Advisor360°
Curated by SignalWealth management software suite streamlining operations for financial advisors.
Overview
Advisor360° offers a wealth management software suite aimed at improving operations for wealth managers and financial advisors. The platform includes features such as CRM capabilities, portfolio management, performance reporting, and financial planning, with enhancements from AI and machine learning for predictive analytics. It targets insurance broker-dealers, independent broker-dealers, and RIA aggregators, focusing on the challenges of managing software and infrastructure. The platform aims to facilitate operational efficiency and client engagement through a unified data fabric and various integrations, while also incorporating compliance features to support regulatory requirements. Advisor360° provides advisors with connected data and applications to assist in decision-making.
Key facts
- Founded
- 2019
- Headquarters
- Weston, United States
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 5 products and services
- Sign up to view
Contact
- Primary office
- Sign up to view
- Phone
- Sign up to view
Open roles
48 rolesTotal Rewards Analyst
Needham, MA · On-site · Volunteer
Senior IT Specialist
Needham, MA · On-site · Volunteer
Enterprise Account Executive
United States · On-site · Volunteer
