Read about the people and technologies behind our success. Stay up to date with the latest hiring and product announcements.
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Advisor360° Surpasses One Million Mark for 1-Click Review®s
Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, has passed the one million mark milestone for its 1-Click Review® feature, with 1,023,342 reviews run over the past year as of March 31, 2023.04.25.2023
Advisor360° Names Enterprise Software Veteran Mat Mathews, General Manager from Amazon/AWS as Senior Vice President, Product
Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, has announced that Mat Mathews has joined as Senior Vice President, Product.02.27.2023
Advisor360° Deepens its Insurance Capabilities on Policy Riders
Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, has made it easier for advisors to view the policy riders that are attached to their clients’ in force insurance policies. The upgraded capability...01.23.2023
Advisor360° Acquires the Wealth Management Technology Assets of Agreement Express
Advisor360° has acquired the digital onboarding technology and related wealth management assets of technology solutions provider Agreement Express from Frontier Growth, a private equity firm based in Charlotte, North Carolina....01.10.2023
Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology
While the right technology may give financial advisors an edge, the wrong technology can cost them real dollars and real clients. A new report by Advisor360°, a leading provider of integrated technology for broker-dealers....11.15.2022
Advisor360°’s Newest Platform Upgrades Make the Financial Planning Process Easier
Enhancements to Goals, Proposals, Model Management & Rebalancing, Dependent Workflows, and Documents Help Advisors Keep Financial Plans on Track....09.27.2022
Advisor360° Wins 2022 Wealth Management Industry Award as a Top Technology Provider
Advisor360°, a Software as a Service (SaaS) provider of integrated technology for the wealth management industry, is pleased to receive the 2022 Wealth Management Industry Award....09.09.2022
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....06.28.2022
Advisor360° Launches Automated Document Bundling to Maximize Administrative Efficiency for Broker-Dealers
Advisor360°, a Software as a Service (SaaS) provider of integrated technology for the wealth management industry, today announced the launch of Automated Document Bundling....
State Street, Charles River® Development and Advisor360° announce strategic partnership
Charles River Development, a State Street Company, together with Advisor360°, a wealth management software company, today announced a strategic partnership to....03.23.2022
Advisor360° Names Eric Esfahanian Vice President of Enterprise Sales
Advisor360° today announced the continued expansion of its national Go-To-Market team with the appointment of Eric Esfahanian as Vice President of Enterprise Sales. He will bring....03.07.2022
Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software
Financial advisors can open client accounts faster than before, in as few as 90 seconds, using Digital Onboarding that is now available with Advisor360°’s software. Advisor360°’s clients will roll out....02.28.2022
Advisor360° Deepens Customer Success and Operations with Expanded Senior Team
Advisor360°, a Software-as-a-Service (SaaS) provider of integrated technology for the wealth management industry, has hired Brian Gruttadauria as Vice President of Operations & Quality. He will lead....01.20.2022
Advisor360° Welcomes New Chief Financial Officer Saša Zorović
Advisor360°, a Software-as-a-Service (SaaS) provider of integrated technology for the wealth management industry, is pleased to announce that Saša Zorović is joining the company as Chief Financial Officer...11.18.2021
Advisor360° Names Cynthia Stephens Vice President of Marketing, Expanding Leadership Team to Drive Growth
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...08.17.2021
WealthTech Company Advisor360°® Demonstrates its Commitment to Clients' Data Security in Successful Completion of SOC 2 and HIPAA Audits
Advisor360°, provider of an integrated suite of productivity tools for advisors, clients and broker-dealers, announced today that it has successfully completed its Service Organization Control (SOC 2) and third-party HIPAA audits...07.12.2021
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...01.27.2021
Advisor360° Names Cassie Warrington VP, Business Development
A thought leader with a proven track record of leveraging her expertise in business planning, account development and third-party partnerships,
Ms. Warrington’s hire represents a solid addition to the Advisor360° Business Development team...
William D. Green Joins Advisor360° Board of Directors
The former Chairman and CEO of Accenture brings long-term enterprise knowledge and relationships to the WealthTech company’s board. Mr. Green brings extensive knowledge in financial services, WealthTech, and global organizational growth to Advisor360°...
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. The new functionality enables advisors to more easily access household-specific insurance and annuity product details...
Advisor360° Expands HR, Operations and Engineering Teams with Four New Hires
WealthTech software company Advisor360° today 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...
Advisor360° Names Richard Napolitano, former EMC/Dell executive, as CEO
WealthTech software company 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...