Financial Insights in the Palm of Your Hand
With the Baird Online mobile app and 360 Wealth, you can see all of your finances, all in one place.
Today’s investors have all kinds of electronic tools to help them manage their finances, including ones that let them track all their assets and expenses. As a Baird client, you already have that functionality through Baird Online’s 360 Wealth – and now you can see it all through the Baird Online mobile app.
With 360 Wealth, you can:
- Access all your Baird and non-Baird accounts in one place by linking checking and savings accounts, investments, credit card balances, mortgage loans and much more.
- Track your spending and income with customized net cash flow tools.
- Keep your private information private with features like end-to-end encryption, biometric authentication and 24×7 security monitoring.
The best benefit is one you won’t find in another platform: Because 360 Wealth is already tied to your Baird account, you and your advisor can use the tool to make more informed planning decisions. 360 Wealth doesn’t let you just see your accounts – it lets you and your advisor take action.
Check out 360 Wealth for yourself – visit our 360 Wealth mobile demo site.
