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A 360 view of 360 Wealth - Organizing Your Finances

Please join Baird's Technology Solutions Consultants, Andy Krogstad & Michelle Dowling for an overview of BairdOnline and 360 Wealth. We’ll explore key features and functionality available to you through the online platform.

Topics for discussion:

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