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Screenshots

  • Investor360° screenshot 1
  • Investor360° screenshot 2
  • Investor360° screenshot 3
  • Investor360° screenshot 4

About Investor360°

Investor360° is a holistic lens into Your Complete Financial Life®, providing an optimized and streamlined financial experience featuring: • Real-time holdings and detailed balances • Balance and transaction history • Detailed position breakdown for each account • Securely encrypted messaging allowing file attachment • 24x7 continual platform access

Ratings & reviews

2.8

112 ratings

5 ★ 36% 4 ★ 3% 3 ★ 8% 2 ★ 9% 1 ★ 45%

What’s new

Version 2.11.0 · Updated August 21, 2026

Bug fixes and other improvements.

App privacy

The developer, Advisor360°, LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Identifiers: User ID, Device ID
  • Usage Data: Product Interaction

Used for: Analytics, App Functionality

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Diagnostics: Crash Data

Used for: App Functionality

Alternatives to Investor360°

Looking for apps like Investor360°? Here are 6 similar apps on the App Store. The highest rated is MassMutual (4.8/5), and all 6 are free to download.

Investor360° vs. alternatives
App Rating Price Last updated
Investor360° 2.8 / 5 (112 ratings) Free August 21, 2026
MassMutual 4.8 / 5 (6,036) Free Sep 18, 2026
Wealthscape Investor℠ 4.7 / 5 (19,307) Free Aug 31, 2026
Client Access 4.0 / 5 (156) Free Sep 4, 2026
Wealthscape℠ 4.8 / 5 (2,887) Free Aug 31, 2026
AdviceWorks® 3.7 / 5 (141) Free Sep 16, 2026
Black Diamond Wealth Platform 3.7 / 5 (96) Free Sep 12, 2026