Unify data across financial wealth management platforms
Optimize existing investments and unify data across all systems in the technology stack with our open wealth management platform. With technology partners spanning across categories, we create a frictionless, 360-degree view of households.
The benefits of an open, integrated wealth management platform
Relying on a wealth management software that is dependent on multiple third-party solution providers can derail workflows, processes, and general productivity.
Advisor360°’s open, configurable platform allows you to manage the wealth needs of all stakeholders and all lines of business while seamlessly integrating with our flexible solutions, a partner ecosystem, and your existing technology stack.
Work with your existing tech stack
Powered by our Unified Data Fabric, our open and integrated platform architecture complements the applications you already rely on.
CRM
Redtail
Wealthbox
Salesforce
MS Exchange / Outlook
Research & Planning
CFRA
Argus
RightCapital
eMoney
MoneyGuide
Morningstar
YCharts
Fi360
Data & Custodian
Fidelity
BNY Mellon Pershing
Charles Schwab
DST Global
DAZL™
DTCC
Ice
Factset
Yodlee
TAMPs
Annuities
Insurance
Insurance & Account Opening
iPipeline®
Hexure, FireLight
ASH Brokerage
DocuSign
QuIK!
MassMutual Coverpath
RightBRIDGE by CapitalROCK
Trading SMA/UMA
LSEG
Wealthscape™
Envestnet
Refinitiv (LSEG)
Charles River
Tax & Finance
Intuit, TurboTax
H&R Block
Quicken
TaxAct
Marketing
Broadridge
Twilio
FMG Suite
Ready to get started?
See how we unify data across financial wealth management platforms.