Tag : Advisor360

Advisor360° Appoints Milind Mehere as CEO to Lead Next Phase of AI-Native Growth
Finance Fintech News

Advisor360° Appoints Milind Mehere as CEO to Lead Next Phase of AI-Native Growth

GlobeNewswire
by GlobeNewswire0
Fintech entrepreneur and AI-native platform founder joins to accelerate investment in AI, product innovation, and platform expansion Advisor360°, the financial platform built around the complete advisor workday, today announced the appointment of Milind Mehere as Chief Executive Officer. A fintech entrepreneur with a track record of building companies from category......
Advisor360° Introduces Financial Planning to Enhance the Advisor Experience
Finance Investments News

Advisor360° Introduces Financial Planning to Enhance the Advisor Experience

Business Wire
by Business Wire0
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......
Advisor360° Unveils Advanced AI With Next-Gen Virtual Assistant and Practice Intelligence Tools
Artificial Intelligence Finance Fintech News

Advisor360° Unveils Advanced AI With Next-Gen Virtual Assistant and Practice Intelligence Tools

Business Wire
by Business Wire0
Advisor360, a leading provider of integrated technology for wealth management firms, has introduced a new wave of artificial intelligence (AI) features that bring smarter automation, real-time insights, and faster workflows to financial advisors. With the addition of an intelligent reporting engine, embedded virtual assistant, and secure meeting agent, the company......
Advisor360° Launches Parrot AI: A More Secure, Compliant Generative AI Assistant for Financial Advisors
Artificial Intelligence Fintech News Technology

Advisor360° Launches Parrot AI: A More Secure, Compliant Generative AI Assistant for Financial Advisors

Business Wire
by Business Wire0
Advisor360°, a leading provider of integrated technology for wealth management firms, has launched Parrot AI™, a standalone generative AI-powered meeting assistant designed to transform how financial advisors manage client interactions and daily workflows. “We’ve refined Parrot to be an AI-powered assistant that transforms advisor-client interactions into actionable insights so advisors can......
Advisor360° Introduces Tandem: A CRM+ for Independent Financial Advisors
Fintech News Technology

Advisor360° Introduces Tandem: A CRM+ for Independent Financial Advisors

Business Wire
by Business Wire0
New, Standalone Product Brings Enterprise-Grade CRM Technology and More to RIAs Advisor360°, a leading provider of integrated technology for wealth management firms, is launching its first customer relationship management (CRM) solution for independent registered investment advisors (RIAs). Called Tandem, the new multi-custodial product is an enhanced CRM featuring a state-of-the-art reporting......
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......
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