What is 360 Wealth?
A secure online service on Baird Online where you can view all your finances in one place.
- 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
Check out the 360 Wealth Demo Site to see it in action!
Need help getting started? Give our team a call at (513)758-8450 or contact us below.