A 360 view of 360 Wealth - Organizing Your Finances

Andy Krogstad & Michelle Dowling from Baird’s Tech Solutions Team

Baird’s Technology Solutions Manager, Andy Krogstad & Technology Solutions Consultant, Michelle Dowling presented an overview of BairdOnline and 360 Wealth. They explore key features and functionality available to you through the online platform.

Topics covered:
  • 360 Wealth and Planning
  • E-Delivery Preferences
  • Secure Document Exchange
  • Tax Documents
  • Account Performance
  • Account Sharing
  • Account Nicknames
  • Account Grouping