Wealth OS

The foundation that connects your business.

Most firms operate with a disconnected collection of integrations and applications. Advisor360° Wealth OS brings them together into one coordinated system. The result: lower operational costs, faster onboarding, stronger adoption, and a platform built for what comes next—without rebuilding your architecture every time your business evolves.

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Choice without fragmentation.

Firms need a trusted foundation that connects custodians, managed accounts, insurance policies, CRM, planning, trading, documents, and more into one coordinated ecosystem.

When systems, workflows, and data work together, firms operate more efficiently, advisors work more effectively, and new capabilities—including AI—can be introduced without adding complexity. Advisor360° Wealth OS gives firms the flexibility to integrate new technologies and evolve over time without disrupting the advisor experience or rebuilding the operating model underneath it.

One trusted foundation
Create a consistent data foundation across advisors, clients, accounts, households, workflows, and applications.

One connected operating layer
Connect the systems and workflows that power the firm, from advisor activity to service, operations, supervision, and AI.

One consistent advisor experience
Give advisors a connected workday.

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Lower operational cost

Reduce the manual work, duplicate processes, and reconciliation burden created by fragmented systems.

Faster onboarding

Bring new advisors, teams, acquisitions, and applications into the platform with less operational drag.

Stronger advisor adoption

Give advisors a more connected experience that fits how they work instead of forcing them across disconnected tools.

More scalable operations

Support growth without adding operational complexity at the same pace.

Faster introduction of new capabilities

Integrate new applications, workflows, and AI-powered tools without rebuilding the firm’s architecture every time.

Better governance and entitlements

Manages access, roles, permissions, and firm-level controls so the right people can take the right actions with the right information.

Consistent householding data

Maintain connections across clients, accounts, households, documents, applications, and workflows to support a more complete view of the relationship.

AI is built into the operating system.

AI becomes more valuable when it operates with connected context. That means unified and trusted data. Connected workflows. Household intelligence. Embedded permissions. Enterprise controls. Operational context that follows the work.

Wealth OS gives firms the foundation to adopt AI capabilities faster, safer, and at scale, without rebuilding the architecture every time new tools or use cases emerge.

So AI is not just another feature layered onto disconnected systems. It becomes part of how the firm operates.

Automate the workday