Advisor360
by Advisor360 · Wealth and investment platforms · Needham, MA, United States
The Autonomous Financial Platform for Advisors that connects the full advisor workday with embedded AI and unified data.
What Advisor360 does
- Unified data fabric across all client accounts and households
- AI agents for meeting preparation, activity monitoring, and client need anticipation
- Multi-custodian integration including Fidelity, Pershing, and Charles Schwab
- Connected CRM, planning, portfolio management, trading, reporting, billing, compliance workflows
- Client experience and interaction management
- Advisor and staff capacity extension through autonomous AI
- Open ecosystem supporting third-party applications and custodians
- Embedded AI across unified data layer
- Subscription-based delivery of integrated platform
What Advisor360 is used for
- Running advisor business operations
- Serving and scaling client relationships
- Preparing for client meetings
- Monitoring client accounts and activity
- Anticipating client needs
Who Advisor360 is for
- Independent advisors
- Registered investment advisors
- Broker-dealers
- Independent broker-dealers
- Bank wealth divisions
About Advisor360
AI-powered advisor workday platform connecting CRM, planning, portfolio management, trading, reporting, billing, and compliance.
Advisor360 in the vendor registry: its products, features and similar vendors.
Also by Advisor360
- Wealth OS: Operating system component of the Advisor360 platform providing unified workflow management.
- Unified Data Fabric: Proprietary data architecture ensuring all platform components work together with AI embedded throughout.
- Advisor Intelligence Applications: AI-powered applications providing intelligent agents to extend advisor and staff capacity.
More in this category: Wealth management and investment platforms.
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