Advisor360° has launched what it describes as the wealth management industry's first AI-native operating system, reimagining the digital advisor experience. In a strategic expansion, the company is now making its unified platform available to firms of all sizes and affiliate models—from solo practitioners to large national enterprises—for the first time.
Advisor360° launches an AI-native wealth operating system, expanding access to firms of all sizes.
The platform unifies CRM, onboarding, trading, compliance, and reporting on a single data fabric.
Firms can activate agentic AI across workflows and integrate preferred third-party applications.
The system is modular, allowing firms to adopt only needed components and scale over time.
It targets the elimination of disruptive re-platforming projects for growing firms.
The platform aims to deliver modern, consumer-grade technology with built-in AI copilots and teammates.
A core innovation of the Advisor360° platform is its modular architecture built on a proprietary Unified Data Fabric®. This allows independent broker-dealers, RIAs, and insurance broker-dealers to run their business on a single, integrated operating system. Firms can activate specific modules—like CRM or compliance—as needed and seamlessly integrate their preferred third-party apps, aiming to eliminate the need for costly and disruptive full re-platforming projects as they grow.
The platform is designed as "AI-native," embedding AI capabilities directly into advisor workflows. This includes native AI copilots and AI teammates with specialized wealth management skills to streamline client service, operations, and compliance tasks. The approach allows firms to adopt AI at their own pace while maintaining necessary supervisory controls, blending automation with human oversight.
Company leadership positioned the launch as a democratizing move for the industry. “Making our platform accessible to firms of every size marks a significant shift in how technology can support the industry,” said Jason Quinn, COO & CFO of Advisor360°. He emphasized the goal of delivering AI's benefits “without disrupting daily operations,” arguing that advisors should not face major business disruption simply to access modern technology.
The launch of Advisor360°'s expanded, AI-native platform represents a significant challenge to the legacy technology landscape in wealth management. By offering a unified, modular system that serves both independent advisors and large enterprises, it addresses a long-standing fragmentation problem. This move could accelerate the industry's adoption of integrated, intelligent technology, reducing operational complexity and allowing advisors to focus more on client relationships and less on managing disparate systems.
About Advisor360°
Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage. Built around advisor growth and designed to scale, Advisor360° is the only platform architected to deliver business value across the full advisor experience. Powered by Wealth OS—our modern data and workflow engine—the platform removes daily friction and turns fragmented data into actionable intelligence. From independent advisors to enterprise broker-dealers and RIAs, we deliver a consistent, household-level client experience that scales with your business. Today, two million households with $1 trillion in assets benefit from the connected Advisor360° experience.
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