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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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Digital Wealth News

Advisor Tech Talk (Week of 3/7/23)

Advisor360 announced that Mat Mathews has joined as Senior Vice President, Product. In this newly created...

March 6, 2023


Fintech Bytes: RBC selects Vestwell, Riskalyze partners with Opto

Mat Mathews, who previously oversaw the managed secure file transfer service at Amazon Web Services as a...

March 3, 2023


The Beat: Powered by BOSTINNO

Advisor360°, a Weston-based tech provider for broker-dealers and other wealth managers, named Mat Mathews as...

February 28, 2023


Voices How much portfolio access is too much for clients?

The rise of technology in wealth management has allowed advisory clients ever-greater online access to their...

February 3, 2023

Investment News

Fintech Bytes: Advisor360 acquires wealthtech

Agreement Express is able to open accounts at multiple custody and clearing firms, and Advisor360 plans to...

January 13, 2023


Advisor360° nets wealthtech, fresh faces in first-ever M&A deal

Advisor360° is kicking off 2023 by welcoming new tech tools and new teammates.

January 13, 2023

Investment Executive

The bridge to a hybrid advisor

Despite the early threat of robo-advice disrupting the wealth industry, experts now align on the notion that...

November 28, 2022


Wealthtech 2023: 5 tech insiders on the tools and tips that actually...

When looking at the modern wealthtech landscape, there seems to be a solution for every aspect of the...

November 23, 2022


Outdated Tech is Costing Advisors Clients and Prospects

The firm with a new study on this topic answers our questions on how advisors can more proactively approach...

November 22, 2022

FA magazine

Subpar Technology Costing Advisors Business, Survey Says

Fifty-two percent of advisors said they have lost prospects because their firms' technologies did not meet...

November 16, 2022


Subpar Technology Could Steer Clients Away from Advisers

Many advisers complain about lack of automation and functionality and prefer a platform that gives them more...

November 16, 2022


Is Outdated Wealth Management Technology Costing You Business?

Technology can be a game changer for advisors who want to grow their business.

November 16, 2022


Advisors say lousy tech is costing them clients and prospects

With the wealth management landscape increasingly competitive, advisors say that having the right technology...

November 15, 2022


Bad tech costs advisers money and clients

Though 58% of the advisers and executives surveyed classified their technology as 'modern,' 65% reported...

November 15, 2022

Digital Wealth News

Advisor Tech Talk

Technology can be a firm's best friend or worst enemy as they race to implement new protocols to be on the...

November 1, 2022

Investment News

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...

August 17, 2022

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