Advisor360° Named a Finalist in the 2026 Wealth Management Industry Awards for Advisor Intelligence Platforms
NEEDHAM, MA—June 10, 2026—Advisor360°TM, the financial platform built around the complete advisor workday, today announced it has been named a finalist in the 2026 Wealth Management Industry Awards (“the Wealthies”) in the Technology Provider / Advisor Intelligence Platforms category for its Practice Intelligence solution.
The recognition highlights Advisor360°’s continued investment in helping advisors operate more efficiently and make better decisions through accessible, real-time data.
Introduced in 2025, Practice Intelligence is an advisor intelligence platform designed to transform how advisors engage with their data. The solution consolidates clients, households, accounts, positions, transactions, and insurance data into a single, dynamic workspace, allowing advisors to analyze their entire book of business in real time. By replacing static reporting and fragmented systems with on-demand, flexible insights, Practice Intelligence enables advisors to move from retrospective reporting to proactive decision-making, surfacing opportunities related to growth, retention, and client service.
Practice Intelligence was developed to address longstanding challenges in wealth management related to fragmented data and manual workflows. The platform provides a single intelligence layer across the advisor workday, eliminating the need for spreadsheet-based processes and enabling advisors to uncover insights quickly, improve productivity, and spend more time on client relationships.
“We’re honored to be recognized for Practice Intelligence and the impact it is having on how advisors run their businesses,” said Milind Mehere, Chief Executive Officer of Advisor360°. “We believe the future of wealth management will be defined by intelligence embedded directly into the advisor workday. By combining unified data, intelligent workflows, and AI-powered capabilities, we're helping advisors and firms work smarter, move faster, and deliver more personalized outcomes for clients.”
Now in its 12th year, the Wealth Management Industry Awards—widely known as the “Wealthies”—spotlight the companies and leaders shaping the future of financial advice, wealthtech, investment solutions, and advisor growth.
A panel of judges made up of top names in the industry, led by Wealth Management director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners. Winners will be announced at a gala and awards ceremony in New York City on September 10th.
“The scale and quality of this year’s nominations reflect an industry that continues to evolve at an extraordinary pace,” Armstrong said. “What stood out to our judges was not just product innovation, but the growing sophistication around how firms are helping advisors operate, communicate, personalize advice and build sustainable businesses. The finalists represent a broad cross-section of organizations pushing the industry forward in meaningful ways.”
ABOUT ADVISOR360°
Advisor360° is the Autonomous Financial Platform™ for advisors, the only experience built around the complete advisor workday. Powered by a wealth operating system and a Unified Data Fabric®, Advisor360° gives advisors the freedom to choose how they specialize, where they affiliate, and what technology powers their practice, all on a single connected platform. Advisor360° weaves intelligence into every workflow, recommendation, and client interaction. With support for wealth, insurance, and banking on one platform, Advisor360° enables the holistic, personalized financial advice that modern clients expect, and the operational independence that modern advisors demand.
ABOUT THE WEALTH MANAGEMENT INDUSTRY AWARDS
The Wealth Management Industry Awards recognize outstanding organizations and individuals supporting financial advisor success through innovation, leadership and service. Produced by the Wealth Management Group at Informa, the program honors achievement across technology, asset management, practice management, client service, marketing, leadership and advisor support.
ABOUT WEALTH MANAGEMENT
Wealth Management, an Informa business, provides financial professionals with trusted news, research, events, and insights to help them build stronger relationships, improve their practices, and grow their businesses.
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