To meet the financial goals, needs, wants and wishes you’ve set out for yourself, all these pieces need to be working in coordination with each other. That’s a role that your Baird Financial Advisor fills, but 360 Wealth makes it easier for you to keep an eye on the big picture yourself as well.
With 360 Wealth, you can:
- Link a variety of non-Baird accounts to give you a holistic view of your financial wellness, including:
- Credit/Debit Cards
- Home/Real Estate
- View a comprehensive net worth statement
- Track changes in your portfolio
- Manage and view your current month budget, spending and cash flow
Enhanced Online Security
The chief concern that most individuals have regarding a single resource connected to all their financial information is security. Before you entrust anyone with access to your accounts, make sure they’re following the most rigorous security protocols.
360 Wealth offers the following security features:
- Your credentials are always fully encrypted, from the time we receive them until we present them to other financial institutions.
- All access and activity is controlled, logged, and monitored by a 24x7 Security Operations Center, which can detect any attempt to bypass our security program.
- The access is read-only, meaning that your data can be read but no transactions or updates can be made through this service.
- The tool provides alternative methods of verifying your identity, in addition to your unique username and password, when unique situations arise.