Welcome to the Startup Showcase, where we highlight groundbreaking companies that are transforming industries with their innovative solutions. In this edition, we bring you Advisor360°, a leading wealth management platform that is revolutionizing the way financial advisors work and driving enterprise growth. With its integrated technology and connected digital wealth experience, Advisor360° is reshaping the landscape of the wealth management industry.
Streamlining Advisor Workflow for Enhanced Productivity:
In the fast-paced world of wealth management, efficiency is key. Advisor360° understands this and has developed a comprehensive suite of tools that streamline advisor workflow, allowing them to focus on what matters most: delivering exceptional service to their clients. From portfolio and performance reporting to financial planning, insurance, proposal generation, and trading, Advisor360° provides a unified platform that simplifies these tasks, saving advisors valuable time and effort. By automating manual processes, advisors can dedicate more time to building deeper relationships with their clients and driving better outcomes.
Driving Enterprise Growth through Innovation:
Innovation is at the heart of Advisor360°. By leveraging cutting-edge technology, the company empowers wealth management firms to innovate quickly and adapt to the ever-changing industry landscape. The open architecture SaaS platform offered by Advisor360° enables seamless integration with existing technology stacks, ensuring a smooth transition for firms. This integration allows for easy access to a wide range of services, including digital onboarding, document management, analytics, and compliance. By embracing innovation, Advisor360° enables wealth management firms to stay ahead of the curve and drive increased growth.
Delivering a Connected Digital Wealth Experience:
Advisor360° understands that today’s clients expect a personalized and connected digital experience. With their award-winning integrated platform, Advisor360° brings together financial advisors, their clients, and the home office in a connected digital wealth experience. Through this platform, clients can access their portfolios, monitor performance, and communicate with their advisors seamlessly. The platform’s proprietary Unified Data Fabric™ (UDF) serves as the foundation, weaving together shared services and pre-built integrations to provide a comprehensive and cohesive experience. This connected approach enhances client satisfaction and strengthens the advisor-client relationship.
Advisor360° is revolutionizing the wealth management industry by providing a comprehensive platform that streamlines advisor workflow, drives enterprise growth, and delivers a connected digital wealth experience. With their integrated technology solutions, wealth management firms can enhance productivity, innovate quickly, and deepen relationships with their clients. As a result, three million households with $1 trillion in assets are already benefiting from the connected Advisor360° experience.