Skip to content Skip main navigation
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.

  • WealthGuide and Compliance Icon

    WealthGuide® and Compliance

    Streamline, optimize, and personalize financial planning. Track decisions, advance collaboration, and demonstrate total value beyond traditional investment allocation, performance reports, and insurance planning.
  • Enhanced Digital Onboarding Icon

    Enhanced Digital Onboarding

    Open multiple accounts within a household simultaneously. Multi-account opening supports various account types to be created at once and allows them to be funded from up to five unique sources.
  • Next Gen Client Icon

    Next Gen Client Portal

    Implementation of an intuitive client portal and enhancements to our Digital Onboarding and Trading tool all reflect our rigorous commitment to advancement.

    Read the Press Release

  • Transfer funcionality illustration

    Multiple Transfer Functionality

    Enabled users to fund new accounts with asset transfers from multiple sources and collect all necessary data that can be pre-populated. Yodlee® integration allowed for the support of new aggregated account types.
  • 1-Click Review Screen

    Over 1 Million 1-Click Reviews

    Passed the one-million-mark milestone for its 1-Click Review® feature, with 1,023,342 reviews run over the past year as of March 31, 2023.
  • agreement express logo

    Agreement Express Acquisition

    Enabled the ability to seamlessly support investment and insurance accounts at every major custodian and clearing firm and offer a wider range of integrations with industry-leading CRM providers.
  • Hand Icon

    New Insurance Rider Access

    Launched updated rider capability, which adds access to a new layer of data to inform the financial planning process and create a more complete picture of their clients’ financial lives.
  • Piggy Bank Icon

    Enhanced Financial Planning

    Enhanced Goals, Proposals, Model Management & Rebalancing, Dependent Workflows, and Documents.
  • 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.

    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.
  • 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.