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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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. -
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. -
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.