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Advisor360°, a leading provider of integrated wealth management technology, is launching a new initiative to bring enterprise-grade, AI-powered solutions to independent Registered Investment Advisors (RIAs). Debuting at the Schwab IMPACT 2025 conference, the program offers complimentary technology assessments to help RIAs transition from fragmented, siloed tools to a unified, intelligent technology ecosystem. This move is designed to close the gap between the capabilities available to large firms and those accessible to independent advisors.
Advisor360° is launching an initiative to provide enterprise-grade technology to independent RIAs.
The company is offering complimentary technology assessments to a limited number of firms.
The assessment includes discovery, custom analysis, and a personalized transformation roadmap.
The goal is to help RIAs unify data and leverage AI, moving beyond fragmented point solutions.
The platform integrates CRM, onboarding, trading, compliance, and reporting into a single system.
Key features include an AI-native desktop and agentic AI solutions native to advisor workflows.
Many independent RIAs struggle with technology stacks that silo data and limit their ability to adopt advanced AI. Advisor360°'s platform, built on its proprietary Unified Data Fabric®, aims to solve this by integrating core workflows—from CRM and onboarding to compliance and reporting—into a single operating system. This unified data architecture is the foundation for deploying intelligent automation and agentic AI that can transform advisory operations.
The complimentary assessments are a key part of this strategy, offering a tangible first step for firms. Scott Freeland, Head of RIA Strategy at Advisor360°, stated, “The complimentary technology assessments will give select RIAs access to capabilities that were previously available only to the industry’s largest firms. It’s an opportunity to see how unified data and intelligent automation free advisors to focus on relationships—and lay the foundation for future innovation." This approach provides a clear, collaborative path for RIAs to modernize their technology without the traditional high costs and integration challenges.
By democratizing access to sophisticated, data-driven technology, Advisor360° is empowering independent advisors to enhance their service, improve operational efficiency, and compete more effectively in a rapidly evolving financial landscape.
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. Powered by AI-driven insights, Advisor360° streamlines portfolio and performance reporting, digital onboarding, financial planning, insurance, proposal generation, trading and model management, document management, analytics, and compliance. The company’s proprietary Unified Data Fabric® (UDF) ensures seamless integration with existing tech stacks. Today, three million households with $1 trillion in assets benefit from the connected Advisor360° experience.
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