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Bank wealth management

The next generation of essential technology for bank wealth management

Power your Retail Wealth, Private Bank, or Trust company with a flexible, scalable platform that unlocks advisor productivity.

 
 

How many of these problems sound familiar?

72% of bank advisors surveyed in our 2024 Connected Wealth Report said their technology needs improvement, which is significantly higher than the industry average.

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Slow account opening systems that hinder critical first impressions
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Lack of automation across your technology stack
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Inconsistent data that leads to a poor client experience
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Limited digital functionality that reduces client satisfaction
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Executive teams need to ask themselves what they stand for. Do they want to preserve the status quo or will they embrace innovative solutions that bring their firm forward?

Jeff Schwantz | CRO, Advisor360°

Advisor360° versus traditional data aggregation  | Download the report

Unlock your productivity potential

With Advisor360°’s flexible suite of solutions, Retail Wealth, Private Bank, and Trust companies can integrate our offerings into an existing technology stack—one solution at a time. This process—digital transformation—allows your business to incrementally replace outdated technology with modern, scalable tools that drive greater advisor productivity and efficiency while reducing risk and improving customer satisfaction.

Where to start your digital transformation

Digital Onboarding

Efficiently onboard clients using a single account opening solution for investment, insurance, and annuities across multiple custodians and direct sponsors.

Speed up account opening

Data and Reporting

Grow your business and efficiently prepare for client meetings using a single reporting solution across securities, insurance, financial planning, and CRM.

Wealth management reporting solution

Where we can grow with your firm

Advisor Experience

Improve advisor productivity and satisfaction by bringing together Digital Onboarding and Data and Reporting.

Centralized advisor experience

Books and Records

Reduce costs and risks associated with maintaining and operationalizing books and records so you can focus on strategic priorities.

Wealth management data storage

Client Portal

Increase advisor-client collaboration and attract the next generation of clients with an integrated client experience.

View client portal

Managed Accounts

Reduce costs and simplify surveillance with a comprehensive model management system, supporting rep as PM and third-party and multi-sleeve models.

See our complete set of solutions

Ready to get started?

Discover how a holistic, accessible data layer improves advisor satisfaction, retention, and productivity.

Get a demo