This post is part of our ongoing series highlighting Advisor360° leaders who are disrupting the wealth management industry for the better. Each story showcases how our team addresses the unique challenges firms face today—driving innovation, improving efficiency and empowering advisors to deliver more personalized, high-quality service.
Stay tuned as we continue to feature the professionals behind Advisor360°'s mission to transform the future of wealth management.
The Tech Challenge That Helped Me Understand True Integration
Several years ago, I worked with a large firm that wanted to integrate an additional wealth solution so their financial advisors could offer expanded services for their clients and prospects. We faced a major obstacle—finding a natural anchor point for the new platform.
The firm’s technology stack was a patchwork of legacy systems with no centralized platform for advisors to access everything they needed, creating inefficiencies in workflows and hindering the client experience.
That’s when I had an “aha” moment—many wealth management firms build their tech stack reactively. They start by integrating what their custodians need—account opening, management tools, etc.—and over time, they add technology from multiple providers to solve advisor and customer pain points. This approach creates a fragmented ecosystem that serves the needs of various stakeholders but not the firm or its advisors.
Firms, both established and emerging, need integrated technology solutions to help them scale—but they get stuck with outdated, disconnected systems. These inefficiencies pull their focus away from client service and innovation.
The Challenge for Wealth Management Firms
Many emerging firms are forced to rely on disjointed tech stacks, leading to operational inefficiencies and unhappy advisors. However, growth-focused firms can rise above that challenge. They can tap into their agility to leverage cost-effective, scalable technology to streamline operations and deliver personalized client experiences, giving them a competitive edge over competitors burdened by sluggish technology adoption.
This is why I joined Advisor360°—to help firms harness that agility and unlock growth.
Delivering Practical, Flexible Solutions
As a strategic accounts consultant at Advisor360°, I collaborate with RIAs and broker-dealers to identify which technology solutions can improve advisor productivity and home-office efficiency while ensuring compliance. The Advisor360° platform allows me to deliver flexible, configurable solutions that streamline everything from digital onboarding and data management to reporting and account opening.
Ultimately, the firm I mentioned earlier could only make the platform available to half of their advisors. This left the other half frustrated and unable to access the new solutions.
Had they implemented a central framework like the one Advisor360° offers, every advisor would have had access to a reliable universal data hub, enhancing both efficiency and client outcomes.
Unlocking Growth and Efficiency with Advisor360°
Not every firm needs an all-in-one platform. Many are better served by flexible tools that fit into what they already have. When Advisor360° began offering modular solutions like digital onboarding, I knew it was the right time to get involved. Their leadership and industry expertise made it clear they understand the changing needs of the firms I’ve worked with for years.
Firms that transition to Advisor360° see a 25% increase in advisor productivity within just six months. With the right technology in place, they are able to shift their focus to what matters most: their clients. Advisor360°’s modular solutions help streamline operations and make everyday tasks more efficient, leading to better results.
Now, I work with firms to unlock their potential through flexible tools that drive growth, improve workflows and keep them compliant.
Let’s Have a Conversation
Whether you're struggling with outdated systems, seeking more efficient workflows or exploring scalable solutions, let’s schedule a meeting to discuss how we can address your firm’s specific needs.
Jesse Lewis
