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Insights
2025 Connected Wealth Report Special Edition

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

Read the latest report

Bank wealth management

The next generation of essential technology for bank wealth management

Power your Retail Wealth, Private Bank, or Trust company with a flexible, scalable platform that unlocks advisor productivity.

How many of these problems sound familiar?

72% of bank advisors surveyed in our 2024 Connected Wealth Report said their technology needs improvement, which is significantly higher than the industry average.
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Slow account opening systems that hinder critical first impressions

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Slow account opening systems that hinder critical first impressions

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Inconsistent data that leads to a poor client experience

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Limited digital functionality that reduces client satisfaction

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Executive teams need to ask themselves what they stand for. Do they want to preserve the status quo or will they embrace innovative solutions that bring their firm forward?

Jeff Schwantz | CRO, Advisor360°

Unlock your productivity potential

With Advisor360°’s flexible suite of solutions, Retail Wealth, Private Bank, and Trust companies can integrate our offerings into an existing technology stack—one solution at a time. This process—digital transformation—allows your business to incrementally replace outdated technology with modern, scalable tools that drive greater advisor productivity and efficiency while reducing risk and improving customer satisfaction.

Where to start your digital transformation
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Digital onboarding
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Data and reporting

Where we can grow with your firm
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Advisor experience
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Books and records

Reduce costs and risks associated with maintaining and operationalizing books and records so you can focus on strategic priorities.

Wealth management data storage

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Client portal
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Managed accounts

Ready to get started?

Discover how a holistic, accessible data layer improves advisor satisfaction, retention, and productivity.

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