July 2024
Enhanced Home Office Dashboard
Access real-time insights and aggregate critical data to drive decision-making. Customize features to track performance metrics and optimize workflows, fostering collaboration and aligning teams with business objectives.
July 2024
Bulk Onboarding for Account Transitions
Onboard up to 6,000 client accounts in 90 seconds, dramatically streamlining advisor transitions. Minimize manual entry, enhance compliance and data accuracy, and allow advisors to focus on building client relationships and delivering exceptional service.
July 2024
November 2023
WealthGuide® and Compliance
Streamline, optimize, and personalize financial planning. Track decisions, advance collaboration, and demonstrate total value beyond traditional investment allocation, performance reports, and insurance planning.
November 2023
Enhanced Digital Onboarding
Open multiple accounts within a household simultaneously. Multi-account opening supports various account types to be created at once and allows them to be funded from up to five unique sources.
November 2023
August 2023
Next Gen Client Portal
Implementation of an intuitive client portal and enhancements to our Digital Onboarding and Trading tool all reflect our rigorous commitment to advancement.
April 2023
Multiple Transfer Functionality
Enabled users to fund new accounts with asset transfers from multiple sources and collect all necessary data that can be pre-populated. Yodlee® integration allowed for the support of new aggregated account types.
April 2023
April 2023
Over 1 Million 1-Click Reviews
Passed the one-million-mark milestone for its 1-Click Review® feature, with 1,023,342 reviews run over the past year as of March 31, 2023.
January 2023
Agreement Express Acquisition
Enabled the ability to seamlessly support investment and insurance accounts at every major custodian and clearing firm and offer a wider range of integrations with industry-leading CRM providers.
January 2023
January 2023
New Insurance Rider Access
Launched updated rider capability, which adds access to a new layer of data to inform the financial planning process and create a more complete picture of their clients’ financial lives.
September 2023
Enhanced Financial Planning
Enhanced Goals, Proposals, Model Management & Rebalancing, Dependent Workflows, and Documents.
September 2023
June 2022
CRM integration
Launched new CRM integration and enhanced Beneficiaries capability that consolidates beneficiary information across investment and insurance products into our investor portal.
May 2022
SOC 2 Type 2
Successfully completed System Organization Control (SOC 2 Type 2) and third-party HIPAA audits that examined information security practices as well as confirmed data security requirements.
May 2022
April 2022
Automated Document Bundling
Launched Automated Document Bundling, allowing broker-dealers to complete new account case volumes faster by reducing the number of cases and enriching information across documents.
March 2022
Charles River partnership
Announced strategic partnership with Charles River® Development, a State Street Company, creating an innovative and differentiated wealth management solution for the industry.
March 2022
February 2022
Digital Onboarding
Introduced low-code Digital Onboarding to simplify and automate the completion of account documents, saving an average of 80 hours of account paperwork per week.
June 2021
MassMutual rollout
Advisor360° platform rolled out to the Massachusetts Mutual Life Insurance Company, including 20,000 advisors and staff whose customers have $920 billion in assets under advisement.
June 2021
Since our formation in 2019, more than $1 billion has been invested into the Advisor360° platform. Founded by financial advisors for financial advisors, Advisor360° has a unique understanding of the technologies broker-dealers need to operate their businesses while maximizing their advisors’ productivity.