advisor360 Review, Pricing & Features

Advisor360° is a wealth management technology platform built for financial advisors and the firms that support them, including RIAs, independent broker-dealers, bank wealth divisions, and insurance broker-dealers. The company describes its product as an 'Autonomous Financial Platform' that brings together a Wealth OS, a proprietary Unified Data Fabric®, native and third-party applications, and embedded AI in a single connected subscription.

At the core of the platform is the Unified Data Fabric®, which aggregates data from hundreds of sources across the wealth ecosystem — custodians, insurance providers, planning and portfolio systems, documents, and client communications — then normalizes, de-duplicates, and reconciles it into a single trusted intelligence layer built around a proprietary Unique Party Record™ for each household. On top of that data layer, Advisor360° offers AI agents designed to prepare advisors for meetings, monitor account activity, and anticipate client needs while keeping a human in the loop, alongside native tools spanning CRM, financial planning, portfolio management, trading, performance reporting, billing, and compliance.

The platform supports multi-custodial workflows, with integrations for Fidelity, Pershing (BNY Mellon), and Charles Schwab, and it positions itself as an open ecosystem that lets advisory firms keep their existing tools and custodians rather than forcing a rip-and-replace migration. Advisor360° is headquartered in Needham, Massachusetts, with an additional office in Bangalore, India, and reports that its platform is used by 22,000+ advisors and staff to manage more than $1 trillion in assets across roughly 2% of U.S. households. Security and compliance are emphasized throughout the site: the company states its platform is SOC 2 certified annually, HIPAA certified, complies with AICPA Trust Services Principles, undergoes regular third-party penetration testing, and encrypts stored and in-transit data with AES-256.