Use Investor360° to get online access to your portfolio. Conveniently sign in to your account to view and monitor all accounts in your portfolio from one place. Clients can use the Investor360° web app to access their accounts and monitor their portfolio. They can conveniently view all the accounts in their portfolio from one place.

WFP can provide Investor360° access to clients where a consolidated view of all holdings, investment accounts, and insurance is available on one digital platform. Investor360° is a unique, holistic experience that allows us to manage your complete financial picture together.