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Technology (5)

A man and a woman sitting down in a meeting with an insurance advisor, shaking hands.

3 min read

Wealth and asset management technology is finally transforming insurance

Welcome to the first post in our Insurance Industry in Transformation series. Throughout this series, we’ll look at the convergence of wealth and...

Insurance Technology Wealth management
Illustrated shields representing cybersecurity

4 min read

FinTech Conversations: Cybersecurity in a remote work environment

In our first installation of FinTech Conversations, Advisor360° Chief Information Security Officer Alex Cunningham and Michael Szabados, Chief...

Technology Enterprise security FinTech conversations
An illustration of a computer monitor and tablet with an information icon at left and a padlock at right.

3 min read

How to build a people-centric information security ethos

The role of technology in driving company data health Information security has transitioned quickly from being just a technology function to its...

SaaS Technology Enterprise security
A computer screen and monitor are illustrated between blue gear icons in the foreground and background.

5 min read

The realities of build-buy-integrate

Why developing software is hard business. Despite software engineering practices being around for over fifty years, the information technology (IT)...

SaaS Data and analytics Technology
An illustrated server stack

3 min read

The importance of protecting your enterprise data

How we ensure data you can trust Advisor360° is a product company, but as Jed Maczuba, Chief Technology Officer, highlighted in his recent blog,...

Data and analytics Technology Enterprise security
An illustrated web page listing abstract information on top of a security shield with a plus sign at right.

3 min read

Advisor360°’s COVID-19 response: A digital transformation

To say this pandemic hasn’t been easy on businesses could be the understatement of the year.

SaaS Productivity Technology
A computer monitor with pages of information at left and right and an arrow moving across the illustration.

4 min read

How WealthTech integration captures data’s power

Holistic, integrated technology lets broker-dealers, advisors, and their clients share a common view of an entire book of business Data is the...

Data and analytics Technology Wealth management
An illustrated financial report on top of a bar graph with a gear icon at left and a quote bubble with a profile icon at right.

4 min read

Advisor360°: A proven productivity advantage

To understand how something got to where it is, you have to start by going back to its origins—and the journey from then to now. Advisor360°: origins...

Productivity Technology Transformation
Three people in business attire sitting to have a conversation in an office setting.

2 min read

Building stronger wealth management relationships

How we help wealth management professionals strengthen client collaboration I started out in the burgeoning days of software, before dot coms, and...

SaaS Productivity Technology
A collage with a pie chart in front, flow charts with an upward arrow at left, and a bar chart in the background.

3 min read

Major trends in WealthTech

I’m often asked by co-workers or industry pundits “what’s next?” in the world of WealthTech.

Data and analytics Technology Wealth management
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