Advisor360° is a Software as a Service (SaaS) provider that builds, integrates and delivers technology for wealth management firms. The company’s Unified Data Fabric™ (UDF) synthesizes complex and disparate data streams into one platform for a highly sophisticated wealth planning solution. In 2022, Advisor360° introduced low-code Digital Onboarding to simplify and automate document completion so new accounts can be opened in 90 seconds - bringing new efficiencies to wealth managers. With analytics automation powering its principal approval system, Digital Onboarding removes multiple manual steps typically required in account openings, eliminating workflows. Advisor360’s UDF enables quick and accurate pre-fill of required fields in account documentation, eliminating errors. An enhanced dashboard provides status updates throughout the account opening process. Today, 3 million households with $1 trillion in assets benefit from the Advisor360° experience. Whether the home office, the advisor or individual investor, Advisor360° offers a holistic approach to managing household wealth.
In 2022, Advisor360° introduced Digital Onboarding as a part of its Enterprise and Extended technology platforms. With Digital Onboarding, new accounts can be opened in 90 seconds, bringing a new level of efficiency to wealth management as well as a dramatically improved advisor and client experience. Advisor360°’s UDF makes it possible to quickly and accurately pre-fill required fields during account opening, which eliminates wasteful errors in Digital Onboarding. Digital Onboarding uses Advisor360°’s analytics automation engine to power its principal approval system, removing the manual steps typically handled by the back office for account openings, which eliminates workflows. An enhanced dashboard introduced as part of the rollout provides status updates to the advisor, their team and the home office throughout the account opening process.