WESTON, Mass.–(COMMERCIAL WIRE)–Advisor360°, an integrated technology software-as-a-service (SaaS) provider to the wealth management industry, is pleased to receive the 2022 Wealth Management Industry Award from WealthManagement.com, an independent news organization covering the business of financial advisors.
The award recognizes Advisor360° for its outstanding achievements in unified (all-in-one) systems by technology providers for the deployment of Digital Onboarding. Advisor360° offers wealth management firms a deeply integrated, open architecture SaaS platform that unifies wealth data, integrates applications and provides time-saving workflows for financial advisors, their clients and head office.
“We are thrilled to be recognized as a technology leader at this year’s Wealth Management Industry Awards,” said Rich Napolitano, CEO of Advisor360°. “Wealth management is about connections. When implemented and integrated correctly, connected digital wealth experiences powered by unified data are a powerful engine for growth – transforming brokers and reshaping the way advisors engage with clients.”
Advisor360° introduced low-code digital onboarding to its platform in 2022 to prepare for future updates and transform the way advisors engage with new clients by dramatically reducing the time it takes to open an investment or insurance account. With Digital Onboarding, new accounts can be opened in 90 seconds, bringing a new level of efficiency to wealth management and dramatically improving the advisor and client experience.
Digital Onboarding uses Advisor360°’s analytics automation engine to power its core approval system, eliminating the manual steps typically performed by the back office for account opening, thus eliminating workflows. An enhanced dashboard, introduced as part of the implementation, provides status updates to the assessor, his team, and head office throughout the process. Other features include enhanced pre-population and data collection, Reg BI recommendations, disclosure questions, and write-ahead address functionality that can be used with all lines of business. Advisors can bundle and send account-related forms to clients through DocuSign for a seamless, unified electronic signature.
Now in its eighth year, the WealthManagement.com industry awards program recognizes outstanding organizations and individuals who support the success of financial advisors.
To learn more about digital onboarding and the Advisor360° platform, visit: https://www.advisor360.com/offerings/enterprise.
Headquartered in Weston, Massachusetts, Advisor360° creates and integrates technology for wealth management companies. The company offers an integrated, open architecture SaaS platform that delivers a connected digital rich experience to financial advisors, their clients and head office so businesses can drive better results and innovate quickly, resulting in higher growth and deeper relationships. Advisor360° clients benefit from time-saving capabilities and streamlined workflows when it comes to portfolio and performance reporting, financial planning, insurance, proposal generation, model and business management, digital onboarding, documents, analysis and compliance. The company’s proprietary Unified Data Fabric™ is the foundation of its platform, bringing together shared services and pre-built integrations that work with existing technology stacks.
Today, three million households with $1 trillion in assets benefit from the Advisor360° connected experience. For more information, visit www.advisor360.com.