As the world becomes increasingly digital, the finance industry is seeing a wave of innovation in technology-driven solutions. Advisor360° is one such platform that is transforming the wealth management industry by streamlining advisor workflow, increasing productivity, and driving enterprise growth.
A Revolutionary Wealth Management Platform
Advisor360° is a SaaS platform that integrates and builds technology for wealth management firms. The platform provides a connected digital wealth experience to financial advisors, their clients, and the home office, enabling firms to drive better outcomes and innovate quickly, resulting in increased growth and deeper relationships.
The company’s proprietary Unified Data Fabric™ (UDF) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. This allows wealth management firms to seamlessly connect their existing systems and applications, reducing the need for manual data entry and increasing efficiency.
Advantages for Clients and Advisors
Advisor360°’s platform brings several advantages to both clients and advisors. For clients, the platform provides a seamless and intuitive digital experience that allows them to access their portfolio information and communicate with their advisor easily. They can also access financial planning tools, insurance, and other wealth management services in one place.
Industry Recognition and Growth
Advisor360°’s innovative platform has won several awards, including the 2021 WealthManagement.com Industry Award for Best Technology Provider – Portfolio Management, the 2021 Family Wealth Report Award for Best Portfolio Management Solution, and the 2020 WealthManagement.com Industry Award for Best Technology Provider – Client Experience.
Advisor360° is committed to continuous innovation and delivering value to its customers. The company is constantly enhancing its platform to provide the latest technology and meet the changing needs of the wealth management industry. It is also expanding its team of talented professionals to drive further growth and success.
Advisor360° is a game-changer in the wealth management industry. Its innovative platform streamlines advisor workflow, increases productivity, and drives enterprise growth. With a commitment to continuous innovation, Advisor360° is poised to shape the future of wealth management.
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