The Advisor360° platform brings together an AI-native wealth operating system, a Unified Data Fabric®, native and third-party applications, and AI agents in one system. Everything is connected, so data, workflows, and intelligence move across the platform without manual handoffs or fragmented records.
Advisor Intelligence
AI that assists, and agents that act.
Advisor360° puts ambient AI to work across the advisor workday. AI assists advisors in the moment, surfacing what matters as work happens, and agents carry multi-step work forward on a single governed record the platform owns. With data that is trusted, agents can act, not just suggest, with advisors applying their judgment.
The tools advisors need, connected in one experience.
Advisor360° combines native and third-party applications across the advisor workday. Everything connects through the same Unified Data Fabric®, allowing advisors and firms to extend the platform with any additional tools their practice requires without creating new silos.
The Unified Data Fabric® connects client, account, and transaction data across custodians, market data providers, account aggregators, insurance carriers, and banking sources. Advisor360°’s proprietary householding logic brings that information together so advisors see one client, one household, and one complete picture. Clients see a unified view of their financial lives, regardless of where the data originates.
Wealth OS is the foundation that powers every workflow, application, and interaction on Advisor360°, ensuring data, permissions, workflows, and AI work together securely and consistently. AI is built into the core of the system, not bolted on as a separate tool.
Advisor360° Wealth OS is the operating system that powers the Advisor360° platform and ecosystem. It connects workflows, applications, integrations, permissions, and AI across the advisor workday—so firms can modernize without forcing advisors into disconnected tools.
The Unified Data Fabric® is the single connected data layer that unifies client, account, and transaction data across the Advisor360° platform. Data flows in from multi-custodian feeds, market data providers, account aggregation services, insurance carriers, product manufacturers, and banking data feeds into a single record for every client and household.
Advisor360° includes native applications spanning the advisor workday, including CRM, Financial Planning, Portfolio Reporting, Practice Intelligence, Document Vault, Insurance, Digital Onboarding, Fee Billing, Trading and Model Management, the Investor360° client portal, and home office applications. Third-party applications connect to the platform through the same unified data fabric.
Within Advisor360°, AI assists advisors within applications, and AI agents execute tasks across the platform against a single governed record, always with a human in the loop. Because the AI operates on the Unified Data Fabric®, it sees the full advisor workday—client, portfolio, compliance, and workflow—and can take action across all of it.
The Advisor360° open ecosystem gives firms the flexibility to use the applications and data sources that fit their business while keeping the advisor experience connected. Wealth OS and the Unified Data Fabric® connect custodian feeds, market data, account aggregation, insurance, banking sources, and third-party applications with Advisor360°’s native applications in one platform.
See the Advisor360° platform in action.
One platform. The complete advisor workday, connected.
