What is Advisor360° Advisor Intelligence?

Advisor Intelligence is how Advisor360° applies ambient AI across the advisor workday. It captures what happens, organizes it against the whole client, recommends what to do next, and helps carry it out, delivered through VIDA® and Parrot AI® and grounded in the Unified Data Fabric® so AI works from one complete view of every client and household.

ViDA® is Advisor360°'s platform AI. It brings together assistants that help advisors and staff in real time and agents that carry multi-step work through to a result, within firm guardrails and with the advisor deciding what happens.

What is the difference between an AI assistant and an AI agent?

An assistant helps with the task in front of you, on your command and in real time. An agent completes a multi-step task within the guardrails the firm sets, with the advisor deciding the outcome. Both operate on the same governed record.

Parrot AI captures advisor-client conversations across channels and connects them to the household's full financial life, producing summaries, follow-ups, and context that carry across the platform. Parrot is available on its own and embedded in the full Advisor360° platform. See the Parrot AI product page for details.

How does Advisor360° keep AI compliant and secure?

Advisor360°’s AI runs up to the recommendation, and the advisor decides whether to act. Agents are designed to act only on data they can trust, operating inside Advisor360°'s security framework, configured to each firm's policies and supervision requirements.

Advisor Intelligence

Intelligence that works with you.

Advisor360° enables AI across the advisor workday, capturing what happens, connecting it to the household, and moving work forward, so your team can focus on clients instead of systems. Running on a single governed record, AI acts on data it can trust.

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The Challenge

Relationships are the job. The scramble around them shouldn't be.

Client relationships depend on judgment, trust, and expertise. But too much of the advisor's day goes to the work surrounding the relationship: hunting for information, preparing for meetings, updating records, chasing follow-ups, and carrying context from one system to the next.

There is a better way.

Ambient Intelligence

AI that works throughout the workday.

With Advisor360°, intelligence runs in the background across the workday, capturing what happens, organizing it against the whole client, surfacing what to do next, and helping carry it out. Each step builds on the one before it, so the work keeps moving instead of resetting.

Capture. Parrot AI® takes in conversations across channels, documents, and messages, so a complete record no longer depends on anyone typing.
Organize. The Unified Data Fabric® connects that record to the household's accounts, plans, and history, in one governed view.
Recommend. Suggestions, risk signals, and opportunities surface in the flow of work, before anyone thinks to look.
Act. ViDA®'s agents carry multi-step work forward within the firm's guardrails, with the advisor deciding what actually happens.

What that means day to day:

Every app sees the whole client, native or third-party. Meetings, portfolios, planning goals, risk tolerance, and compliance history in one governed record.
Advisors ask, and the platform answers. No more hunting across systems or cross-referencing data by hand.
Routine work gets a head start. Meeting preparation, note taking, and follow-up tasks are set in motion within guardrails the firm sets.
Nothing falls through the cracks between meetings. Follow-ups, review dates, and open items stay tracked across every household, not in an advisor's head.

ViDA®

The platform AI that acts.

VIDA® is Advisor360°'s platform AI. It brings assistants and agents together across the advisor workday, not as a replacement for advisor judgment, but as support for the work that gets in the way of it.

Assistants help in the moment. Ask how to complete a task and get an answer in context. Summarize a household before a meeting. Turn new information into CRM records and trackable next steps. Assistants that work on your command, in real time.

Agents carry work through to a result. Because Advisor360° owns the governed record, the meetings, portfolios, plans, and compliance history in one place, ViDA's agents can act on it rather than only suggest a next step. Acting safely takes data you control, not data borrowed from another system. ViDA's agents work within firm guardrails, with a human deciding the outcome.

Take Meeting Prep, one of ViDA's agents. It draws on CRM context, household relationships, portfolio data, planning information, and recent activity to generate a client-ready agenda: what's changed, what needs attention, what questions may come up, and what follow-ups are already in motion. The advisor reviews, adjusts, and leads the conversation.

AI prepares the work. The advisor leads the relationship.

Parrot AI®

Where the workday gets captured.

Parrot AI captures the moments that matter in advisor-client conversations and connects them to the household's full financial life. With Parrot AI, a conversation becomes connected intelligence: summaries, next steps, and context that carry into the next interaction.

Advisors leave meetings with next steps already in motion, and enter the next one with full context from every prior conversation.

Explore Parrot AI

Built-in Governance

AI recommends. The advisor decides.

Advisor Intelligence is built to prepare the work, generate recommendations, and take action on approved steps. The advisor is always in control, choosing how to act and applying judgment that the platform doesn't have.

By operating on the Unified Data Fabric, AI agents act only on data they can trust, weighing where it came from, how recent it is, and how it was created. Advisor360°'s security framework controls are configured to each firm's policies and supervision requirements.