Skip to the main content.
Talk to experts
Talk to experts
Product

The leading end-to-end wealth management platform.

Enterprise services

Our team works to anticipate and surpass our clients’ expectations.

Ecosystem

Merge our open, integrated platform and its solutions into your tech stack.

By solution

Solve your current pain points with our award-winning solutions.

By firm type

Increase automation with our modern wealth platform.

2024 Connected Wealth Report

92% of the advisors say they would switch firms over bad tech.

Read the latest report

Press releases

Read about the people and technologies behind our success.

Advisor360° is pleased to announce that Abbe Gálvez Cordón has joined as Senior Vice President of Strategy & Corporate Development. In this newly created role, Gálvez Cordón will lead Advisor360°’s development and growth activities, reporting directly to Advisor360°’s Chief...

06.05.2024

GWN Securities, Inc., a national independent broker-dealer and RIA, has chosen Advisor360° to deliver its unified multi-custodial Account Opening solution and flexible wealth management platform as the new foundation for its technology stack.

05.07.2024

Former Head of MassMutual U.S. to be Advisor360° CEO and Chairman of the Board.

04.23.2024

Platform Updates Bring More Efficient Workflows for Wealth Management Firms.

02.06.2024

The latest research from Advisor360° reveals that 92% of advisors would jump ship over bad technology.

01.24.2024

The award recognizes Advisor360° for outstanding achievement in firm thought leadership for its inaugural Connected Wealth Report. The Advisor360° 2022 Connected Wealth Report surveyed 300 advisors and executives at enterprise wealth management firms on the role that technology...

12.12.2023

According to Advisor360°’s 2024 Connected Wealth Report, artificial intelligence (AI) may not be a threat but a benefit. Read the full report.

11.29.2023

Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, has enhanced its WealthGuide® toolkit so advisors can better demonstrate the value they provide to clients.

11.02.2023

Advisor360° is pleased to announce the appointment of Mike Fanning, former Head of MassMutual U.S., to its Board of Directors.

09.26.2023

Jeff Schwantz Joins Advisor360° as Chief Revenue Officer.

08.17.2023

Advisor360°’s enhanced end client portal reflects the company’s rigorous software development life cycle. Advisors’ clients now benefit from upgraded features such as real-time account holdings and balances, intra-day change values, client document upload, a configurable...

08.02.2023

Advisor360°’s new Connected Wealth Report: Client Edition examines the way in which mass affluent and high-net-worth (HNW) individuals engage with their financial advisors using technology. During the spring of 2023, the company surveyed 2,000 investors ages 20 through 83 who...

06.12.2023

1-Click Reviews, part of the Reporting solution on Advisor360°’s wealth management platform, enable users to compile and analyze information from multiple sources into a customized report package with one click, completing what would take hours of work and research with other...

04.25.2023

In this newly created role, the enterprise software veteran will oversee the company’s Product Management and UX teams, reporting directly to Darren Tedesco, President. Prior to joining Advisor360°, Mathews was a General Manager of the Amazon Web Services (AWS) Transfer Family,...

02.27.2023

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, which was rolled out at the...

01.23.2023

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

A new report by Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, finds that 65 percent of advisors surveyed from a wide range of firms across the industry have lost business from clients or prospects due to outdated wealth...

11.15.2022

Enhancements to Goals, Proposals, Model Management & Rebalancing, Dependent Workflows, and Documents Help Advisors Keep Financial Plans on Track

09.27.2022

The award recognizes Advisor360° for outstanding achievement in unified (all-in-one) systems by technology providers for the rollout of Digital Onboarding. Advisor360° offers wealth management firms a deeply integrated and open architecture SaaS platform that unifies wealth...

09.09.2022

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

06.28.2022

Advisor360°, a Software as a Service (SaaS) provider of integrated technology for the wealth management industry, today announced the launch of Automated Document Bundling.

04.13.2022

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° 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

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°, 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°, a Software-as-a-Service (SaaS) provider of integrated technology for the wealth management industry, is pleased to announce that Sasa Zorovic is joining the company as Chief Financial Officer

11.18.2021

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

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

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...

01.27.2021

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

11.10.2020

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°

09.14.2020

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

08.25.2020

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...

07.13.2020

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

06.16.2020

Heading

Insert content here:

Test

Heading

Insert content here:

Press inquiries

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.