WESTON, Mass.--(BUSINESS WIRE)--#Data--Advisor360°, a leading provider of enterprise software and solutions for broker-dealers and other wealth management firms, continued its accelerated pace of platform enhancements in the second quarter of 2023, beginning with an intuitive end client portal offering a modern user experience. The company also updated its Digital Onboarding, Mobile Check Deposit, and Trading features.

Advisor360°’s enhanced end client portal reflects the company’s rigorous software development life cycle. Advisors’ clients now benefit from upgraded features such as real-time account holdings and balances, intra-day change values, client document upload, a configurable dashboard, secure messaging, and enriched market data and research. They can also easily access other new features, including Market Summary and Top Holdings.

“At Advisor360°, we have increased the velocity with which we are delivering our new enhancements—and our clients’ advisors continue to ask us to help them delight the individual investor,” said Darren Tedesco, President, Advisor360°. “Whether it’s rolling out an overhauled best-in-class portal for the millions of households on our platform or innovation around new account openings, we are committed to giving advisors and their clients a complete view of their financial lives, timesaving workflows, and a modern interface that works for users of all technical aptitudes.”

The company’s Connected Wealth Report: Client Edition recently revealed that seven in 10 (69%) clients of financial advisors spend more time checking their investment accounts online today than they did two years ago. In fact, 74 percent visit their advisor’s client portal to check their accounts at least weekly.

529 Plans and Mobile Check Deposit

Advisors can now create NFS 529 accounts and directly held ABLE accounts entirely within Advisor360°’s award-winning Digital Onboarding capability. Users are able to define 529 investment instructions and fee billing instructions for these unique and in-demand registrations. In addition, advisors can fund 529 plans using Advisor360°'s new Mobile Check Deposit feature.

More Efficient Trading

Advisor360° enhanced the review and rebalance process in its Trading tool, saving advisors time when creating trades on positions where trades were not automatically proposed by a rebalance. This streamlined workflow allows the advisor to efficiently create, review, and adjust these orders within the review window.

Advisors can also see gain/loss data in advance of every trade about to be placed. This gives advisors transparency into the tax implications of their orders so they can better optimize after-tax returns for clients.

“As a pure enterprise software company, Advisor360° rapidly builds, integrates, and deploys technology that addresses the wealth management industry’s greatest challenges,” said Tedesco.

About Advisor360°

Advisor360° builds, integrates, and delivers technology for wealth management firms. The company’s award-winning integrated and open architecture SaaS platform brings a connected digital wealth experience to financial advisors, their clients, and the home office so that firms can drive better outcomes and innovate quickly. Advisor360° clients benefit from timesaving capabilities and streamlined workflows when it comes to portfolio and performance reporting, financial planning, insurance, proposal generation, trading and model management, digital onboarding, document management, analytics, and compliance. The company’s proprietary Unified Data Fabric™ (UDF) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. The company is headquartered in Weston, Massachusetts, with offices in Bengaluru, India; Belfast, Northern Ireland; and a remote workforce in Canada.

Today, three million households with $1 trillion in assets benefit from the connected Advisor360° experience. To learn more, visit www.advisor360.com.


Cynthia Stephens
(781) 619-8431

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