Articles from Advisor360°

Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, has acquired Parrot AI, a Boston-based generative AI technology firm. The acquisition builds on Advisor360°’s existing AI capabilities with the addition of Parrot AI’s premium software—enabling advisors to record, transcribe, and summarize meetings to produce shareable notes and files that securely and seamlessly integrate with all major meeting and conferencing platforms.

GWN Securities, Inc., a leading national independent broker-dealer and registered investment adviser (RIA), announced that it has modernized its advisor technology capabilities by adopting Advisor360° software. Advisor360° provides award-winning, integrated technology solutions tailored for enterprise wealth management firms.

When financial advisors change firms, it appears the grass is greener on the other side. Eighty-three percent of advisors who have switched firms in the past three years say they are satisfied with their decision, according to new data from Advisor360°. What’s more, 35% of those surveyed wish they had moved sooner.

Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, is pleased to announce that Dena Upton has joined the company as Chief People Officer. Upton will oversee all aspects of Advisor360°’s people strategy, including talent acquisition, development, culture, and employee engagement, as the company continues its rapid growth.

Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, is pleased to announce the appointment of Milind Mehere, founder and former CEO of YieldStreet, to its Board of Directors. An award-winning entrepreneur, Mehere has a track record of building large, scalable businesses and creating new product categories.

Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, has launched Account Transitions, its newest Digital Onboarding capability that allows firms to easily repaper thousands of client accounts in seconds in support of advisors in transition. Debuting on the heels of its recent research revealing that nine out of 10 financial advisors would switch firms over bad technology, Advisor360°’s new capability facilitates a best first impression when advisors make a move.

Forty-three percent of registered investment advisors (RIAs) are asking for better marketing capabilities, according to recent research from Advisor360°. Now, financial advisors using Advisor360°’s integrated suite of solutions can amplify their business-building efforts through a new integration with FMG, the industry’s only all-in-one marketing technology solution.

Advisor360°, a leading provider of integrated software for enterprise wealth management firms, is pleased to announce that Abbe Gálvez Cordón has joined as Senior Vice President of Strategy & Corporate Development. In this newly created role, Gálvez Cordón will lead the company’s development and growth activities, reporting directly to Advisor360°’s Chief Executive Officer, Mike Fanning.

GWN Securities, Inc., a national independent broker-dealer and RIA, has chosen Advisor360° to deliver its unified multi-custodial Account Opening solution and flexible wealth management platform as the new foundation for its technology stack. The move reinforces the firm’s deep commitment to serving its independent financial advisors’ businesses and delivering an elevated user experience to clients.

Advisor360°, a leading provider of integrated software for enterprise wealth management firms, is pleased to announce that Mike Fanning, the former Head of Mass Mutual U.S., will succeed Richard Napolitano as Chief Executive Officer upon Napolitano’s retirement, effective May 1.

Financial advisors and their firms are kicking off 2024 with greater efficiency, courtesy of platform enhancements from Advisor360°, a leading provider of integrated technology for enterprise wealth management firms. As 2023 came to a close, Advisor360° updated some of its most popular features, including its Gifts and Entertainment Disclosure capability, bringing an improved workflow experience to all users.

The latest research from Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, reveals that 92% of advisors would jump ship over bad technology. In fact, 44% say they already have.

Advisor360°, a leading provider of integrated software and technology for enterprise wealth management firms, was selected as a 2023 LUMINARIES Award winner by ThinkAdvisor, an independent news organization that covers the business of financial advisors, registered investment advisors (RIAs) and wealth managers.

Artificial intelligence (AI) may not be the threat that some in wealth management assume it to be – at least, not according to younger financial advisors. A new survey by Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, reveals that 64% of younger advisors call generative AI “a help” to their practice, while 57% believe it is a benefit to the industry.

Financial planning is essential to every successful financial advisor-client relationship. Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, has enhanced its WealthGuide® toolkit so advisors can better demonstrate the value they provide to clients.

Advisor360°, a leading provider of integrated software and technology for enterprise wealth management firms, is pleased to announce the appointment of Mike Fanning, former Head of MassMutual U.S., to its Board of Directors. Throughout his 37-year career, Fanning held pivotal roles shaping technology strategies, driving digital transformation, and championing innovation in wealth management.

Advisor360°, a leading provider of software for enterprise wealth management firms, is bolstering its go-to-market capabilities with the addition of Jeff Schwantz as Chief Revenue Officer. In this newly created role, Schwantz will steer Advisor360°’s revenue generation strategy, including overseeing sales and marketing.

Advisor360°, a leading provider of enterprise software and solutions for broker-dealers and other wealth management firms, continued its accelerated pace of platform enhancements in the second quarter of 2023, beginning with an intuitive end client portal offering a modern user experience. The company also updated its Digital Onboarding, Mobile Check Deposit, and Trading features.

Seven in 10 clients of financial advisors (69%) report spending more time checking their accounts online today than they did two years ago, according to findings from Advisor360°’s latest survey. In addition, while 74 percent of respondents check their portfolios through their advisor’s client portal at least weekly, 33 percent of Generation Z and young millennials are in their accounts daily, more than any other generation surveyed.

Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, has passed the one million mark milestone for its 1-Click Reviews® feature, with 1,023,342 Reviews run over the past year as of March 31, 2023. In addition, the company has expanded other features on its platform for existing and new clients.

Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, has announced that Mat Mathews has joined as Senior Vice President, Product. In this newly created role, the enterprise software veteran will oversee the company’s Product Management and UX teams, reporting directly to Darren Tedesco, President.

Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, has made it easier for advisors to view the policy riders that are attached to their clients’ in force insurance policies. The upgraded capability, which was rolled out at the end of 2022, is the latest in a string of enhancements the company introduced to its platform last year.

Advisor360° has acquired the digital onboarding technology and related wealth management assets of technology solutions provider Agreement Express from Frontier Growth, a private equity firm based in Charlotte, North Carolina. Once the technology is integrated, Advisor360° will be able to seamlessly support investment and insurance accounts at every major custodian and clearing firm and offer a wider range of integrations with industry-leading CRM providers.

While the right technology may give financial advisors an edge, the wrong technology can cost them real dollars and real clients. A new report by Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, finds that 65 percent of advisors surveyed from a wide range of firms across the industry have lost business from clients or prospects due to outdated wealth management technology.

Advisor360°, a Software as a Service (SaaS) provider of integrated technology for the wealth management industry, has rolled out several platform upgrades to improve the financial planning process and engagement between financial advisors and their clients. The enhancements span a range of capabilities, including Goals, Proposals, Model Management & Rebalancing, Dependent Workflows, and Documents.

Advisor360°, a Software as a Service (SaaS) provider of integrated technology for the wealth management industry, is pleased to receive the 2022 Wealth Management Industry Award from WealthManagement.com, an independent news organization covering the business of financial advisors.

Advisor360°, a Software as a Service (SaaS) provider of integrated technology for the wealth management industry, today announced a significant cross-product enhancement to its existing Beneficiaries capability. Financial advisors are now able to see and report on their clients’ beneficiaries on insurance products, in addition to custody and investment accounts, in a single view.

Advisor360°, a Software as a Service (SaaS) provider of integrated technology for the wealth management industry, today announced the launch of Automated Document Bundling, which detects, enriches and batches new account documents submitted by financial advisors. Broker-dealers can now process cases more efficiently with the Automated Document Bundling upgrade to Advisor360°‘s wealth management software.

Financial advisors can open client accounts faster than before, in as few as 90 seconds, using Digital Onboarding that is now available with Advisor360°’s software. Advisor360°’s clients will roll out Digital Onboarding as a part of its Enterprise offering – one of three new offerings the integrated technology software company has introduced to serve wealth management firms.

Advisor360°, a Software-as-a-Service (SaaS) provider of integrated technology for the wealth management industry, has hired Brian Gruttadauria as Vice President of Operations & Quality. He will lead the company’s operations and build a team focused on the overall enterprise quality of the Advisor360° SaaS platform.

Advisor360°, a Software-as-a-Service (SaaS) provider of integrated technology for the wealth management industry, is pleased to announce that Saša Zorović is joining the company as Chief Financial Officer (CFO).