BairdOnline 360 Wealth

To meet the financial goals, needs, wants and wishes you’ve set out for yourself, all these pieces need to be working in coordination with each other. That’s a role that your Baird Financial Advisor fills, but 360 Wealth makes it easier for you to keep an eye on the big picture yourself as well.

With 360 Wealth, you can:

• Link a variety of non-Baird accounts to give you a holistic view of your financial wellness, including:
• Checking/Savings
• 401(k)
• Credit/Debit Cards
• Home/Real Estate
• Assets/Liabilities
• View a comprehensive net worth statement
• Track changes in your portfolio
• Manage and view your current month budget, spending and cash flow