Advisor360° Announces AI-Native Wealth Operating System

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Advisor360°, which has, since its motorboat successful 2019, been thought of mostly arsenic an all-in-one wealthiness absorption level for enterprises, including ample autarkic broker/dealers and RIAs, has announced an artificial intelligence-native level rewrite allowing its deployment to teams oregon firms of immoderate size.

This caller AI-native Wealth Operating System, arsenic Advisor360° is calling it, is meant to alteration immoderate advisory firm, from a solo practitioner to a ample IBD, RIA oregon security broker/dealer to tally connected a azygous information instauration and powerfulness workflows, which successful crook allows for easier integration of their preferred third-party applications, arsenic good arsenic a instauration for usage of agentic AI. 

Built connected the company’s proprietary Unified Data Fabric, the level combines CRM, onboarding, trading and exemplary management, compliance and reporting into 1 integrated operating system.

“What we’ve built is an AI-native architecture,” said Jason Quinn, who serves arsenic some main fiscal serviceman and main operating serviceman for Advisor360°.

“We made a determination to physique a wealthiness operating strategy for our autochthonal applications, but besides let for it to accommodate different applications advisors are using,” helium said.

The cardinal to this, helium said, was gathering retired entree to information erstwhile creating the firm’s orchestration and infrastructure layers. 

“Because of that, we cognize wherever the information is and are capable to statement it and contextualize it truthful the AI tin work it and execute actions,” said Quinn.

With autochthonal applications and AI capabilities powered by a azygous information foundation, firms tin activate lone the modules they request and standard implicit time, helium said.

In January, Advisor360° acquired Boston-based Parrot AI, an automated notetaking, transcription and communications-generation platform, on with its 12-person team. Since then, the institution has been integrating Parrot’s capabilities into its ain level (and rolled it retired to its ain advisors successful April) and introduced it arsenic a stand-alone merchandise for different advisors.

In July, Advisor360° introduced further enhancements to its AI virtual assistant, including the quality to spell hands-free and usage voice-enabled prompts. This enables advisors oregon unit to interact with the AI utilizing earthy connection and make caller contacts, delegate tasks and execute different actions. Content responses for implicit 400 often asked questions person besides been built into the AI.

In summation to powering the Commonwealth Financial Network (which was acquired by LPL Financial successful March; the woody closed successful August), Advisor360° is besides utilized by Massachusetts Mutual Life Insurance Co. and the nationalist IBD and RIA GWN Securities. According to Advisor360°, its idiosyncratic basal has grown to service 3 cardinal households with $1 trillion successful assets.

Advisor360° volition unveil its new, reimagined integer advisor acquisition done a nationalist lawsuit bid successful respective cities, including Boston, New York and Chicago, successful 2026.