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Technology milestones

Top wealth management: Our journey of innovation in the wealth tech industry

Advisor360° is committed to continually upgrading and enhancing its platform so that broker-dealers can stay one step ahead of the digital transformation occurring in wealth management. Here are some of our most recent wealth management technology milestones from the last year.

  • CRM integration illustration

    CRM integration

    Launched new CRM integration and enhanced Beneficiaries capability that consolidates beneficiary information across investment and insurance products into our investor portal.
  • AICPA SOC

    SOC 2 Type 2

    Successfully completed System Organization Control (SOC 2 Type 2) and third-party HIPAA audits that examined information security practices as well as confirmed data security requirements.
  • Bundling icons

    Automated Document Bundling

    Launched Automated Document Bundling, allowing broker-dealers to complete new account case volumes faster by reducing the number of cases and enriching information across documents.
  • Charles River

    Charles River partnership

    Announced strategic partnership with Charles River® Development, a State Street Company, creating an innovative and differentiated wealth management solution for the industry.
  • Digital onboarding screen

    Digital Onboarding

    Introduced low-code Digital Onboarding to simplify and automate the completion of account documents, saving an average of 80 hours of account paperwork per week.
  • Offerings icons

    Introduced three offerings

    Launched Essentials, Extended, and Enterprise configurable platform offerings that scale to meet the needs of wealth management firms at varying stages of growth.
  • MassMutal Coverpath

    MassMutual rollout

    Advisor360° platform rolled out to the Massachusetts Mutual Life Insurance Company, including 20,000 advisors and staff whose customers have $920 billion in assets under advisement.