In the Loop: Year in review 2022

Throughout the year, we have added new capabilities and features including our goals, proposals, and award-winning Digital Onboarding tools. These improvements, coupled with our dedication to providing enterprise-class software, tell the story of our delivering frequent innovations throughout the year.

Advice360°: How Digital Onboarding aids wealth advisors

Meredith Connell, Product Manager for Account Operations, showed wealth managers how our account opening tools save them time and give them a competitive advantage. Read Advice360°: How Digital Onboarding aids wealth advisors.

The value of our Unified Data Fabric

I interviewed key team members to explain how our Unified Data Fabric™ (UDF) collects and enriches all types of data from hundreds of sources and consolidates it into a rich, unified format. Read The value of our Unified Data Fabric.

Seven-step financial planning process

Patrick Noonan, Product Manager for Wealth Management and Insurance, outlined a seven-step financial planning process to help guide CFP® certificates through the planning process with their clients and prospects.

• Read Step 1: Understanding your client’s personal and financial circumstances
• Read Steps 2–4: Goals and planning processes
• Read Steps 5–6: Presenting and implementing your client’s financial goals
• Read Step 7: Monitoring progress and updating

Advice360°: How our goals, proposals, and document vault capabilities increase advisor efficiency

Patrick Noonan showed financial advisors how our new goals, proposals, and document vault capabilities can save them time and enhance their clients’ experiences. Read Advice360°: How our goals, proposals, and document vault capabilities increase advisor efficiency.

Enterprise-class software series

And last but not least, we created a five-part series to share our thoughts on what it takes to build an enterprise-class software company. You cannot build an enterprise-class software company without compliance, software development, services, and security. 

What it takes to build an enterprise-class software company
Rich Napolitano, Chief Executive Officer, described what it takes to build an enterprise-class software company with the goal of delivering your product at the highest level. Read What it takes to build an enterprise-class software company.

Creating a culture of enterprise-class compliance
Brendan Daly, General Counsel, discussed enterprise-class compliance and why it is an essential part of financial services platforms. Read Creating a culture of enterprise-class compliance.

Enterprise-class software development for top wealth management firms
Jed Maczuba, Senior Vice President, Chief Technology Officer, explained the steps required to build software for a complex ecosystem. Read Enterprise-class software development for top wealth management firms.

Enterprise-class service: Our commitment to our customers’ success
Doug Wood, Senior Vice President, Customer Success & Operations, explained what it takes to make wealth management platforms always available, highly performant, and proactively serviced. Read Enterprise-class service: Our commitment to our customers’ success.

Building trust with enterprise-class security
Alex Cunningham, Senior Vice President, Chief Information Security Officer, shared why building trust is a key result of enterprise-class security. Read Building trust with enterprise-class security.

Ronnie Campbell is a Content Marketing Associate at Advisor360°, responsible for generating insightful and engaging content that develops the company’s social media presence and story.