Advisor360
About
Advisor360 is a Needham-based financial technology company that builds a platform for financial advisors at registered investment advisers, independent broker-dealers and insurance broker-dealers. Its software brings together CRM, financial planning, portfolio management, trading, reporting, billing, compliance and the client experience in one connected system. The goal is to cut the time advisors spend managing software so they can focus on advice, growth and the households they serve.
The company calls its product the Autonomous Financial Platform, which includes AI agents that prepare, monitor and anticipate work across the advisor’s day while always keeping a human in the loop. Everything runs on what the company calls a Unified Data Fabric, giving one source of truth for every client, account and household. It is designed as an open ecosystem, so firms can keep their own tools, custodians and business models without lock-in.
What to Know
- The platform is built for advisors serving mass affluent and high-net-worth clients.
- The company says its platform reaches about 2 percent of U.S. households.
- It is sold as a single connected subscription.
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