Advisor360°, a leading provider of wealth management technology, has been named the winner of the 2025 WealthManagement.com Industry Award for Client Onboarding/New Account Opening. This marks the company’s third consecutive recognition by “The Wealthies” for its innovative Digital Onboarding solutions, highlighting its transformative Account Transitions feature.
Advisor360°’s third Wealthies Award for Client Onboarding/New Account Opening celebrates its Account Transitions feature, launched in 2024. This tool streamlines advisor transitions by automating the transfer of up to 6,000 client accounts in minutes, standardizing data, detecting errors, and integrating with CRM systems. As Mike Fanning, CEO of Advisor360°, stated, “With Account Transitions, advisors and their clients can have a smooth and seamless start as they settle into a new firm.”
The Account Transitions feature addresses a critical pain point for wealth management firms: the complex process of advisors switching firms. By digitizing bulk account transfers and repapering, it minimizes disruptions, builds client trust, and strengthens firms’ competitive edge in recruiting. This efficiency ensures continuity for clients and advisors, enhancing the onboarding experience across the board.
The Wealthies, now in its 11th year, recognizes companies driving financial advisor success. David Armstrong, director of editorial strategy and operations, noted, “The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry.” Advisor360°’s consistent recognition—previously for its Digital Onboarding integration with Envestnet’s ENV2 platform in 2024 and its initial launch in 2022—underscores its leadership in wealth management technology.
Advisor360°’s platform, powered by its proprietary Unified Data Fabric (UDF), integrates seamlessly with existing tech stacks, supporting portfolio management, financial planning, and compliance. Serving 3 million households with $1 trillion in assets, the platform leverages AI-driven insights to enhance efficiency and client outcomes, solidifying Advisor360°’s role in modernizing wealth management.
Advisor360°’s 2025 Wealthies Award win reaffirms its commitment to revolutionizing client onboarding through innovative technology. By automating and streamlining advisor transitions, Account Transitions empowers firms to deliver exceptional experiences, ensuring both advisors and clients thrive in a competitive 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, 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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