About Advisor360°
Advisor360 provides a Software-as-a-Service (SaaS) platform aimed at improving the efficiency and productivity of wealth management firms. The platform is designed for financial advisors and wealth managers, allowing them to manage their business and client relationships from a single system. It streamlines operations, reduces costs, and helps mitigate regulatory risks, giving advisors more time to focus on helping clients achieve their financial goals. The user-friendly interface offers clients a comprehensive view of their financial situation, enabling personalized advice from advisors. Unlike many competitors, Advisor360 consolidates various aspects of wealth management into one integrated solution, which helps firms increase revenue and lower compliance risks. The company's goal is to enhance the wealth management experience for both advisors and their clients through a subscription-based model that ensures continuous updates and improvements.