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Protect your enterprise data with our digital wealth platform

Our Unified Data Fabric® is at the heart of everything we do to build trust and protect the house. With our commitment to building and maintaining a safe, dependable, enterprise-grade digital wealth management software, you can trust that our technologies—and your data—remain secure and protected.

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Advisor360° digital wealth platform security 

We’re committed to protecting data under our stewardship. Whether you are an enterprise customer, financial advisor, or investor, we recognize and understand the trust placed in us and our responsibility in protecting your data.  

Accessing the Advisor360° platform  

All users have their own unique User ID and password combination along with multi-factor authentication to increase the level of assurance that only authorized users have access to the Advisor360° platform. 

Protecting your data 

When accessing our platform either through the website or mobile application, all communications are encrypted using Advanced Encryption Standard (AES-256). Likewise, from a data-at-rest perspective, all data stored in our systems is encrypted by default to add another layer of protection.   

Third-party assessments

In addition to our own internal security testing, we conduct regular penetration tests using a trusted third-party to evaluate the strength of our platform’s security posture. Our platform complies with the American Institute of Certified Public Accountants (AICPA) Trust Services Principles and is SOC 2 and Health Insurance Portability and Accountability Act (HIPAA) certified.

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Our cybersecurity ethos

At Advisor360°, we understand the importance of Cybersecurity and we take a pragmatic, risk-based approach so you can trust that your clients’ data is protected at all times. Our program is based on industry best practices and we continue to invest in the Advisor360° platform to ensure our customers have the best possible experience.

Watch this video (1:05) to hear Chief Information Security Officer Alex Cunningham discuss how Advisor360°’s pragmatic, risk-based mindset ensures your clients’ data remains protected.

Our cybersecurity approach

Security based on industry best practices and standards. We invest heavily in technology, our people, and processes to ensure the best possible protection and service. 

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Security by design

Cybersecurity best practices are implemented in our infrastructure and platform development from initial design to feature and function rollouts, ensuring the best protections are in place from the start.

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Proactive defense and monitoring

Proactive 24x7 security monitoring and alerting ensures the integrity of the platform and data. Our multiple layers of network-based security technologies work together to identify, block, and report suspicious activity. Our security analytics and automation technologies allow us to baseline normal behavior to identify and respond to suspicious behavior quickly.

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Risk-aware culture

We ensure our employees have the best possible awareness of cybersecurity threats. We carry out a host of all-employee and role-specific awareness initiatives, such as regular phishing tests, quizzes, and in-person and online presentations, so everyone can better understand how to keep the house safe.

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Data center security

Our infrastructure is hosted in state-of-the-art data centers geographically spread across the country to ensure the platform is available whenever you need it.



Our cybersecurity program is committed to protecting your data. To ensure we’re meeting industry best practices, the Advisor360° platform is SOC 2 (System and Organization Controls) certified annually to demonstrate our commitment to you.