Advisor360°’s 2025 Connected Wealth Report confirmed what we all suspected: technology will make or break your business. In fact, 86% of advisors said they would leave their firm in a heartbeat over a subpar tech stack – and most admit their current tech stack needs a serious upgrade. The message is loud and clear: Advisors are sick of "swivel chair" inefficiencies and outdated tools slowing them down.
Advisors have told me again and again that they spend hours toggling between their CRM, financial planning software, and reporting systems just to get their basic work done. This fragmented approach isn’t just frustrating – it’s also costly in terms of time and client satisfaction. If you’re nodding along, Advisor360°'s RIA platform was purpose-built to tackle these problems head-on.
Advisor360° eliminates redundant systems, surfaces insights, and frees independent advisors up to focus on what truly matters – serving clients. It’s not tech for tech’s sake; it’s streamlined tech to help you deliver a better client experience and operate at peak efficiency.
More Than Just Another CRM
When we set out to design Advisor360° specifically for RIAs, we knew advisors needed help cutting through the complexity of their operations. We envisioned the solution as a CRM copilot – one that goes beyond contact management – to serve as the hub of an advisor’s day. Advisor360° combines AI-enhanced CRM, secure reporting, a configurable client portal, and more, all in one simple solution. Think of it as the Swiss Army knife for your practice: client notes, portfolio reports, financial plans, and compliance checklists all in one place instead of scattered across different systems.
As an example, our 1-Click ReviewTM pulls data from across account types and CRM to instantly generate a comprehensive client review report. No more digging through multiple applications or scrambling to assemble spreadsheets before a meeting. Information is accessible from anywhere.
Automated Workflows & Seamless Integrations
We’ve all wasted hours copying information from one system to another. Advisor360° eliminates those tedious tasks with workflow automation and deep integrations that make your tech stack truly unified. It automatically syncs client records across platforms: update an address and it updates everywhere. Advisor360° also connects with the tools you rely on – planning apps like eMoney, MoneyGuidePro®, RightCapital – so your financial plans and CRM data stay in lockstep. No more duplicate data entry or costly custom integrations.
And compliance? That’s baked in, too. Every client interaction – every note, every form – is automatically captured and audit-ready to meet SEC and Reg BI requirements. In plain terms, you spend far less time compiling reports and more time with clients.
AI-Powered Insights & Meeting Tools
Advisor360° for RIAs isn’t just automated – it’s intelligent. Thanks to AI-driven insights, it can highlight key client milestones and even suggest next best actions based on each client’s data. It’s like having a seasoned analyst in the background alerting you to opportunities, without hours of number-crunching on your part.
We also integrated our Parrot AI meeting technology across the platform. That means an AI assistant can record and transcribe your client meetings and even produce a summary of key points and action items. Instead of scrambling to take notes, you can focus on the conversation knowing a neat summary and follow-up list will be ready afterward. Less paperwork, more personal connection.
Advisor360° for RIAs vs. The Other Guys
There’s no shortage of so-so advisor CRM or advisor desktops out there – but here’s how Advisor360° stands out:
All-in-One CRM+: The usual suspects in the advisor CRM space handle basic contact management, but they often require a bunch of other apps for things like reporting and compliance. Advisor360° delivers multiple capabilities under one roof – no more swivel-chair.
AI-Driven & Modern: Other CRMs need heavy customization to add AI capabilities; Advisor360° delivers automated workflows, meeting transcripts, and smart insights out of the box.
Compliance-Ready: Advisor360° automatically logs every client interaction for compliance, whereas many platforms require manual steps or add-ons. It’s done by default with Advisor360° – one less thing to worry about.
Efficient & Scalable:Some large enterprise solutions can be too much for growing RIAs. Advisor360° is built to scale with independent advisors, offering enterprise-level capabilities in a streamlined, right-sized solution.
Ready to Transform Your Practice?
We’re proud of the work we put in to build Advisor360° for RIAs, but nothing beats seeing it in action. If the above points resonate with you and your practice, I invite you to schedule a fast and easy demo and see for yourself how it works. Better yet, let’s connect – send me a message on LinkedIn and I’d be happy to chat about how Advisor360° could fit seamlessly into your practice.
Don’t settle for clunky, piecemeal tech. Your clients – and your sanity – deserve better. With Advisor360°, you can replace the swivel chair with a comfy seat and watch your business thrive as technology works in tandem with your goals.
JP Nahmias is Vice President of Product Management at Advisor360°.
