3 min read
Design your WealthTech platform for actual users
How we focus on user needs at every phase of the design process What do the most successful products have in common?
Advisor360° FinTech Talk
Get in-depth views on wealth management innovation, insights and strategies from our thought leaders, and financial technology tips you can use today.
3 min read
Digitally transform the wealth management workflow
Choose a vendor, supplier, or true partner you can rely on When a wealth management company makes a decision to “bank” on core, supplier-provided,...
2 min read
2020: A year in review through the lens of digital data
2020 was a year unlike any other. And many of us are looking forward to turning the calendar page to 1/1/2021 and to a fresh start of a new year…one...
3 min read
How uncertainty and support drive customer success
The importance of having the right service support systems in place Our ability to adapt. It’s critical, especially in times like these when we’re...
3 min read
The importance of protecting your enterprise data
How we ensure data you can trust Advisor360° is a product company, but as Jed Maczuba, Chief Technology Officer, highlighted in his recent blog,...
3 min read
Advisor360°’s COVID-19 response: A digital transformation
To say this pandemic hasn’t been easy on businesses could be the understatement of the year.
4 min read
How WealthTech integration captures data’s power
Holistic, integrated technology lets broker-dealers, advisors, and their clients share a common view of an entire book of business Data is the...
4 min read
Advisor360°: A proven productivity advantage
To understand how something got to where it is, you have to start by going back to its origins—and the journey from then to now. Advisor360°: origins...
3 min read
Five best practices for advisor-client partnership
How to increase collaboration in a time when we’ve never been more physically distant Most of us never saw it coming.
3 min read
Advisor360°’s wealth management superpowers
The two technological advantages that drive productivity For any technology company, it’s always about the product.
2 min read
Building stronger wealth management relationships
How we help wealth management professionals strengthen client collaboration I started out in the burgeoning days of software, before dot coms, and...
3 min read
Major trends in WealthTech
I’m often asked by co-workers or industry pundits “what’s next?” in the world of WealthTech.