Advisor360°

Advisor360° is a wealth management technology company founded in 2019 and based in Weston, Massachusetts. It focuses on providing a flexible, enterprise-grade platform designed to enhance productivity and streamline operations for broker-dealers and financial advisors. The company's core offering is a comprehensive SaaS platform powered by its proprietary Unified Data Fabric® (UDF), which integrates data management across investment, insurance, and banking accounts. The platform includes a variety of configurable solutions such as Customer Relationship Management (CRM), digital onboarding, document management, workflow automation, and client dashboards. It also features tools for activity management, fee billing, and compliance-focused data storage. Advisor360° is committed to innovation, having invested over $1 billion in platform development and recently acquiring Parrot AI to enhance its technology offerings. The company is recognized for its scalability and has received accolades from industry publications for its contributions to wealth management technology.