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Financial Technology Year

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Advisor360° Unified Wealth Platform

from Advisor360°

Connected wealth management software providing a unified view of client data across investments, insurance, and banking products. Includes digital onboarding, portfolio management, financial planning tools, automated reporting, account reconciliation, client portal, and native mobile app to increase advisor efficiency.
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Category: Advisor Platforms
in: Wealth Management
Integrated solutions that support wealth advisors in managing client relationships, investments, and business operations.

Advisor360° Unified Wealth Platform


Category: Client Reporting Systems
in: Wealth Management
Platforms that generate personalized reports and statements for wealth management clients.

Advisor360° Unified Wealth Platform


Category: Portfolio Management Systems
in: Wealth Management
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.

Advisor360° Unified Wealth Platform


Category: Client Onboarding Platforms
in: Client Service and Operations
Digital solutions for streamlining new client acquisition, including electronic account opening, automated KYC (Know Your Client) processes, and digital signature capabilities.

Advisor360° Unified Wealth Platform


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