Tag : Advisor360

Advisor360° Survey: Generative AI Use Surges Among Financial Advisors
Artificial Intelligence Fintech News

Advisor360° Survey: Generative AI Use Surges Among Financial Advisors

Business Wire
by Business Wire0
85% of Advisors Call Gen AI a ‘Help’ in Rapid Shift from Skepticism to Adoption What a difference a year makes. According to wealthtech provider Advisor360°, financial advisors are embracing generative AI (Gen AI) as a game-changing efficiency tool for everything from predictive analytics to summarizing meeting notes. Advisor360°’s research reveals that......
Advisor360° Acquires Generative Artificial Intelligence Provider Parrot AI
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Advisor360° Acquires Generative Artificial Intelligence Provider Parrot AI

Business Wire
by Business Wire0
Deal Brings Advisor-Specific Gen AI SaaS Directly to Advisors Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, has acquired Parrot AI, a Boston-based generative AI technology firm. The acquisition builds on Advisor360°’s existing AI capabilities with the addition of Parrot AI’s premium software—enabling advisors to record, transcribe,......
Advisor360° Survey: Mass Affluent and High Net Worth Individuals Are More Engaged Online Than Two Years Ago
Finance News

Advisor360° Survey: Mass Affluent and High Net Worth Individuals Are More Engaged Online Than Two Years Ago

Business Wire
by Business Wire0
Nearly One Third of Generation Z and Young Millennials Check Portfolio Balances Daily Seven in 10 clients of financial advisors (69%) report spending more time checking their accounts online than they did two years ago, according to findings from Advisor360°’s latest survey. In addition, while 74 percent of respondents check......
Advisor360° Deepens its Insurance Capabilities on Policy Riders
InsurTech News

Advisor360° Deepens its Insurance Capabilities on Policy Riders

Fintech News Desk
by Fintech News Desk0
New Insurance Rider Access in Fourth Quarter of 2022 Caps Year of Robust Innovation Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, has made it easier for advisors to view the policy riders that are attached to their clients’ in force insurance policies. The upgraded......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Advisor360° Introduces New Beneficiaries Capability for Insurance Policies
Finance News

Advisor360° Acquires the Wealth Management Technology Assets of Agreement Express

Fintech News Desk
by Fintech News Desk0
Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company Advisor360° has acquired the digital onboarding technology and related wealth management assets of technology solutions provider Agreement Express from Frontier Growth, a private equity firm based in Charlotte, North Carolina. Once the technology......
Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology
Finance Fintech News

Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology

Fintech News Desk
by Fintech News Desk0
73 Percent of Advisors Say Millennials & Gen Z Require Different Engagement than Boomers & Gen X While the right technology may give financial advisors an edge, the wrong technology can cost them real dollars and real clients. A new report by Advisor360°, a leading provider of integrated technology for broker-dealers......
Advisor360° Introduces New Beneficiaries Capability for Insurance Policies
InsurTech News

Advisor360° Introduces New Beneficiaries Capability for Insurance Policies

Fintech News Desk
by Fintech News Desk0
Financial advisors can see and report beneficiaries consolidated across investment and insurance products for a more connected digital wealth experience Advisor360°, a Software as a Service (SaaS) provider of integrated technology for the wealth management industry, announced a significant cross-product enhancement to its existing Beneficiaries capability. Financial advisors are now......
Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software
Digital Asset Management Fintech News

Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software

Fintech News Desk
by Fintech News Desk0
New Offerings Provide Firms with Greater Choice and Flexibility -Financial advisors can open client accounts faster than before, in as few as 90 seconds, using Digital Onboarding that is now available with Advisor360°’s software. Advisor360°’s clients will roll out Digital Onboarding as a part of its Enterprise offering – one of three new......
Advisor360° Welcomes New Chief Financial Officer Saša Zorović
Fintech News

Advisor360° Welcomes New Chief Financial Officer Saša Zorović

Fintech News Desk
by Fintech News Desk0
Advisor360°, a Software-as-a-Service (SaaS) provider of integrated technology for the wealth management industry, is pleased to announce that Saša Zorović is joining the company as Chief Financial Officer (CFO). Top Globalfintechseries.com Insights: Binance Labs Makes Strategic Investment in MOBOX to Bring the Gaming Platform Next Level “His fintech expertise and entrepreneurial acumen make him......
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