Advisor360

10/29/2025

AI is reshaping — but most firms are held back by their tech stack.

If your AI insights feel unreliable, it’s often due to one of these four foundational flaws:

➡️ Siloed Systems: The AI only sees part of the client’s picture.
➡️ No Data Normalization: The AI gets confused by mismatched data.
➡️ Weak Access Controls: The AI shares information it shouldn’t.
➡️ Limited APIs & Integrations: The AI can observe what happened but can’t act on it.

Before you can trust AI to surface insights or recommend next-best actions, it needs unified, normalized, and secure data.

In our latest blog, Advisor360° Product Architect Paul Morville explains how to fix your data foundation and unlock reliable, transformational AI.

Read more 👉 https://bit.ly/49p6W40

10/28/2025

Wearing two hats as a business owner and a wealth manager? The balancing act is getting tougher. Client expectations are rising, and the advisor workforce is shrinking.

The goal is to grow clients, not your workload. But how?

Advisor360° Director, Product Marketing, Rob Bateman and Catalyst Co-Founder, Iyana Harris share their playbook for building trust at scale.

Discover why:

☑️ True scale comes from repeatability and experience, not headcount.

☑️ An integrated tech stack is a non-negotiable for delivering a concierge-like experience.

☑️ Proactive, human conversations are the ultimate output of winning technology.

Winning tech makes more room for the human touch. Learn how to get there in our latest blog post, featuring highlights from their recent webinar. 👇

https://t.co/KB0fTdGPAM

10/15/2025

Slow, disconnected tools aren’t just frustrating - they’re a business risk.

According to our 2025 Connected Wealth Report, 58% of RIAs have gained clients because another firm’s tech fell short.

Here are some of the tech gaps advisors say firms need to tackle fast:

⚠️ Bad Data - Frequent inconsistencies and stale information erode client trust.

⚠️ Integration Gaps - Disconnected systems multiply manual tasks, increase errors, and tank operational efficiency.

⚠️ End-Client Tools - Overcomplicated portals fail to deliver the simplicity and transparency clients expect.

The gap between the technology advisors want and what they have is slowing growth. See what’s holding firms back - and how to fix it.

✅ Download the 2025 Connected Wealth Report: RIA Edition: https://lnkd.in/gjravTq3

10/09/2025

Many AI notetakers for financial advisors have a security secret. 🤫

They may allow employees access to your client meeting data for testing, marketing, and/or support. As an advisor, that's a risk you can’t afford.

October is , the perfect time to scrutinize the tech in your stack. Compliance reports like SOC 2 are a start, but they don't reveal the whole story about a vendor's true commitment to security.

Advisor360° product architect and Parrot AI co-founder, Paul Morville, shares 3 critical questions you MUST ask any AI vendor before trusting them with your data:

1️⃣ Who at your company has access to my data? (And can I get that in writing?)
2️⃣ How many dedicated security professionals are on your team?
3️⃣ How much did you spend on your last “pen test”?

The answers might surprise you. Learn why these questions are non-negotiable and how to protect your practice: https://bit.ly/3VUwhLt

10/03/2025

Does upgrading your tech feel like rebuilding the plane in mid-flight? ✈️

For wealth management firms, the thought of a technology transition can be daunting. No one can afford to pause client meetings, slow down operations, or create compliance gaps.

Standing still is not the safe option, so how do you embrace change without causing disruption?

In our latest blog, Director of Product Design, Caitlin Rouille, outlines strategies to do just that. She covers ways to protect business continuity with:

✔️ Role-based onboarding that respects everyone's time.
✔️ Mapping current workflows into the new system for familiarity.
✔️ Prioritizing clean data migration to prevent downstream chaos.

Stop letting the fear of transition hold back your growth.

Read the full post here: https://lnkd.in/eAN_PfbA

09/30/2025

Are you ready to transform every stage of your client-meeting workflow? Check out Parrot AI® by Advisor360°. The CRM-focused AI assistant built for financial advisors.

Here's what Parrot AI can do for you:

✅ Organize by household: Capture insights, documents, and actions to manage complex, multi-generational relationships.

✅ Save time: Automate meeting prep, capture meeting notes, create tasks, and automate follow-up actions.

✅ Stay Compliant & Secure: Leverage enterprise-grade security to meet SEC/FINRA requirements, with features like client consent controls and data encryption.

Parrot AI extends the Advisor360° platform with the power of an all-knowing AI assistant for client interactions. It's that simple.

Ready to see it in action? Find out more and start your free trial today: https://bit.ly/42T6irm

07/23/2025

Tech Matters.

Firms that invest in modern, integrated platforms like Advisor360 don’t just keep their top talent—they attract more of it. Don’t let outdated tools drive your advisors away.

Read more in the 2025 RIA Technology edition of our Connected Wealth Report here: https://www.advisor360.com/ria-connected-wealth-report-2025

07/22/2025

Want to know what trends are taking the world by storm?⚡️

Make sure to subscribe to our LinkedIn newsletter to be one of the first to read our upcoming edition: https://www.linkedin.com/newsletters/connect360°-6999107934106370048/

07/18/2025

See how our company is revolutionizing the advisor experience with powerful, integrated solutions that streamline workflows, enhance client engagement, and drive business growth in the video below: https://video.advisor360.com/watch/tPYgmNzC56DfAqZUkbP6T5

Vidyard video

07/17/2025

Discover how wealthtech can strengthen—not replace—the human connection.

In our latest blog, Caitlin Rouille shares a personal story that highlights how thoughtful platform design makes it easier for advisors to be there for clients when it matters most.

Read it here: https://www.advisor360.com/blog/beyond-the-portfolio-platform-design

07/15/2025

Outdated tools aren’t just a nuisance—they’re a roadblock to growth, efficiency, and client satisfaction. It’s time to expect more from your tech.

Learn more in the 2025 RIA Technology edition of our Connected Wealth Report here: https://www.advisor360.com/ria-connected-wealth-report-2025

07/15/2025

Exciting news: Advisor360 has been named a “Summiteer” in The Oasis Group’s Peaks for Wealth Platforms report—earning top marks for innovation, scalability, and advisor-centric design.

This designation is reserved for the industry’s highest-performing WealthTech platforms. We're proud to be recognized for delivering a unified experience that helps firms scale efficiently while providing standout advisor and client experiences.

🔗 Read the full press release: https://www.advisor360.com/press-release-advisor360-achieves-summiteer-recognition