Commonwealth story. WeÍd welcome the opportunity to share it with you„and to hear the story of your practice to learn whether we might be the partner who can help keep you moving client-forward». Let us hear from you at joinus@commonwealth.com.
Member www.FINRA.org / www.SIPC.org
- Company Name:Commonwealth Financial Network
(View Trends)
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Headquarters: (View Map)Waltham, MA, United States
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Financial Services
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500 - 1,000 employees
- 170961 Global Rank
- 34076 United States
- 212 K Estimated Visits
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Direct79.80%
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Search17.19%
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Referrals1.13%
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Mail1.11%
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Social0.51%
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Display0.27%
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92.65%
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0.58%
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0.52%
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0.51%
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0.49%
- 10 SDKs
- 2.74 Avg. Rating
- 1 Total reviews
- App Url: https://itunes.apple.com/app/commonwealth-financial-network/id1046543495
- App Support: http://www.advisor360.com
- Genre: Finance
- Bundle ID: com.CFN.Investor360
- App Size: 17.8 M
- Version: 1.2.20
- Release Date: November 9th, 2015
- Update Date: April 29th, 2021
Description:
Summary:
Investor360°® gives you the power to view an executive summary of your complete financial picture. Instead of waiting to get your statements on paper, you can log in to the Investor360° app 24/7 and see the same information your financial advisor sees when reviewing and maintaining your accounts.
Features:
• A glimpse at your activity summary, including what assets you started with and where you are today
• View of account and cash balances
• Quick view of your balance history chart
• Flexible view of your positions, either by account or by security
• Access to a detailed position breakdown for each account
• Ability to check on historical transactions within your accounts
• View of easy-to-read account balance and asset allocation charts
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David122
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Standard96.00%
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Direct4.00%
They are headquartered at Waltham, MA, United States, and have 6 advertising & marketing contacts listed on Kochava. Commonwealth Financial Network works with Advertising technology companies such as Ads.txt, DoubleClick.Net, Facebook Custom Audiences, LinkedIn Ads, Twitter Ads.
Needs a massive overhaul