Advisor360°

Leverage our SaaS WealthTech platform to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk.

[Advisor360° @Advisor360]

Parrot AI® from Advisor360° added to the #FinTech Map. Check out more of the Latest in Financial #AdvisorTech 👇 (via @MichaelKitces).

[MichaelKitces @MichaelKitces]

This month's #AdvisorTech kicks off with RightCapital announcing a new feature to streamline switching changing financial planning software with a new data migration tool, by scanning uploaded documents from eMoney and automatically importing into RightCapital: https://t.co/C6SeQ4qoIt

And more interesting announcements:
-Advyzon has announced the upcoming launch of a new financial planning offering to complement its portfolio management and CRM tools
-Elements has reportedly been foreclosed on by its creditors
-Several high-profile former AdvisorTech founders have teamed up to launch Hamachi, a new tool for quickly generating AI-created email responses to clients' investment questions
-Jump has announced its acquisition of the human-driven meeting transcription service Mobile Assistant
-Dispatch, a "data orchestration" solution for advisory firms, has raised $18M in Series A funding

And new additions to the #FintechMap:
-Parrot AI by Advisor360 (Client Meeting Support)
-SS&C | Advent Genesis (Portfolio Management)

[Advisor360° @Advisor360]

Midway through #SchwabIMPACT 2025 and the energy’s still sky-high!

The @Advisor360 team is having incredible conversations in Denver - connecting with advisors, exploring AI-driven innovation, and sharing how unified technology helps firms reach new altitudes in client experience.

Stop by Booth #1809 to say hello to us or catch a demo before the conference wraps.

#RIA #WealthTech #Fintech #AI

[Advisor360° @Advisor360]

We’re redefining RIA technology at #SchwabIMPACT 2025.

It’s time to turn your tools into intelligence.

Advisor360° is bringing enterprise-grade power to RIAs — with unified technology that helps firms work smarter, faster, and more intelligently.

Discover how your firm can benefit from a complimentary technology assessment.

Learn more ➡️ https://t.co/HJ6YaRS09L

#Advisor360 #RIA #WealthTech

[Advisor360° @Advisor360]

AI is reshaping #wealthmanagement — but most firms are held back by their tech stack.

If your AI insights feel unreliable, it’s often due to one of these four foundational flaws:

➡️ Siloed Systems: The AI only sees part of the client’s picture.
➡️ No Data Normalization: The AI gets confused by mismatched data.
➡️ Weak Access Controls: The AI shares information it shouldn’t.
➡️ Limited APIs & Integrations: The AI can observe what happened but can’t act on it.

Before you can trust AI to surface insights or recommend next-best actions, it needs unified, normalized, and secure data.

In our latest blog, Advisor360° Product Architect Paul Morville explains how to fix your data foundation and unlock reliable, transformational AI.

Read more 👉 https://t.co/VTILvH9hSZ

#WealthTech #Fintech #ParrotAI

[Advisor360° @Advisor360]

🚀Our AI teammate - Parrot AI - just got even better…now helping financial advisors read, summarize, and interpret client data directly from CRMs and uploaded documents!

@InvestmentNews spoke with our Chief Product & Engineering Officer, Mat Mathews, about how #Advisor360 is reimagining how advisors use AI - empowering them to instantly understand client data and scale personalized advice across households like never before.

#wealthtech #fintech #financialadvisors

[InvestmentNews @investmentnews]

Advisor360 expands Parrot AI to help financial advisors read, summarize, and query client documents.

https://t.co/OdsJPexiHC

[Advisor360° @Advisor360]

Introducing the next evolution of Parrot AI® from Advisor360°™!

Advisors don’t just manage portfolios - they manage people, families, and relationships. Parrot is designed to help advisors go beyond data and truly know their clients.

What’s New:

➡️ Understanding the Family: Parrot can now understand the needs and dynamics of the entire household - surfacing insights that help advisors anticipate opportunities, coordinate across generations, and deliver holistic, personalized advice.

➡️ Gathering Intelligence From Documents: Parrot learns from your client documents to reveal key insights during meetings or follow-up.

➡️ Working With Your CRM: Connecting with Redtail, Wealthbox, Salesforce XLR8, and HubSpot - Parrot can understand your client data and uncover deeper insights.

➡️ Enterprise-Grade Compliance: Enhanced PII redaction and visual consent tracking ensure secure, compliant, and transparent client interactions.

Discover how Parrot AI® can help you build deeper relationships and deliver more personalized advice.

👉 Read the full announcement: https://t.co/nE92lGGBcb

#WealthManagement #FinancialAdvisors #FinTech #WealthTech #ArtificialIntelligence #ClientExperience

[Advisor360° @Advisor360]

Wearing two hats as a business owner and a wealth manager? The balancing act is getting tougher. Client expectations are rising, and the advisor workforce is shrinking.

The goal is to grow clients, not your workload. But how?

In our latest blog, Advisor360° Director, Product Marketing, Rob Bateman and Catalyst Co-Founder, Iyana Harris share their playbook for building trust at scale.

Discover why:

☑️ True scale comes from repeatability and experience, not headcount.

☑️ An integrated tech stack is a non-negotiable for delivering a concierge-like experience.

☑️ Proactive, human conversations are the ultimate output of winning technology.

Winning tech makes more room for the human touch. Learn how to get there in our latest blog post, featuring highlights from their recent webinar. 👇

https://t.co/KB0fTdGPAM

#WealthManagement #FinancialAdvisors #FinTech #RIA

[Advisor360° @Advisor360]

Many AI notetakers for financial advisors have a security secret. 🤫

They may allow employees access to your client meeting data for testing, marketing, and/or support. As an advisor, that's a risk you can’t afford.

October is #CybersecurityAwarenessMonth, the perfect time to scrutinize the tech in your stack. Compliance reports like SOC 2 are a start, but they don't reveal the whole story about a vendor's true commitment to security.

Advisor360° product architect and Parrot AI co-founder, Paul Morville, shares 3 critical questions you MUST ask any AI vendor before trusting them with your data:

1️⃣ Who at your company has access to my data? (And can I get that in writing?)
2️⃣ How many dedicated security professionals are on your team?
3️⃣ How much did you spend on your last “pen test”?

The answers might surprise you. Learn why these questions are non-negotiable and how to protect your practice: https://t.co/jGnTeR5sJw

#WealthTech #FinTech #FinancialAdvisors

[Advisor360° @Advisor360]

Does upgrading your tech feel like rebuilding the plane in mid-flight? ✈️

For wealth management firms, the thought of a technology transition can be daunting. No one can afford to pause client meetings, slow down operations, or create compliance gaps.

Standing still is not the safe option, so how do you embrace change without causing disruption?

In our latest blog, Director of Product Design, Caitlin Rouille, outlines strategies to do just that. She covers ways to protect business continuity with:

✔️ Role-based onboarding that respects everyone's time.
✔️ Mapping current workflows into the new system for familiarity.
✔️ Prioritizing clean data migration to prevent downstream chaos.

Stop letting the fear of transition hold back your growth.

Read the full post here: https://t.co/WeEkUl3f0P

#WealthManagement #FinTech #WealthTech #FinancialAdvisors

[Advisor360° @Advisor360]

Are you ready to transform every stage of your client-meeting workflow? Check out Parrot AI® by Advisor360°. The CRM-focused AI assistant built for financial advisors.

Here's what Parrot AI can do for you:

✅ Organize by household: Capture insights, documents, and actions to manage complex, multi-generational relationships.

✅ Save time: Automate meeting prep, capture meeting notes, create tasks, and automate follow-up actions.

✅ Stay Compliant & Secure: Leverage enterprise-grade security to meet SEC/FINRA requirements, with features like client consent controls and data encryption.

Parrot AI extends the Advisor360° platform with the power of an all-knowing AI assistant for client interactions. It's that simple.

Ready to see it in action? Find out more and start your free trial today: https://t.co/auseeLa2bO

#FinancialAdvisors #FinTech #Wealthtech #FINRA

[Advisor360° @Advisor360]

We’re excited to share that Advisor360° has been named a finalist in two categories of the 2025 @ThinkAdvisor Luminaries Awards!🏆

👏Thought Leader of the Year - Congratulations to Advisor360° President Darren Tedesco!

👏Product or Service Innovation - Highlighting our acclaimed Digital Onboarding solution.

The Luminaries Awards celebrate the visionaries shaping the future of financial services and fundamentally improving how our industry operates.

These nominations recognize our team's vast expertise and unwavering commitment to helping financial professionals succeed and thrive.

See you in December!

#FinancialAdvisors #FinTech #TALuminaries

[Advisor360° @Advisor360]

#WealthManagement holds a treasure trove of valuable insights, ready to help us make smarter decisions.

In our latest blog, Group Product Leader Mohit Daga shares practical tips on how to identify and interpret hidden signals in your daily operations to:

🔮 Predict retention challenges before they surface.

📈 Pinpoint behaviors that drive growth and efficiency.

🤝 Deepen client trust by truly understanding their needs.

This isn't theoretical – it's about creating a proactive, resilient, and client-centric future.

Learn how you can tap into the insights you already have: https://t.co/09FEn3D8MZ

#FinTech #FinancialAdvisors #WealthTech

[Advisor360° @Advisor360]

We’re honored to be named a top portfolio management software by @investmentnews! Here's why advisors trust our platform to grow their business:

✅ Householding Logic for a holistic client experience.

✅ Workflow Engine to save time and scale smarter.

✅ Unified Data Model for a single source of truth.

Learn more about how our unified platform helps manage every step of the client journey: https://t.co/gxzYclefcL

#FinTech #WealthManagement #FinancialAdvisors

[Advisor360° @Advisor360]

AI-driven platforms are no longer a futuristic concept - they're the key to unlocking the next level of efficiency and growth for financial advisors.

Advisor360° President, Darren Tedesco, shares his top takeaways from @FutureProof_HQ Festival 2025, including how:

➡️ AI is poised to move beyond simple tasks to create seamless, cross-capability workflows.

➡️ The future of hashtag#wealthtech isn't in point solutions, but in unified, AI-centric platforms that connect an entire firm's technology.

➡️ The ultimate goal of technology should be to help advisors deliver higher quality advice, not just save time (echoing @MichaelKitces's compelling keynote).

Read more about the trends shaping the future of #wealthmanagement: https://t.co/BfpRPUSIxz
#WealthTech #FinTech #FutureProofFestival

[Advisor360° @Advisor360]

Advisor360° wins! 🏆 We're honored to receive a 2025 @wealth_mgmt Industry Award for our Next Generation Digital Onboarding solution. Our Account Transitions technology automates moving client books to help #financialadvisors start their new firms smoothly. Learn more: https://t.co/P1Kb8wCMe0

#Wealthies2025 #DigitalOnboarding #FinTech #WealthTech #Wealthies

[Advisor360° @Advisor360]

@wealth_mgmt 🙋

[Advisor360° @Advisor360]

We won the 2025 Wealth Management Industry Award for Client Onboarding & New Account Opening! A big thank you to @WealthManagement!
#Wealthies #WealthTech #FinTech

[Wealth Management @wealth_mgmt]

Congratulations @Advisor360 Advisor360, winner of the TECHNOLOGY PROVIDERS: Client Onboarding/New Account Opening category of the 2025 Wealth Management Industry Awards! #Wealthies

[Advisor360° @Advisor360]

Huntington Beach, here we come!🌴 The Advisor360° team is heading to #FutureProofFestival from Sept 7-10. Ready to talk advisor tech and network with the best, under the California sun.☀️ Let's connect and meet up: https://t.co/azUBydJq4q #FinTech #WealthTech #FinancialAdvisors #AdvisorTech

[Financial Planning @finplan]

Matt Middleton, founder and CEO of @FutureProof_HQ, on what's new at this year's event, why speakers pushing the envelope on stage is a strategic choice, how they choose the musical acts and more: #futureproof #wealthmanagement #financialplanning
https://t.co/yI1sKmytLi

[Advisor360° @Advisor360]

Is your firm's AI notetaking compliant w/FINRA & SEC rules? Be sure your tool has transparent features like visual indicators & participant controls. Learn more in Part 1 of our blog series focused on a critical first step: client consent.🖥️🪙 #WealthTech #Compliance #AI #FinTech