About CashBoard360

CashBoard360 is a streamlined way for your clients to interact with their finances and their financial advisor.

As technology makes it easier for you to stay in touch with friends and family, so too should your ability to check in regularly and easily communicate with your clients, and now you can!

Features

Chat

Allow designated chat times when your clients can chat with you

Schedule Meetings

One click will synch your clients to your online scheduler
(e.g., ScheduleOnce, Calendly)

Communications

Share social media posts, e-newsletters, and other communications to your client in one easy place

Share Files

Clients can securely upload files to you with a click of the button or view any documents you have shared with them

Financial Planning Software

Clients will be able to connect to their financial planning
software through this application