Unified wealth technology platform connecting advisors, data, and client workflows.
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:
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.
Our advanced AI assistant moves beyond intelligent response to intelligent action. It doesn't just answer questions—it helps advisors work smarter and faster, freeing them up to focus on clients instead of navigating technology.
On Advisor 360, from a family-office user
Built for Advisors / Wealth Advisors (RIA), Investment Teams.
Phone and email contact available; dedicated media inquiry line listed