Needham, Mass. – Advisor360°, a provider of integrated technology for wealth management firms, has introduced a new wave of artificial intelligence (AI) features. These additions are designed to bring smarter automation, real-time insights, and faster workflows to financial advisors, featuring an intelligent reporting engine, an embedded virtual assistant, and a secure meeting agent.
Mat Mathews, Advisor360°’s Chief Product and Engineering Officer, stated, “AI is only as smart as the knowledge behind it—and ours is steeped in decades of advisor-focused insight. Our platform sets a new standard for what wealth firms should expect from AI.”
Advisor360°’s AI-powered platform assistant now offers personalized support and automation directly within daily workflows. Its hands-free, voice-enabled functionality allows users to perform actions such as creating new contacts or assigning tasks using natural language. The assistant also addresses over 400 frequently asked questions with customized precision, incorporating embedded videos, document links, and contextual images to enhance issue resolution speed and task efficiency.
“Our advanced AI assistant moves beyond intelligent response to intelligent action,” Mathews added. “It doesn’t just answer questions—it helps advisors work smarter and faster, freeing them up to focus on clients instead of navigating technology. Over time, it will become the primary way advisors and staff interact with data to manage tasks across the platform.”
Additionally, Advisor360° has rolled out an enhanced practice-level and back-office reporting and analytics solution. This new capability aims to streamline data access and eliminate manual reconciliation in real time, enabling users to generate custom reports, identify business opportunities, and act on insights rapidly. Powered by Advisor360°’s Unified Data Fabric® (UDF), the feature unifies financial and CRM data from multiple sources into a centralized, cloud-native environment. It is engineered for speed and scale, processing complex datasets significantly faster than typical reporting tools. Advisors and back-office personnel can filter across millions of accounts to identify portfolio trends and uncover opportunities, such as uninvested cash for tax-loss harvesting or to boost cross-sell and alternative investment activity.
Mathews commented on the new intelligence solution, “We’ve unified fragmented data across systems to help advisors make quicker, more informed decisions on a platform built for the scale, speed, and security that modern firms demand. We’re engineering this to be an indispensable hub where advisors and staff uncover opportunities and take action. Users already report spending 50% less time on reporting.”
In its next phase, Advisor360°’s practice intelligence solution will incorporate built-in AI features, including natural language querying and smart digital agents, to automate tasks such as processing required minimum distributions (RMDs) and streamlining client outreach.
These new AI capabilities complement Advisor360°’s recently released generative AI meeting assistant. This tool automates note-taking, transcription, meeting summaries, follow-up email drafting, and CRM updates within a secure, compliant environment, allowing advisors to focus on client engagement without compromising data security or regulatory standards.
Advisor360° develops and integrates technology for wealth management firms. Its integrated and open architecture SaaS platform provides a connected digital wealth experience for 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) is designed to ensure seamless integration with existing tech stacks. Currently, three million households with $1 trillion in assets utilize the Advisor360° experience.
