Advisor 360

Advisor360° is a wealth management platform that streamlines advisor workflow, increases productivity and drives enterprise growth.

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Products and services

The company's software integrates portfolio, trade, contact, document and wealth management in a single intuitive platform by building tools and resources, providing clients with a software suite powering the entire business.

Advisor 360, family office software, portfolio management software, consolidated reporting software

Category

Consolidated Reporting

Country

United States of America

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About the business

Advisor360° builds enterprise software as the single system of record for all components of the platform—whether these are investor- or advisor-facing components or to support broker-dealer back-office processing. Building and delivering enterprise wealth management platform experience, powered by their secure Unified Data Fabric™, is their business.

History

Advisor360° spun out of Commonwealth Financial Network as an independent company in 2019 and has a unique understanding of the technologies broker-dealers need to run their businesses and maximise their advisors’ productivity.

About the owners and the team

Richard Napolitano is the CEO of the company and leads the company’s 400+ employees.

Simple solutions for complex times.