Advisor360° Wins 2025 WealthManagement.com Industry Award for Next Generation Digital Onboarding
NEEDHAM, Mass. – September 8, 2025 - Advisor360°, a leading provider of integrated technology for wealth management firms, was named the winner for Client Onboarding/New Account Opening at the 2025 WealthManagement.com Industry Awards (“The Wealthies”).
This award recognizes Advisor360°’s newest Digital Onboarding capabilities, Account Transitions. Launched in 2024 to help accelerate advisor transitions to new firms, Account Transitions uploads client account data for up to 6,000 accounts in minutes, collecting and standardizing data collection and transfer, automating error detection, creating new contacts and household records for the CRM, and drafting new account information.
By digitizing and automating bulk account transfers and repapering, Account Transitions helps recruiting-minded firms offer a modern, efficient transition experience that minimizes disruption, builds trust, and preserves client continuity—all while strengthening the firm’s competitive position with newly recruited advisors.
“We’re truly honored to receive our third Wealthies Award for Digital Onboarding,” said Mike Fanning, CEO of Advisor360°. “With Account Transitions, we’re helping advisors overcome one of the most challenging moments of their careers—switching firms and moving entire books of business—so they and their clients can have a smooth and seamless start as they settle into a new firm.”
This is the third time that Advisor360° has been singled out among technology providers for its innovation in digital onboarding by The Wealthies. Last year, the company was recognized for its enhanced Digital Onboarding solution and integration with Envestnet’s “ENV2” managed accounts platform. Advisor360° was named best-in-class in 2022 when its Digital Onboarding solution was initially launched.
Now in its 11th year, the Wealth Management Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success.
“The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” said David Armstrong, director of editorial strategy and operations. “They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward.”
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. Powered by AI-driven insights, Advisor360° streamlines portfolio and performance reporting, digital onboarding, financial planning, insurance, proposal generation, trading and model management, document management, analytics, and compliance. The company’s proprietary Unified Data Fabric® (UDF) ensures seamless integration with existing tech stacks. Today, three million households with $1 trillion in assets benefit from the connected Advisor360° experience.
To learn more, visit www.advisor360.com.
About Wealthmanagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.
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Advisor360°
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