NFSG Corporation has positioned its NFSG 360™ mobile platform as a core component of its national expansion strategy, providing independent advisors and their clients with advanced wealth management technology designed to rival offerings from major financial institutions.
The NFSG 360 app, available on both iOS and Android, aims to equip smaller advisory practices with the tools necessary to deliver a sophisticated digital experience that today’s investors expect. It offers independent advisors access to wealth management technology, real-time account access, and comprehensive performance reporting. The platform serves as the primary delivery mechanism for the firm’s Wealth Management Program and broader financial services, ensuring clients can securely access their portfolios, review performance, and communicate with their advisors from any location.
Kurosh Golchubian, Chief Technology Officer of NFSG Corporation, stated, “When we developed NFSG 360, our goal was to empower advisors with technology that enhances rather than complicates the client relationship. We focused on creating an intuitive platform that gives advisors and clients the tools they need while maintaining the security and sophistication expected from a premier wealth management firm.” The platform’s features include portfolio values and comprehensive performance tracking, a secure document vault with biometric authentication, clear reporting on holdings and portfolio changes, aggregated performance reporting across all accounts, 12-month projected income from dividends and interest, and external account aggregation for complete net worth visibility.
Michael Whitaker, an NFSG Advisor since 2010, commented on client reception, saying, “My clients love the NFSG 360 app – they check their accounts more often and feel more connected. This technology strengthens client relationships instead of getting in the way.” Thomas Casolaro, Chairman & CEO of NFSG Corporation, added, “Your clients will love the NFSG 360 app. We built NFSG to be the last move you’ll ever need to make, and technology like this is a critical part of that promise.” For advisors, NFSG 360 integrates with existing practice management tools such as Redtail CRM, eMoney financial planning, and NFSG’s proprietary digital transition platform, which facilitates the onboarding of advisor practices.
The mobile platform is designed to be user-friendly for clients and particularly beneficial for advisors transitioning from wirehouses or other independent firms who wish to maintain advanced technological capabilities while gaining independence. It provides the necessary digital infrastructure for advisors to serve clients effectively regardless of their physical location, aligning with NFSG’s mission to expand its network of independent advisors across the country. The NFSG 360 platform reflects the firm’s philosophy of providing “everything you need, nothing you don’t”—offering sophisticated capabilities without unnecessary complexities that could impede advisor productivity or client experience.
NFSG is an independent wealth management firm that assists clients in achieving financial objectives through planning and investment management. The firm is known for its proprietary “Fair Value” numbers, developed by Chief Market Strategist Donald Selkin, which have been featured on CNBC’s pre-market futures board for over 35 years.
