Advisor360° today announced that King Financial Network (KFN), a New Jersey-based wealth management firm, has adopted its AI-native operating system as its strategic platform, unifying CRM, reporting, client portal, document management, and an integration with RightCapital. Managing approximately $1.2 billion in assets with 14 advisors, King Financial Network sought a solution capable of delivering workflow continuity, unified household reporting, and a modern client experience as the firm continues its growth trajectory.
King Financial Network adopts Advisor360° platform to unify CRM, reporting, client portal, and document management.
The firm manages approximately $1.2 billion in assets with 14 advisors.
Advisor360°'s householding and data aggregation capabilities align with KFN's family-centric advisory approach.
The platform includes embedded AI capabilities including Parrot AI for client meeting workflows.
Advisor360°'s auto-householding logic provides a consolidated view connecting relationships, workflows, and insights.
Two million households with $1 trillion in assets currently benefit from the Advisor360° platform.
After learning Advisor360° was a viable option during its transition, KFN elected to move forward with the platform to support its long-term operational and client experience objectives. With Advisor360°, KFN expects to reduce operational friction and eliminate manual processes. The platform's unified architecture, proprietary householding engine, and ability to manage and maintain historical client data were central to KFN's decision.
"Our firm is built around serving families as a whole, not individual accounts," said A.J. Vignola, Partner & Director of Advisory Integration at King Financial Network. "Advisor360°'s householding and data aggregation capabilities align with how we manage client relationships. A unified platform with clean, connected data across CRM, reporting, and the client portal allows us to operate efficiently while delivering the experience our clients expect."
Advisor360°'s AI-native operating system with auto-householding logic provides a consolidated view that connects relationships, workflows, and insights in one seamless experience. Embedded AI capabilities, including Parrot AI, further enhance productivity across client meeting workflows.
"Advisor360° is built to power the advisor workday," said Jason Quinn, Chief Operating Officer and Chief Financial Officer at Advisor360°. "By bringing CRM, reporting, and household data into a single AI-native operating system, we help firms like King Financial Network return time to advisors, strengthen client relationships, and scale with confidence."
About Advisor360°
Advisor360° exists to help advisors keep the promise they make to every family they serve. Built around that mission, the company delivers an AI-native advisor experience for firms of every size, model, and stage. It's a platform that becomes the true operating system for an advisor's business. Powered by Wealth OS, Advisor360° unifies data, workflows, and AI in one connected system, eliminating daily friction, and turning fragmented data into actionable intelligence. From independent advisors to enterprise broker-dealers and RIAs, Advisor360° delivers a consistent, household-level client experience that scales with any business. Today, two million households with $1 trillion in assets benefit from the connected Advisor360° experience.
