Advisor360°, a leading provider of integrated wealth management technology, has introduced a suite of AI-powered features designed to enhance advisor productivity and streamline operations. These include an intelligent reporting engine, an embedded virtual assistant, and a secure meeting agent, all integrated into the Advisor360° platform to deliver real-time insights and automation. This launch reinforces the company’s commitment to leveraging AI to transform wealth management workflows.
Advisor360° introduces AI-powered virtual assistant for wealth advisors.
Intelligent reporting engine unifies data for real-time insights.
Secure meeting agent automates note-taking and CRM updates.
AI features reduce reporting time by 50% for advisors.
Voice-enabled assistant supports over 400 common queries.
Built on Unified Data Fabric® for scalability and security.
Advisor360°’s AI-powered virtual assistant integrates seamlessly into daily workflows, offering hands-free, voice-enabled functionality. Advisors can use natural language to perform tasks like creating contacts or assigning tasks, significantly reducing manual effort. The assistant addresses over 400 frequently asked questions with personalized responses, enriched with videos, documents, and visuals. “Our advanced AI assistant moves beyond intelligent response to intelligent action,” said Mat Mathews, Chief Product and Engineering Officer at Advisor360°. This tool empowers advisors to focus on client relationships rather than administrative tasks.
The new practice-level reporting and analytics solution, powered by Advisor360°’s Unified Data Fabric® (UDF), centralizes financial and CRM data for instant insights. Advisors can generate custom reports, identify portfolio trends, and uncover opportunities like tax-loss harvesting or cross-selling. “Our new practice intelligence solution goes beyond faster reporting—we’ve unified fragmented data across systems to help advisors make quicker, more informed decisions,” said Mathews. Users report a 50% reduction in reporting time, with future updates enabling natural language querying and automated tasks like processing required minimum distributions.
Advisor360°’s generative AI meeting assistant automates note-taking, transcriptions, meeting summaries, follow-up emails, and CRM updates within a secure, compliance-ready environment. This tool eliminates manual documentation, allowing advisors to prioritize client engagement while meeting regulatory standards. “AI is only as smart as the knowledge behind it—and ours is steeped in decades of advisor-focused insight,” said Mathews. The meeting agent enhances efficiency without compromising data security, setting a new benchmark for wealth management technology.
Advisor360°’s latest AI innovations mark a significant step forward in wealth management technology. By integrating advanced automation, real-time analytics, and secure meeting tools, the platform empowers advisors to work smarter, enhance client experiences, and drive business growth. These features position Advisor360° as a leader in delivering scalable, AI-driven solutions for modern wealth management firms.
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, 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.
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