Press releases
Read about the people and technologies behind our success.
Advisor360° Launches Parrot AI™: A More Secure, Compliant Generative AI Assistant for Financial Advisors
Advisor360° launches Parrot AI™, a secure AI meeting assistant for advisors. Automate notes, CRM updates & stay SEC/FINRA compliant. Try it free today!
04.02.2025
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°, 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
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
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.