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Our leaders are dedicated to perfecting data-driven SaaS technologies for broker-dealers, advisors, and their clients. Stay up to date on our latest advancements and experts’ thoughts on industry trends.

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We routinely speak about digital transformation and our wealth management platform advancements. If you’re interested in interviewing our leadership, get in touch. Reach out to request an interview.

Coming to a firm near you: An optimized digital wealth experience

Firms are constrained by legacy technology stacks, and it's not easy for them to pivot and deliver the connected digital wealth experience their advisers want...

Investment News – 08.17.2022

The Future of Digital Onboarding

The wealth management industry has clearly made progress in terms of streamlining how advisors and their clients collaborate. There’s more work to do, though...

Wealth Management – 08.01.2022

Advisor360° Introduces New Beneficiaries Capability For Insurance Policies

Advisor360°, a Software as a Service (SaaS) provider of integrated technology for the wealth management industry, today announced a significant cross-product enhancement to its existing Beneficiaries capability. Financial advisors...

Advisor Insurance Investment Income – 07.13.2022

Advisor Tech Talk

Advisor360° had announced a significant cross-product enhancement to its existing Beneficiaries capability. Financial advisors are now able to see and report...

Digital Wealth News – 07.05.2022

WealthStack Roundup: GeoWealth and Pontera, American Century and Marstone, Advisor360° Updates Beneficiaries

Advisors eyeing the great wealth transfer know that estate planning and developing relationships with client beneficiaries are going to be key to keeping assets under management in the future...

Wealth Management – 07.01.2022

How To Choose Financial Planning Software

The days of crunching numbers with a pencil, paper and a clunky calculator are long gone. Financial planning software makes it possible for anyone—from individuals to advisors at large firms...

Forbes – 07.01.2022

Advisor360° Introduces Beneficiaries Capability Insurance Policies

Advisor360°, a Software as a Service (SaaS) provider of integrated technology for the wealth management industry, today announced a significant cross-product enhancement to its existing...

FintecBuzz – 06.30.2022

Ric Edelman’s Digital Asset Group Offers Course to Flourish Crypto Users: Tech Roundup

Advisor360° announced a cross-product enhancement to its beneficiaries capability for advisors on Tuesday. Advisors using the Software-as-a-Service provider’s platform can now see and report...

ThinkAdvisor – 06.30.2022

Advisor360° Introduces New Beneficiaries Capability for Insurance Policies

Financial advisors can see and report beneficiaries consolidated across investment and insurance products for a more connected digital wealth experience...

GlobalFintechSeries – 06.29.2022

Schwab Launches Personalized Indexing for RIAs: Tech Roundup

Advisor360° launched Automated Document Bundling, which the firm said Wednesday detects, enriches and batches new account documents submitted by advisors...

ThinkAdvisor – 04.15.2022

Advisor360° upgrades new-account processing

Advisor360°, a Weston, Massachusetts-based wealth management software firm, has launched an upgrade that detects, enriches and batches new-account documents submitted by financial advisers...

Investment News – 04.13.2022

State Street’s Charles River signs strategic partnership with Advisor360°

State Street Company Charles River Development has forged a strategic alliance with Advisor360° to offer an integrated technology solution for wealth managers. The companies extend their...

Private Banker International – 03.24.2022

Fidelity Enhances Bond Beacon: Tech Roundup

Fidelity Investments added new features and expanded access to Fidelity Bond Beacon, Fidelity Institutional’s digital trading solution that helps financial advisors manage...

ThinkAdvisor – 03.24.2022

Mass Fintech Hub Announces New Advisory Board and Unveils Early Programming Schedule for 2022

The Mass Fintech Hub today revealed the latest efforts to make Massachusetts a global leader in fintech by establishing its first advisory board composed of various leaders across the state. It also announced 2022...

Yahoo!Finance – 03.17.2022

Record Sales and Capital, Strategic Progress Drive MassMutual’s Exceptional 2021 Growth and Performance

MassMutual continued to improve its overall digital experience with the launch of Advisor360°, providing its financial professionals and their clients with instant, integrated access to clients’ portfolios to assist them with their financial planning...

Yahoo!Finance – 02.28.2022

Record Whole Life Sales Drive MassMutual To Strong 2021 Growth

Massachusetts Mutual Life Insurance Company (MassMutual) today reported excellent financial results1 for 2021 – including record sales and capital levels that reached an all-time high and strong operating earnings – while making significant progress...

InsuranceNewsnet – 02.28.2022

Redefining the CISO-CIO Relationship

Most companies today recognize the importance of having a leader tasked with keeping the organization's information assets protected from data breaches, cyberattacks, and bad actors. With tech ubiquitous across every sector...

DARKReading – 01.13.2022

Advisor360° Remodels Software to Make Onboarding Easier

Software developer Advisor360° is overhauling the way it’s selling its technology. The Commonwealth Financial Network spin-off is creating software bundles as it seeks to speed up onboarding...

Wealth Management – 12.14.2021

Is the future of insurance vertical?

We are in the wake of the biggest wealth transfer in the history of the world. As trillions of dollars change hands, we’re seeing a commensurate increase in demand for financial planning advice...

Digital Insurance – 11.19.2021

Advisor tech talk: 11/23/21

The broader advisor community has been adding tech talent, launching new products and going digital...

Digital Wealth News – 11.16.2021

The case for "buy" when it comes to your firm's IT system

Planning and executing IT projects is a challenge for all chief technology and information officers — but for those at broker-dealers and roll-up RIAs, it is a never-ending battle...

FinancialPlanning – 09.23.2021

Fintech’s market opportunities: Q&A with Advisor360°’s CEO

Tech industry veteran Rich Napolitano, CEO of Advisor360°, recently answered questions about the company’s technology and its market opportunities for fintech in Boston...

Boston Business Journal – 09.03.2021

Largest Fintech Companies in Massachusetts

Configurable wealth platform that unifies financial advisors’ protection and wealth data, completely integrates their applications, and provides time-saving workflows...

Boston Business Journal – 09.02.2021

Wealth Management Platform Advisor360° Names Cynthia Stephens as VP

In her new role as head of marketing, Stephens will expand and develop Advisor360°’s go-to-market strategy to accelerate growth and drive momentum for the independent WealthTech SaaS startup...

FinTecBuzz – 08.19.2021

American Express Teams With Startup on Financial Planning Tool: Tech Roundup

American Express has joined forces with startup BodesWell to launch a new My Financial Plan digital financial planning tool. A six-month pilot of My Financial Plan started July 11 with about 25,000 American Express card holders...

ThinkAdvisor – 08.19.2021

CISOs Connect^™Announces Winners of Inaugural CISOs Top 100 CISOs (C100) Recognition

The Esteemed CISO Board of Judges of the CISOs Top 100 CISOs (C100) Recognition, a first of its kind honor given by CISOs Connect™, today announced the winners of the award which commends the preeminent security leaders across the United States...

CISION PR Newswire – 07.08.2021

Profiles in Leadership: Alex Cunningham, CISO, Advisor360°

As a cybersecurity leader, it's one thing to earn a seat at the senior management table, but it's quite another to find—and use—your voice in that role, says Alex Cunningham, CISO at Advisor360°, who discusses leadership and how to create a cybersecurity culture...

Gov Info Security – 07.06.2021

T3 conference expands with inaugural workshop for wealthtech developers

Outdated technology infrastructure makes it difficult for financial services institutions to keep pace with the rapid pace of digital innovation happening in other industries. New products are often slow to market, and integrations can get bogged down in complexity...

Financial Planning – 06.16.2021

MassMutual releases new advisor tech more than 2 years after licensing from Commonwealth spinoff

Massachusetts Mutual Life Insurance Company is finally bringing to market the next-generation advisor software it first announced more than two years ago. With Advisor360°, MassMutual advisors can see all a client’s investments...

Financial Planning – 06.09.2021

MassMutual launches Advisor360°

MassMutual has launched the Advisor360° platform, through which a client’s financial investments and protection portfolio can be accessed and viewed. The platform brings together financial protection and investment product portfolios and enables financial professionals to prepare for client reviews...

Coverager– 06.09.2021

MassMutual licenses Advisor360° software to thousands of advisors

For the first time, a client’s financial investments and protection portfolio can be seamlessly accessed and viewed in the fully consolidated and secure Advisor360° platform through Massachusetts Mutual Life Insurance Company (MassMutual)...

Finextra – 06.08.2021

MassMutual introduces first-ever, fully-consolidated digital platform for financial investment and protection solutions with Advisor360°

The Advisor360° platform—built with input from financial professionals over the past several decades—now brings together financial protection and investment product portfolios and, most importantly, enables financial professionals to prepare for client reviews...

BusinessWire – 06.07.2021

Fintech Luminaries – Meet Richard Napolitano of Advisor360°

Digital Wealth News is pleased to bring you our “Fintech Luminaries” series—featuring thought leaders within the digital wealth ecosystems. For our latest feature, we’d like you to meet Richard Napolitano of Advisor360°...

Digital Wealth News – 06.04.2021

Altruist's $50 Million Investment Raises Eyebrows, and Questions

Altruist founder and CEO Jason Wenk, vowing to take on the incumbent custodians, landed an eye-popping $50 million in a Series B round of funding and added Vanguard as an investor. But the sales pitch has shifted, observers say...

WealthManagement.com – 05.20.2021

Data Integration Is Crucial For Wealth Managers Looking To Expand And Enhance Service

To meet evolving client demands and acquire new assets in a competitive industry, many advisors are diversifying their offerings and providing clients with more service options...

By Richard Napolitano | Financial Advisor Magazine – 04.27.2021

5 Ways Advisors, Clients Have Changed in the Pandemic

As every wealth management professional understands, investing isn’t just about numbers. The process of finding and retaining clients, and helping them achieve their goals is often a psychological exercise for advisors, especially during times of market volatility...

By Darren Tedesco | ThinkAdvisor – 04.08.2021

How To Think About Buying Wealth Management Technology

We talk to the industry about the kind of issues that should be considered when buying technology for wealth managers. This news service is looking at technology and how it shapes and changes the way in which the wealth management sector operates...

Family Wealth Report – 02.17.2021

Chris Ollendike Joins Advisor360° as SVP, Head of Sales

Advisor360° announced today that Chris Ollendike has joined the team as SVP of Sales. In collaboration with the leadership team, Mr. Ollendike will develop the partner ecosystem and acquire new broker-dealer clients...

Global Fintech Series – 01.28.2021

Chris Ollendike Joins Advisor360° as SVP, Head of Sales

Advisor360°, provider of an integrated suite of productivity tools for advisors, clients, and broker-dealers, announced today that Chris Ollendike has joined the team as SVP of Sales. In collaboration with the leadership team, Mr. Ollendike will develop the partner ecosystem and acquire new broker-dealer clients...

IT Business Today – 1.28.2021

Who's Moving Where In Wealth Management? - CFA Institute, Advisor360°

The latest industry moves in wealth management and related sectors across the U.S. Advisor360°, a provider of an integrated suite of productivity tools for advisors, clients, and broker-dealers, has appointed Chris Ollendike as senior vice president of sales...

Family Wealth Report – 1.28.2021

Chris Ollendike Joins Advisor360° as SVP

Boston City Biz List – 1.27.2021

Nineteen Predictions for Wealth Management in 2021

Leaders across the wealth management space with quick takes on what they expect is coming for the industry, your business, and your clients in 2021. If the past—particularly the recent past—teaches us anything, it’s that the future can’t be predicted...

WealthManagement.com – 12.24.2020

How a Disjointed Workflow Hinders Advisor Productivity and Growth

The average financial plan takes an advisor more than 15 hours to produce. A study from Michael Kitces found that while financial advisors work for an average of 43 hours per week, only 36% of that time is spent building client relationships or engaging in business development...

By Richard Napolitano | WealthManagement.com – 12.23.2020

Commonwealth Expanding Menu of VIP Options in 2021

Commonwealth plans to expand on several of its VIP, technology, and other initiatives for financial advisors in 2021 and beyond, executives from the company told reporters Thursday during a “State of Commonwealth: Connecting through Change” virtual briefing...

ThinkAdvisor – 11.20.2020

WealthTech Weekly November 16, 2020

Discovery Data launched its next-generation market intelligence platform in conjunction with the expansion of its market-leading product suite. Captrust acquires Shine Wealth Partners...

WealthTech Club – 11.16.2020

Advisor360° Names Cassie Warrington VP, Business Development

Ms. Warrington joins the firm’s newly created Business Development team. Advisor360°, provider of a unified, integrated software suite for advisors, clients, broker-dealers, and roll-up RIAs, announced that Cassie Warrington has joined the firm as Vice President, Business Development...

AiThority – 11.12.2020

Advisor360° Names Cassie Warrington VP, Business Development

Advisor360°, provider of a unified, integrated software suite for advisors, clients, broker-dealers, and roll-up RIAs, today announced that Cassie Warrington has joined the firm as Vice President, Business Development...

Global FinTech Series – 11.11.2020

Who's Moving Where In Wealth Management?- Dynasty, Envestnet, Others

The latest senior moves in North American wealth management. Envestnet | Yodlee, the U.S.-based data aggregation and data analytics platform, has appointed Jason O'Shaughnessy as the head of international sales...

Family Wealth Report – 11.11.2020

Advisor360° Names Cassie Warrington VP, Business Development

News Break – 11.11.2020

Fintech Focus for November 11, 2020

Advisor360° growing, expands team…

Benzinga – 11.10.2020

Advisor360° Appoints Cassie Warrington as VP

Citybizlist – 11.10.2020

How SS&C Advent aims to meet advisor demand for annuities

Fintechs are introducing new digital insurance marketplaces to meet rising demand for the products among financial advisors. SS&C Advent is now offering a new, aptly named Insurance Marketplace for advisors to find annuities, life insurance, long-term personal care, and disability products for clients...

Financial Planning – 10.13.2020

Organize the Data: Idea File

Advisor360° has an idea to help financial services organizations increase sales efficiency: eliminate the client data scavenger hunt. Darren Tedesco, the president, says the company aims to give distributors and advisors a unified and easy-to-use view of each client...

ThinkAdvisor – 09.21.2020

William D. Green Joins Advisor360° Board of Directors

Advisor360°, provider of a unified, integrated software suite for advisors, clients, and broker-dealers/roll-up RIAs announced that seasoned enterprise IT industry veteran William (Bill) D. Green has joined the company’s board of directors...

AiThority – 09.15.2020

William D. Green Joins Advisor360° Board of Directors

Global FinTech Series – 09.15.2020

William D. Green Joins Advisor360° Board Of Directors

Advisor360°, provider of a unified, integrated software suite for advisors, clients, and broker-dealers/roll-up RIAs today announced that seasoned enterprise IT industry veteran William (Bill) D. Green has joined the company’s board of directors...

Wealth-X – 09.14.2020

WealthTech Weekly for 09/01/2020

Marc Butler will join Skience as the Herndon-based wealth management firm’s president and chief operating officer. Advisor360° expanded the insurance capabilities of its platform...

Financial Advisor Magazine – 09.01.2020

Notes From The Publisher

Q4 in the media industry is a busy one, and it looks like it will be in the world of fintech and wealthtech as well as more news comes out around the pandemic and how it has affected the wealth management and wealthtech industries...

Financial Advisor Magazine – 09.01.2020

WealthTech Weekly August 31, 2020

Advisor360° has expanded the insurance capabilities of the Advisor360° platform, allowing wealth management firms to further evolve their offerings. The new functionality enables advisors to more easily access household-specific insurance and annuity product details...

WealthTech Club – 08.31.2020

Benefits industry products roundup: Advisor360°, Blockchange, Gemini Trust, Employee Cycle, FinFit

Advances in technology and analytics, as well as greater attention paid to customers’ needs, are bringing products aimed at helping advisors, brokers, and HR do their jobs despite the chaos and uncertainty of 2020...

Benefits Pro – 08.28.2020

Advisor360° Introduces New Insurance Application for Wealth Management Enterprises

The Advisor360° platform now provides broker-dealers with enhanced insurance capabilities, helping their advisors to grow their businesses. Advisor360° has expanded the insurance capabilities of the Advisor360° platform, allowing wealth management firms to further evolve their offerings...

Global FinTech Series – 08.26.2020

Advisor360° Introduces New Insurance Application For Wealth Management Enterprises

AiThority – 08.25.2020

Advisor360° Introduces New Insurance Application for Wealth Management Enterprises

Insurance News Net – 08.25.2020

Advisor360° Launches New Insurance Application for Wealth Management Enterprises

Advisor360°, provider of a unified, integrated suite of customisable tools for advisors, clients, and enterprises, has expanded the insurance capabilities of the platform, allowing wealth management firms to further evolve their offerings...

Wealthadviser – 08.25.2020

WealthTech Weekly 07/21/2020

Advisor360° announced four new hires: Meredith Crouse as senior vice president, chief people officer, Doug Wood as senior vice president, customer success and operations, Gilad Sade as vice president, engineering development and John Considine as vice president, solutions architect...

Financial Advisor Magazine – 07.21.2020

WealthTech Weekly July 20, 2020

WealthTech Club – 07.20.2020

Advisor360° Adds Four To Leadership Team

Financial Advisor Magazine – 07.14.2020

Advisor360° Expands HR, Operations and Engineering Teams with Four New Hires

Global FinTech Series – 07.14.2020

Commonwealth Spinoff Advisor360° Names Four Key Executives

Fresh blood with big enterprise experience—from outside the broker-dealer and RIA space—points to a big growth push. Advisor360º, the SaaS platform for independent advisors spun out of Commonwealth Financial Network as an independent business in April 2019, announced four key new hires Monday...

WealthManagement.com – 07.13.2020

The Latest In Financial Advisor #FinTech (July 2020)

Welcome to the July 2020 issue of the Latest News in Financial Advisor #FinTech—where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management...

Michael Kitces – 07.06.2020

400 advisors, $26B in client assets: Massive breakaway RIAs show competitive recruiting fight in indie channel

Three of the largest recruiting moves and deals in the independent broker-dealer channel so far this year have involved leaving the sector completely or only joining it in a tangential way...

Financial Planning – 06.24.2020

Notes From The Publisher 06/23/20

This week, we’re featuring Dave Frisone from SmartAsset, who shared in his responses that the firm had over 65 million people interact with their platform last month—amazing numbers...

Financial Advisor Magazine – 06.23.2020

WealthTech Weekly 06/23/2020

LPL advisors now have access to AdvicePay. GeoWealth announced a strategic alliance with Foreside Financial Group. TD Ameritrade Institutional launches a new matching tool to help advisors find talent. Ruchir Swarup, former Managing Director at BlackRock, has joined Addepar as Chief Technology Officer...

Financial Advisor Magazine – 06.23.2020

WealthTech Weekly June 22, 2020

WealthTech Club – 06.22.2020

John Hancock Hires LTCI Government Relations Specialist: Personnel Moves

John Hancock has hired Amanda Weaver to be an assistant vice president on its government relations team. Weaver will focus legislation and regulatory work related to long-term care insurance...

ThinkAdvisor – 06.19.2020

Advisor360° Names Richard Napolitano, Former EMC/Dell Executive, As CEO

WealthTech software company Advisor360° announced it has named technology industry veteran Richard Napolitano as CEO to scale the company and bring the Advisor360° solution to financial advisors and enterprises across the wealth management industry...

AiThority – 06.17.2020

Advisor360° Names Richard Napolitano, Former EMC/Dell Executive, as CEO

Global FinTech Series – 06.17.2020

Advisor360° Adds Enterprise Software Veteran As CEO

Advisor360°, the wealthtech software company spun off from Commonwealth Financial Network, named Richard Napolitano as chief executive officer on Tuesday. Napolitano, who brings engineering and sales experience from EMC and Dell, will focus on bringing Advisor360° to advisors...

Financial Advisor Magazine – 06.16.2020

Advisor360° Names Richard Napolitano as CEO

Advisor360° today announced it has named technology industry veteran Richard Napolitano as CEO to scale the company and bring the Advisor360° solution to financial advisors and enterprises across the wealth management industry...

Boston City Biz List – 06.16.2020

The Latest In Financial Advisor #FinTech (May 2020)

This month's edition kicks off with the news that FTV Capital has taken a majority stake in Docupace, which historically was a ‘document management’ system for advisory firms that had expanded into front-office new-client onboarding but now—with FTV’s capital—aims to expand into the messier...

Michael Kitces – 05.04.2020

Advisor360° named to WealthTech100 list

The WEALTHTECH100 is an annual list of 100 of the world’s most innovative WealthTech companies selected by a panel of industry experts and analysts. These are the companies every leader in wealth and asset management, private banking, and financial advisory needs to know about...

FinTech Global – 04.28.2020

Commonwealth Financial Network® Hosts Nearly 2,000 at 2019 National Conference

Commonwealth Financial Network®, the nation’s largest privately held Registered Investment Adviser–independent broker-dealer, recently hosted nearly 2,000 affiliated financial advisors, staff, guests, and sponsors at its annual National Conference, held October 2–5, 2019, in Denver, Colorado...

BusinessWire – 10.08.2019

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William D. Green Joins Advisor360° Board of Directors