Advisor360°, a provider of technology solutions for wealth management firms, has been designated a Summiteer in The Oasis Group’s recent “Peaks Research for Wealth Platforms” report, recognizing its comprehensive and flexible platform offerings.
The Summiteer designation is reserved for high-performing WealthTech platforms that possess robust product suites capable of meeting the diverse needs of wealth managers. The Oasis Group’s “Peaks Research for Wealth Platforms” report evaluates leading technology platforms, analyzing their capacity to enhance client service for wealth management firms through ideal customer personas, identified strengths, areas for improvement, and overall market positioning. The report features 10 platforms collectively tracking over $25 trillion in assets.
John O’Connell, founder and CEO of The Oasis Group, commented on Advisor360°’s standing, stating, “Advisor360° scored very well in The Oasis Group Peaks for Wealth Platforms study. Its unified wealth management infrastructure with a single data model eliminates the need to manage multiple third-party vendors for integrations. This sets the firm apart from the other enterprise platforms that grew through acquisitions.” O’Connell also noted the expected impact of Advisor360°’s recent acquisition of Parrot AI, anticipating it will quickly enhance the platform’s AI capabilities, providing a competitive edge in the enterprise wealth platform market.
The report highlighted several key strengths of the Advisor360° platform, including its Unified Wealth Management Infrastructure, Enterprise-Grade Scalability and Control, Advanced Digital Account Opening Workflow, Single Data Model Across the Platform, Embedded Compliance and Oversight Tools, and Client Portal and Digital Collaboration Tools.
Darren Tedesco, President of Advisor360°, expressed appreciation for the recognition: “We’re honored to be recognized by The Oasis Group for our work enabling firms to offer more efficient, advisor-friendly experiences.” He emphasized the critical role of technology in the advisory space, adding, “Without the right tools, advisors can’t provide the service that clients expect—so outdated technology is more than an inconvenience, it’s a barrier to business growth.”
The “Peaks Research for Wealth Platforms” is the third installment in The Oasis Group’s Peaks Research series. It serves to educate buyers at Registered Investment Advisor (RIA), Broker-Dealer, and Family Office firms by reviewing leading wealth management platforms. The study conducts a comparative analysis of 10 platforms based on 11 focus areas, employing a standardized scoring methodology to offer a comprehensive, fact-based view of each platform’s capabilities.
Based in Needham, Massachusetts, Advisor360° specializes in building, integrating, and delivering technology solutions for wealth management firms. Its integrated and open architecture SaaS platform provides a connected digital wealth experience for financial advisors, their clients, and home offices. Leveraging AI-driven insights, the platform streamlines critical functions such as 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 technology stacks. Currently, Advisor360° supports three million households with $1 trillion in assets.
