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2025 Connected Wealth Report 

The #1 reason advisors switch firms is the desire for better technology. 

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2 min read

Telling the story of our Unified Data Fabric

Picture of Ronnie Campbell Ronnie Campbell : 8/25/22 10:24 AM

Data and analytics Technology Transformation
Telling the story of our Unified Data Fabric

This is part one of a three-part series designed to explain how our Unified Data Fabric™ (UDF) collects and enriches all types of data from hundreds of sources and consolidates it into a rich, unified format that makes it easier for advisors to manage their clients’ digital wealth experience using our platform.

In the first installment, I will share resources that further explain our Unified Data Fabric and the benefits thousands of advisors are receiving from it.

Telling the story of our Unified Data Fabric

We are often asked how our Unified Data Fabric enriches data and consolidates it into a rich format for delivering insights and providing advice. I’ve compiled a list of resources that tell the story of UDF, the foundation of our platform:
  • Why there is a need for a Unified Data Fabric
  • The benefits of UDF and a household-centric model
  • The future of wealth data

Why there is a need for a Unified Data Fabric

Video: Understanding today’s data management challenges
Advisor360°’s SVP, Chief Technology Officer, Jed Maczuba, discusses the many complexities of data management, including the exponential growth of information and the lack of a standardized approach to creating timely, consistent, and complete data. Watch Understanding today’s data management challenges.

Video: The benefits of high-quality data
Jed Maczuba speaks to the importance of ensuring consistent information across data classes, including pricing, positioning, and customer profile data. Watch The benefits of high-quality data.

The benefits of UDF and a household-centric model

Video: Delivering clean, consolidated data
Advisor360°’s President, Darren Tedesco, discusses how our clean, consolidated Unified Data Fabric ensures you and your advisors continue to offer the best advice amid wealth transfer, tax law, and regulation changes. Watch Delivering clean, consolidated data.

Video: Driving advisor efficiency with our household data model
Darren Tedesco discusses our product-agnostic household data model and how it brings in wealth data to create an efficient, holistic view for your advisors. Watch Driving advisor efficiency with our household data model.

Blog: How WealthTech integration captures data’s power
Jed Maczuba explains how holistic, integrated technology lets broker-dealers, advisors, and their clients share a common view of an entire book of business. Read How WealthTech integration captures data’s power.

Video: Data is at the core of the Advisor360° platform
Jed Maczuba details how financial advisors can remove the burden of working across multiple wealth management applications with one consistent view of the platforms they use. Watch Data is at the core of the Advisor360° platform.

Video: The benefits of our Unified Data Fabric™
Jed Maczuba describes our Unified Data Fabric and how it benefits you. Watch The benefits of our Unified Data Fabric™.

Blog: Developing our unified managed household view
Advisor360°’s Vice President of Enterprise Data & Analytics, Michele Doyle, takes you behind the scenes to show you the considerations required to make a unified managed household view work and the complex data connections we streamline each day. Read Developing our unified managed household view.

The future of wealth data

Blog: The future of wealth data
Jed Maczuba discusses the data challenges within digital wealth management and explores four trends to help enterprise-level firms create and manage high-quality data for their advisors. Read The future of wealth data.

Webinar: The Future of Wealth Data
Jed Maczuba talks about data in wealth management, how the household view is becoming the industry standard, high-quality data and how it separates the winners and the losers, and how automation and AI will help data complexity. Watch the Future of Wealth Data webinar.

Article: 4 WealthTech Predictions for 2022
Jed Maczuba shares his four predictions for WealthTech with ThinkAdvisor.com. Read 4 WealthTech Predictions for 2022.

In part two of this series, I will be discussing the value UDF brings to broker-dealers, advisors, and advisors’ clients.

Enjoying this series? Sign up to automatically receive our blogs as they are released.

Ronnie Campbell is a Content Marketing Associate at Advisor360°, responsible for generating insightful and engaging content that develops the company’s social media presence and story.
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