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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

Advisor experience

A more connected private wealth advisor software

Create a centralized advisor experience and efficient workflows using our private wealth advisor software.

advisor experience screen

The problems we solve

Have you or your advisors ever experienced any of these problems?

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Inconsistent data

Point solutions with unique data lead to information being represented differently across systems.

Planning
“Swivel chair” across multiple applications

Advisors have no centralized experience, requiring them to log into multiple applications that cause duplicative data entry.

Globe
Lack of automation

Disparate systems that are not integrated lead to inefficient, manual workflows.

automation
Outdated legacy technology

Advisors are frequently let down by outdated wealth management technology and the lack of new functionality.

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Missed opportunities to increase revenue

With disparate systems and no unified data layer, it is difficult to gather analytics and insights to drive growth.

Change Management
Integrating with your technology stack

Integrating your technology stack takes scarce resources, and yet there are high costs for not doing it or not doing it properly.

The technology of a firm acts as an extension of the practice

Have you ever lost business from either a prospect or an existing client because your wealth management technology capabilities did not meet expectations?

92% of advisors surveyed are willing to switch firms over bad tech

44% of advisors surveyed have already left over bad tech

Advisor preferences and perceptions about technology present an opportunity for firms. To prevent losing advisors and their clients, wealth management firms need to accept that now is the time to implement the right technology.

2024 CWR mockup

See how you stack up against your peers.

Our solution

Increase productivity with configurable advisor dashboards and automated workflows.

Our holistic wealth management platform provides practice- and household-level dashboards that are made up of configurable, persona-based widgets that facilitate better decision-making.

Green Checkmark
Investments

Access real-time holdings, activity, and profile information with compliant storage for books and records.

Green Checkmark
Integrations

Provide flexibility and efficiency to advisors by leveraging a suite of popular integrations with efficient single sign-on and bi-directional data flows.

Green Checkmark
Insurance

See a complete view of all life, long-term care, disability, and annuities alongside your investments, simplifying communication about key details like riders and beneficiaries.

Green Checkmark
Contact management and activity tracking

Utilize integrations with popular CRMs or leverage Advisor360°’s out-of-the-box functionality, creating a foundation for efficient data flow and relationship management.

Green Checkmark
Reporting and analytics

Gain in-depth reporting that provides insights into sales opportunities, helping to grow your business.

Green Checkmark
UDF

Our platform seamlessly aggregates, cleanses, reconciles, and enriches all data from your internal systems and third parties. This ensures it is of the highest quality before being presented consistently to all who interact with the information—making it easier to obtain insights and make decisions—and powering your private wealth advisor software experience.

Ready to get started?

Request a demo to see how our configurable Advisor Experience solution can help grow business and enable your private wealth advisor software journey.