FAQ
Frequently asked questions
How does the platform work?
Powered by our Unified Data Fabric® (UDF), our platform powers end-to-end operational efficiency with workflows that move seamlessly across connected capabilities and services.
What is UDF?
Our proprietary Unified Data Fabric (UDF) seamlessly aggregates and enriches all types of data from hundreds of unique sources, powering a better digital wealth experience.
What are 1-Click Review®s?
1-Click Reviews consolidate all types of data from hundreds of unique sources, allowing advisors to combine investment and protection products with a single click.
How much time could I save with 1-Click Reviews?
Calculate how many hours per week advisors can save when generating reports for client meetings with our educational 1-Click Calculator.
What integrations does the platform have?
Advisor360° integrates with your existing CRM engine, insurance, planning, research, and tax and finance systems to optimize horizontal technology investments.
What is Advisor Express?
With our acquisition of Agreement Express and its wealth management assets, Advisor360° can help financial firms harness the power and potential of digital onboarding.
What is the Connected Wealth Report?
Explore the digital evolution of financial services from the perspective of more than 300 surveyed financial professionals with Advisor360°’s Connected Wealth Report series.
Who makes up the Advisor360° leadership team?
Industry-tested. Passionate. Driven. Get to know the names and faces that drive operations and engineer innovation each day.
How do I find out about available jobs at Advisor360°?
Check out our ever-updating Careers page for all the positions we are looking to fill. We pride ourselves on creating a community and culture that aligns with our company values and extends beyond the workplace.