Unified Data Fabric
by Advisor360 · Data and analytics · Needham, MA, United States
Proprietary data architecture ensuring all platform components work together with AI embedded throughout.
What Unified Data Fabric does
- Single source of truth across clients, accounts, and households
- Embedded AI throughout data layer
- Integration of native and third-party applications
- Connected workflows across all advisor functions
What Unified Data Fabric is used for
- Ensuring data consistency across platforms
- Enabling AI agents to operate across workday
- Providing foundation for autonomous financial platform
Who Unified Data Fabric is for
- Insurers
- Advisors
- RIAs
- Broker-dealers
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
- Advisor360: The Autonomous Financial Platform for Advisors that connects the full advisor workday with embedded AI and unified data.
- Wealth OS: Operating system component of the Advisor360 platform providing unified workflow management.
- Advisor Intelligence Applications: AI-powered applications providing intelligent agents to extend advisor and staff capacity.
More in this category: Data and analytics platforms for financial services.
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Built by Vederca from public sources, last updated 2026-10-18.