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Introducing 360 Wealth

HELPING YOU MAKE SMARTER, MORE INFORMED DECISIONS ABOUT YOUR FUTURE

When making important financial decisions about your future, it helps to know both where you are and where you'd like to go.

Your Baird Financial Advisor has the experience and understanding of your values and priorities to help you map out your future plans. But how about a real-time snapshot of where you are now?

Baird can now help you with that, too.

Available exclusively on Baird Online, 360 Wealth is a complementary wealth management tool that enables you to securely link and view all of your finances in one place, providing a complete picture of your net worth and a consolidated view of all your accounts. Once your accounts are linked, your Financial Advisor will be able to gain a clearer understanding of your financial situation and customize advice, recommendations and product offerings to help you meet your goals.

There are currently more than 15,000 financial institutions that can be linked to 360 Wealth, covering investment assets, checking accounts, credit cards, mortgages, loans and more, and there is no limit to the number of accounts you can add. 360 Wealth also gives you a deeper understanding of your net worth, so that you can build a budget, analyze your income and expenses and review your personal cash flow.

Imagine all your financial information at your fingertips, so you can make smarter decisions about your future. To learn more about 360 Wealth, log in to Baird Online or talk with your Baird Financial Advisor.

With 360 Wealth, you can view all your finances in one place, giving you a complete picture of your net worth.

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