Tag : Advisor360

Advisor360° Advances AI Capabilities and Multi-Custodian Support in August Platform Release
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Advisor360° Advances AI Capabilities and Multi-Custodian Support in August Platform Release

GlobeNewswire
by GlobeNewswire0
Advisor360°TM, the Autonomous Financial PlatformTM built around the complete advisor workday, today announced its August platform release, with enhancements across three areas: proactive intelligence, multi-custodian connectivity, and client data collection. The release advances the company’s AI-native wealth platform and gives advisors more freedom in how they custody, trade, and onboard clients.......
Advisor360° Launches Meeting Prep, an AI Agent for Financial Advisors
Artificial Intelligence Finance News

Advisor360° Launches Meeting Prep, an AI Agent for Financial Advisors

GlobeNewswire
by GlobeNewswire0
AI-powered meeting preparation reduces prep time by 60%. Advisor360°, the Autonomous Financial Platform™ built around the complete advisor workday, announced the launch of Meeting Prep, an AI agent that delivers zero-click meeting preparation. Drawing from existing client data within the Advisor360° platform, Meeting Prep automatically generates a personalized agenda before......
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
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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......
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