Unified Data Fabric®; (UDF) is a proprietary data model that consolidates all types of data from hundreds of sources into one layer, making it easier to gain insights and manage the digital wealth experience.
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.
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).
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.
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.
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.