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...
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.
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.
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.
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.
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.