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.
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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. -
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. -
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 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. -
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. -
Enhanced Financial Planning
Enhanced Goals, Proposals, Model Management & Rebalancing, Dependent Workflows, and Documents. -
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. -
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 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
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. -
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.