Advisor360°TM, the AI-native operating system for the advisor experience, and Conquest Planning, a technology platform modernizing financial planning with customized advice across the wealth spectrum, announced a new partnership to embed financial planning capabilities directly within the Advisor360° platform. The Advisor360° Planning solution reflects a continued focus on unifying the advisor’s thread of work across planning, execution, and client management, helping families reach their financial goals.
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“The future of advice is built on connected workflows that unify the advisor workday. Embedding planning allows insights to flow directly into execution and ongoing client engagement.” Scott Freeland, Vice President of Product Management at Advisor360°
Financial planning has become central to modern advice. Yet for most firms, it remains disconnected within the advisor’s workday. Advisors move between systems, re-enter data, and manually carry insights from plan creation into execution and service. This fragmentation slows decision-making, introduces operational risk, bifurcates the client experience, and limits the ability to deliver consistent client outcomes.
Advisor360° is addressing this challenge by embedding financial planning within its advisor and investor experience, where data, workflows, and client context remain intact from discovery through ongoing advice.
The platform has long supported integrations with leading financial planning solutions providers, including eMoney, MoneyGuide, and RightCapital. It is now expanding that choice to include financial planning built directly into the Advisor360° platform, powered by Conquest Planning.
“The future of advice is built on connected workflows that unify the advisor workday,” said Scott Freeland, Vice President of Product Management at Advisor360°. “Embedding planning allows insights to flow directly into execution and ongoing client engagement.”
Connected Planning Within the Advisor Workday
With a native experience, advisors can initiate, access, and manage financial plans seamlessly, while maintaining household context across every step of the client lifecycle.
Key capabilities will include:
- Creating and managing financial plans directly within Advisor360° without losing context
- A hybrid goals- and cash-flow-based planning engine that enables both rapid plan creation and robust financial analysis
- Plan outputs that flow into CRM, reporting, and service workflows to support ongoing client management with embedded insights
- Direct collaboration with clients through the investor portal, enabling data gathering, transparency, and always-on access to the plan
- A foundation for intelligent insights and alerts, with future enhancements that will surface planning-driven opportunities through built-in AI assistants
This ensures that financial planning is a continuous part of the advisor’s workflow from insight to execution, not a standalone activity.
“Financial planning that lives outside the advisor’s workflow won’t reach its full potential,” said Tom Burmeister, Vice President, Strategic Product Solutions at Conquest Planning. “By embedding planning, we’re helping firms move toward a future where AI-driven insights are transparent, consistent, and auditable—and advisors are able to devote more time to delivering quality advice they can confidently stand behind.”
By building financial planning into its connected wealth operating system, Advisor360° enables firms to reduce fragmentation, maintain control of their data, and deliver a scalable client experience, while ensuring that planning directly informs execution and ongoing client engagement.
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