The most holistic digital experience in WealthTech
We curate data through advanced API and present results through a clean, modern interface.
Our Integration Exchange API curates insights from external feeds, third-party partners, and our platform.
Our modern UI lets you and your advisors find the precise information you need with customizable dashboards and tools.
Unified Data Fabric™
Our Unified Data Fabric is the foundation of our platform - clearing, normalizing, and enriching data from hundreds of sources.
Our core Advisor360° Essentials offering includes:
- Unified Data Fabric™
- Advisor portal (includes dashboard; client hierarchy; insurance; performance & client reporting; real-time quotes & charts)
- Third-party software integrations
Everything in Advisor360° Essentials, plus:
- Deeper advisor experience (proposal creation; trading; model management/rebalancing; analytics)
- Client portal with digital engagement tools (includes compliant text messaging and account aggregation)
- Home office trading workflow
- Quicken®/TurboTax®/H&R Block®/TaxAct® integrations
Everything in Advisor360° Extended, plus:
- Deepest advisor experience with digital onboarding and fee billing
- Enterprise workflow system
- Account maintenance tools
- Compliance management
Data is the core of the platform
Our experts know how to unify data from hundreds of sources across any wealth type, including a financial account, real estate, insurance policy, beneficiary information, investment, or health savings account. We deliver a consistent view across applications and eliminate the swivel chair management many advisors contend with.
How many of these problems sound familiar?
Our configurable offerings meet immediate needs across investment, insurance, and banking products and grow with your business. Each offering eliminates the need to rely on:
Using technology that was included with clearing firm arrangements and didn’t meet your needs
Assembling vendor solutions to build a custom integration that has to be maintained
Building a complex solution that was time consuming and didn’t accomplish the main objective
Our platform is centered around delivering high-quality data
Learn how we have evolved data management to help our clients.
Watch this video (1:29) to hear our CTO, Jed Maczuba, explain how data is the core of our platform.
Pioneering a household-based data model
Our platform is built on a household-based data model. We don’t treat advisors’ clients separately.
We solved the inherent data challenges of building a household data model a long time ago. In our model, a household refers to individuals grouped by relationships rather than account numbers. For example, an advisor’s client, their partner, and their children could be one household.
How Advisor360° continues to innovate
A comprehensive wealth management platform must be built on a solid data foundation.
Watch this video (2:03) to learn more.
SVP, Chief Technology Officer
Negotiating data from disparate sources is complex. Learn how the seamless aggregation of data within one platform ensures information is easily consumable so your advisors can provide their clients with deeper, more meaningful insights.