Unified Data Fabric®

A single source of truth for the advisor experience.

Advisor360°’s Unified Data Layer, powered by our proprietary Unified Data Fabric®, turns fragmented wealth data into a single source of trusted intelligence that powers advisors, clients, workflows, operations, and AI.

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From fragmented data to shared intelligence.

Wealth management has a data fragmentation problem. 

Advisors and home-office teams work across custodians, insurance providers, systems, documents, client communications, and more. Each has its own data structure, identifiers, records, and context.

Advisor360° brings that data together so every application, workflow, and AI experience can operate from shared intelligence. At the center is the Unique Party Record™—a single, consolidated profile that connects individuals, organizations, and entities across systems, eliminating duplicate records and fragmented information.

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Solving data fragmentation

The Unified Data Layer brings together data from across the wealth ecosystem and makes it usable across the platform.

Aggregates

Connects data from hundreds of sources and systems.

Normalizes and cleans

Standardizes data across sources, removes duplication, reconciles inconsistencies, and creates more reliable records.

Enriches with context

Organizes information around households, advisors, accounts, workflows, and activities so the data reflects the relationship, not just the record.

Updates continuously

Keeps data current so advisors, clients, home-office teams, workflows, and AI capabilities can operate from a trusted view.

Reconciles and validates

Combines automation with human oversight to help maintain data quality where it matters most: in the advisor experience, the client experience, and the home office.

Trusted data changes the way the firm works.

When data is fragmented, advisors lose time, clients lose confidence, AI can’t act effectively, and firms carry operational risk. With the Unified Data Layer, firms can create more consistent, trusted experiences across the business.

Save advisor time

Reduce manual lookups, duplicate records, and reconciliation work across disconnected systems.

Strengthen client trust

Give advisors and clients a more consistent view of the household relationship, so conversations start from shared understanding.

Improve operational confidence

Support books and records, compliance oversight, reporting, and audit readiness with cleaner, more consistent data.

Power holistic advice

Bring together investments, insurance, and banking around the full household picture.

Prepare for AI

Give AI capabilities the unified context they need to produce more useful, reliable, and compliant outcomes.

Your data should not be trapped.

The Unified Data Layer makes the open ecosystem real at the data level.

Advisor360° provides access through APIs and Snowflake Data Sharing, so firms can power native applications, third-party systems, AI agents, analytics, and reporting on their own terms.

Firms with existing data investments can extend them. Firms without them get analytics and reporting infrastructure included.

Either way, the data foundation stays connected and consistent by design.
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Build on data your firm can trust.

The Unified Data Layer gives firms one connected data foundation for advisors to build their business and provide a personalized client experience.
Less fragmentation. More trust. A platform ready for what comes next.

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