Stop Settling, Start Scaling: Tech That Powers RIA Growth
The RIA space is evolving—fast. Competition is fierce. Client expectations are rising. And AI is upending how advice is delivered. In this...
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To say this pandemic hasn’t been easy on businesses could be the understatement of the year.
While our wealth management software company has been much less impacted than other businesses that need in-person, on-site staff, the show must go on. We must fortify, adapt, and enforce our business continuity plan to fit the new “normal” way of working for our staff and our customers.
Our company response has been guided by a comprehensive business continuity plan which contains a Pandemic Annex that anticipates multiple potentially disruptive scenarios during a pandemic.
In consultation with Massachusetts health providers, local town officials, and the Commonwealth’s mandates, we’ve adapted our business continuity plan for this current health crisis. And while it wasn’t easy, the Advisor360° business continuity plan lets people and our clients know: our #1 priority is to reduce the health and safety risks to everyone while at the same time continuing the day-to-day operations of our business.
If you have a plan in place that could be improved or your company’s looking for the essential focus areas to address, here’s how we’ve faced head-on this unprecedented business upheaval:
We remain diligent and will take additional actions as circumstances may require. Advisor360° continues to aggressively and proactively respond to governmental and health authority COVID-19 guidelines while still providing exceptional service to our customers.
Thanks to this business continuity plan, Advisor360°’s operations have not been negatively affected by COVID-19.
Mike Marini is Manager of Business Continuity, Enterprise Services and Support at Advisor360°, where he ensures that critical and day-to-day business operations at Advisor360° continue safely and uninterrupted.
The RIA space is evolving—fast. Competition is fierce. Client expectations are rising. And AI is upending how advice is delivered. In this...
Picture this: You’re prepping for a client meeting—switching between several systems at once to locate client details, account balances, and...
According to our 2025 Connected Wealth Report, 85% of advisors believe generative AI will help their business—that’s up from 65% in 2024.