Exploring BairdOnline and 360 Wealth with Tech Solutions

Baird’s Technology Solutions Consultants, Andrew Krogstad & Michelle Dowling

Abstract orange background with the words 'Baird Wealth Strategies' in a blue bar

Please view on PC or Laptop. Click image below to open recording and scroll to click the play button just below the video window.

Password Required: Baird1919

Baird’s Technology Solutions Consultants, Andrew Krogstad & Michelle Dowling provided an overview of BairdOnline and 360 Wealth. They explores key features and functionality available to you through the online platform.

  • 360 Wealth and Planning
  • E-Delivery Preferences
  • Secure Document Exchange
  • Online Security
  • Account Performance
  • Account Sharing
  • Account Nicknames
  • Account Grouping