Advisor360° Wins 2024 Wealth Management Industry Award for Digital Onboarding
WESTON, Mass. – Sept. 12, 2024 - Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, was named the winner for Client Onboarding/New Account Opening at the 2024 WealthManagement.com Industry Awards (“The Wealthies”).
The award recognizes Advisor360°’s enhanced Digital Onboarding capabilities and its integration with Envestnet’s “ENV2” managed accounts platform. With the Advisor360° integration, Envestnet advisory accounts can be opened in minutes, achieving new levels of efficiency and significantly improving the advisor and client experience.
This is the second time that Advisor360° has been recognized among technology providers for its innovation in digital onboarding by The Wealthies. It was named best-in-class by WealthManagement.com in 2022 when the company initially launched its Digital Onboarding solution.
Advisor360°’s Digital Onboarding uses the company’s analytics automation engine for its principal approval system, removing manual steps typically handled by the back office and streamlining workflows. An enhanced dashboard provides status updates throughout the entire account opening process.
“We’re gratified to be recognized – again – by WealthManagement.com as the industry leader in onboarding innovation,” said Mike Fanning, CEO of Advisor360°. “It’s a testament to our relentless commitment to continuously improve our offerings for advisors and their clients.”
Now in its 10th year, the WealthManagement.com Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success.
"A record-breaking number of nominations were submitted in 2024, with over 1,000 entries received from more than 400 companies," said David Armstrong, Director of Editorial Strategy and Operations, Wealth Management Group – Informa Connect. "The Industry Awards program has significantly expanded in scope in the ten years since it began, but the mission remains the same: To recognize and celebrate the outstanding initiatives undertaken by companies and individuals that contribute to the success of financial advisors in their businesses and foster improved outcomes for their clients."
About Advisor360°
Advisor360° builds, integrates and delivers technology for wealth management firms. The company’s award-winning integrated and open architecture SaaS platform brings a connected digital wealth experience to financial advisors, their clients and the home office so that firms can drive better outcomes and innovate quickly. Advisor360° clients benefit from timesaving capabilities and streamlined workflows when it comes to portfolio and performance reporting, financial planning, insurance, proposal generation, trading and model management, digital onboarding, document management, analytics and compliance. The company’s proprietary Unified Data Fabric® (UDF) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. The company is headquartered in Weston, Massachusetts, with offices in Bengaluru, India; and remote workforces in Canada and Northern Ireland. Today, three million households with $1 trillion in assets benefit from the connected Advisor360° experience. To learn more, visit www.advisor360.com.
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Jacqueline Murphy
Advisor360°
(781) 366-4222
jmurphy@advisor360.com
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