FAQ
Frequently asked questions
What is Advisor360°?
Advisor360° builds and integrates technology for wealth management firms. The company offers an integrated and open architecture SaaS platform that brings a connected digital wealth experience to financial advisors, their clients, and the home office so that firms can drive better outcomes and innovate quickly, resulting in increased growth and deeper relationships.
How does the platform work?
Our platform powers end-to-end operational efficiency with workflows that move seamlessly across connected capabilities (e.g., financial planning) and services (e.g., reporting) powered by a unified data layer known as our Unified Data Fabric™ (UDF).
Why should my broker-dealer use Advisor360°’s software?
Advisor360° helps you empower your advisors to increase growth, maximize efficiency, and build deeper relationships with clients.
What integrations does the platform have?
Advisor360° integrates with your CRM engine, insurance, planning, research, and tax and finance systems to optimize horizontal technology investments.
What is your implementation process like?
Our collaborative process ensures the timely, smooth, and seamless onboarding to our SaaS wealth management solution. Everyone who uses our platform undergoes extensive training so our clients can decrease ramp-up time, reduce support costs, and increase revenue from day one.
What makes Advisor360° different?
Advisor360° provides clear differentiation to our clients. We enable broker-dealers to manage the digital wealth experience on a unified platform, drive better outcomes, and constantly innovate to stay ahead of new demands.
How do I purchase your software and what is included?
At Advisor360°, we provide three offerings: Essentials, Extended, and Enterprise. Clients select the offering that meets their needs and let Advisor360° run and maintain it for them. Each offering includes our Unified Data Fabric™, 1-Click Reviews®, and all investment, insurance, and banking product types including annuities and alternative investments.
What are 1-Click Reviews®?
1-Click Reviews are bundles that save advisors hours of time by compiling and analyzing favorite reports with a click of a button and delivering them to clients under a single cover page.
What insurance capabilities does Advisor360° have?
Your agents can securely unify all business lines from insurance to retirement to investments. Integrated technologies enabling a look at a customer’s complete financial life can transform the role of insurance agents.
How do I find out about available jobs at Advisor360°?
Check out our ever-updating Careers page for all the positions we are searching to fill, and see if you’re a good fit to join a team of accountable, kind people who believe in delivering extraordinary systematic care to our clients and community.