Help your insurance agents secure their households' futures
Our Unified Data Fabric™ synthesizes data for holistic wealth management advice
Unified Data Fabric™: A Q&A with our Head of Enterprise Data and Analytics
Is your WealthTech platform designed for actual users?
Choosing a vendor, a supplier, or a true partner you can rely on
Jed Maczuba, SVP, Chief Technology Officer, explores Advisor360°’s shared research and development model.
Jed Maczuba: I have part of my organization that is exclusively part of an innovation lab. And they're looking at 2, 3, 5 years out and building the product, doing POCs, testing things out, so I think from a value proposition for our client, it's what you said, shared research and development. So they're getting the innovation as part of the price of the services.