Unified Platform Navigation (UPN)

Advisor360° Unified Platform Navigation (UPN) is Live

The new look provides a cleaner and more intuitive experience through left-hand navigation and ease of use throughout the entire platform.

Take a look at these short video clips to learn about the what’s new on UPN:

•  UPN Introduction
•  Improved Notifications
•  Enhanced Search
• Client Opportunities Tracking
• Practice Intelligence (Advanced Filtering)

Need self-help info on A360?  Want to provide Feedback / Comment?

On A360 Dashboard, just click on Help with a Question Mark located on bottom of the left-hand Navigation sidebar.

Additional Resources

• Leafi – Charter Oak’s digital hub with news and resources that are tailored to support your practice
• Digital Cheat Sheet - For relevant up-to-date information impacting your practice
• Reports to Drive Revenue 2025 – Don’t miss the opportunity waiting for you inside your book
• A360 Compass page – For A360 news, reference guides and more

Questions?

Email help@charteroakfinanicial.com or contact a Practice Development Specialist.