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Join us on Tuesday, September 30 at 2PM ET for a 50-minute live discussion and Q&A, hosted by Citywire's Elle Winterson, featuring panelists Iyana Harris, Co-Founder, Catalyst and JP Nahmias, Vice President of Product Management, Advisor360°. They’ll share insights from Advisor360°’s 2025 Connected Wealth Report and real-world examples from firms that are thriving—without compromising on control, culture, or client service.

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The future of wealth management is evolving rapidly, and staying ahead requires a strategic approach to growth, innovation, and technology. At OneVoice 2025, we’ll explore how intentional scaling and a shared vision for sustainable success can help your firm maximize results and adapt to the ever-changing financial landscape.

Join us as we harness our collective strengths to drive efficiency, differentiate in the marketplace, and embrace continuous evolution. Through expert-led discussions and hands-on learning, you’ll gain the insights and tools needed to elevate your business and deliver unparalleled value to clients.

Join Jennifer Sawan, Senior Director of Sales Engineering and Operations, and Darren Tedesco, President of Advisor360°, for a timely LinkedIn Live session exploring the critical decision-making process behind the "Build vs. Buy" debate in wealth tech. In today's competitive landscape, advisory firms must navigate the complexities of investing in cornerstone technology that drives client satisfaction, advisor retention, and firmwide productivity. Jennifer and Darren will delve into best practices for each strategy, sharing insights on how firms can achieve a competitive edge through integrated technology, acquisitions, or strategic partnerships. Don't miss this opportunity to learn how to position your firm for success in the evolving wealth management space!

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Wealth management firms face a critical dilemma: should they build new technology in-house or buy from external providers? Both options carry significant risks. This uncertainty often leaves firms paralyzed, fearing that after investing in new tech, they might be left without the necessary support to fully leverage it. In this LinkedIn Live session, Lenny Vernovsky, PMP, VP of Client Onboarding, and Eric Esfahanian, VP of Enterprise Sales, will explore the importance of finding the right tech partner—one who stands by their clients long after the initial onboarding process. They will also dive into how Advisor360° is leading the way in providing extraordinary support to ensure that our clients continue to thrive in a digital-first world.

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Advisor360° invites you to watch our webinar—The Productivity Edge: Streamlining the Advisor Workload. Tune in for a brief, high-level demonstration of Advisor360°’s easily integrated multi-custodial platform, including our award-winning Digital Onboarding solution.  

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Patrick Noonan, Sr Product Manager for Wealth Management and Insurance, and Collin Ross, Product Manager at Advisor360°, discuss account transitions and what they mean for firms trying to attract advisors, and for advisors themselves who are moving firms or buying large books of business. How can this process be streamlined—making the transition far easier with fewer interruptions for both the advisor and client? Tune in to this LinkedIn Live to find out.

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Advisor360° CRO Jeff Schwantz sits down with Chuck Failla, host of the goRIA podcast by Investment News, to discuss advisor marketing in the RIA space and our findings on the topic from the 2024 Connected Wealth Report.

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Senior Product Managers Patrick Noonan, Meredith Connell, and Ben Davis discuss how Advisor360°’s solutions ramp-up advisor productivity throughout the entire wealth management process—from marketing and prospecting to reviewing and maintaining financial plans. 

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Patrick Noonan, Sr Product Manager for Wealth Management and Insurance, and Meredith Connell, Sr Product Manager of Wealth Management at Advisor360°, discuss how the Advisor360° platform seamlessly integrates with Envestnet to streamline workflows, processes, and general productivity across the practice.  

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Featuring Patrick Noonan, Product Manager for Wealth Management and Insurance, and Meredith Connell, Sr Product Manager of Wealth Management at Advisor360°, this LinkedIn Live will focus on what it means to be multi-custodial, why it’s so important to firms—for onboarding, advisor recruiting, and much more—and how Advisor360° is addressing this need through platform enhancements.  

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Featuring Patrick Noonan, Product Manager for Wealth Management and Insurance, and Steven Niedzwiadek, Product Manager for Compliance, this LinkedIn Live will prioritize getting in and staying in compliance with current and future industry regulations while highlighting the platform features that Advisor360° offers to accomplish this.

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The 2024 Connected Wealth Report uncovers the current deficiencies in wealth management solutions, emphasizing the urgent need for technological evolution.

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AI, especially machine learning, is transforming industries, including wealth management.

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An in-depth discussion surrounding the benefits AI integration brings to your wealth management firm’s existing workflows and processes.

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Join Patrick Noonan, Wealth Management Product Manager, and Meredith Connell, Sr Product Manager of Wealth Management at Advisor360°, for an insightful discussion on transforming the client onboarding experience.

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We discuss the future of financial advising and how our partnership will help to deliver a world class experience.

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Technology and financial advice go hand in hand. Join us as we discuss the current role technology plays in the world of wealth management.

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3 days of expert insights, provocative discussions, and the chance to connect with industry colleagues and peers. 

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