Access all of your accounts, all in one place. 360 Wealth can link checking and savings accounts, investment and retirement accounts, credit card balances, mortgage loans and much more.  
Track your spending and your income. The Net Cash Flow feature enables you to monitor your cash inflow and outflow, and our Custom Budgeting Tool can help you track your variable expenses and recurring bills.  
Access insights on the go. Our redesigned Baird Online Mobile App makes it easy to access 360 Wealth any time from your smartphone or tablet.  
Create a more holistic picture and plan. The best benefit is one you won’t find in another platform. Because 360 Wealth is already tied to your Baird account, we can use the tool to make more informed and holistic planning decisions. 360 Wealth doesn’t let you just see your accounts – it lets us take action for the betterment of your plan.