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2025 Connected Wealth Report 

The #1 reason advisors switch firms is the desire for better technology. 

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Rob Bateman

Rob Bateman is Product Manager of Client and Mobile Platforms. With a background in developing client-facing products, Rob is responsible for creating experiences that enable better client/advisor collaboration and digital satisfaction.

3 min read

Building Trust at Scale: RIA Growth Insights from Rob Bateman and Iyana Harris

Independent advisors face a constant balancing act: how to grow their practices without losing the personal connection that sets them apart. In a recent webinar, Trust at Scale: A New Growth Playbook...

Technology RIA growth Client experience

2 min read

Transforming the Client Experience with Investor360°

In the world of wealth management, staying ahead of technological advancements is essential. As such, Advisor360° has taken a step forward by...

Productivity Technology Efficiency
Client working with tax advisor.

1 min read

Tax Day reminder for advisors using Advisor360°

With Tax Day quickly approaching, Advisor360° users can remind their clients of our integrations with TaxAct®, TurboTax®, or H&R Block® software,...

Technology Efficiency Partner ecosystem