Advisor 360

Advisor360° positions itself as a Wealth Operating System for broker-dealers, RIAs, and independent advisors, built on a proprietary Unified Data Fabric (UDF) that aggregates financial and CRM data from multiple sources into a single cloud-native environment. The platform’s modular architecture allows firms to activate specific capabilities without replacing existing systems, which matters for wealth management organizations that have built technology stacks over years and cannot absorb a full re-platforming event. As of the latest reported figures, the platform supports over 2 million households and $1 trillion in assets across more than 20,000 users.

The core value proposition sits at the intersection of data unification and advisor workflow. Rather than requiring advisors to move between disconnected systems, Advisor360° consolidates key functions within one environment:

• Portfolio reporting and performance analytics with SMA and UMA support
• Digital onboarding with Envestnet integration that prefills proposal data automatically
• AI-powered meeting assistant (Parrot AI) for transcription, note-taking, and CRM updates
• Fee billing, trading and model management, and document vault
• Practice intelligence reporting with natural language querying capabilities

The platform targets broker-dealers and mid-to-large RIAs as its primary enterprise buyers, not family offices directly. Independent advisors and RIA aggregators are served, but the product is built for firms managing large advisor populations and complex custodial relationships. Family offices evaluating this platform would typically encounter it through an affiliated broker-dealer or RIA custodian relationship rather than as a standalone buyer. Pricing is not publicly disclosed, and the platform’s depth may exceed requirements for single-family offices seeking a lighter reporting or client portal tool.