Beyond the Portfolio: How Thoughtful Platform Design Helps Advisors Shine
The connection between advisors and clients is built on conversations that go beyond the numbers. Thoughtful technology and mindful design can...
Solve your current pain points with our award-winning solutions.
Increase automation with our modern wealth platform.
The leading end-to-end wealth management platform.
Our team works to anticipate and surpass our clients’ expectations.
Merge our open, integrated platform and its solutions into your tech stack.
The #1 reason advisors switch firms is the desire for better technology.
Date: January 23–25
Where: JW Marriott Desert Springs Resort & Spa
Advisor360° has released its inaugural 2022 Connected Wealth Report, which asked financial advisors and executives across the U.S. for their perspective on the role that their technology plays in helping facilitate their business.
If you want to learn more about our findings and how our technology is helping broker-dealers, please visit us at booth #200 at the Financial Services Institute (FSI) #OneVoice2023 conference.
FSI OneVoice is an annual in-person gathering for independent financial services firm executives. Education and networking sessions are designed for CEOs, senior executives, managers, and employees of independent financial services firms.
Chris Ollendike, SVP, Sales
sales@advisor360.com
Rania Kalaaji is a Marketing Project Manager Associate at Advisor360°, responsible for educating enterprise executives and building our community through content marketing and social media.
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