Parrot AI® from Advisor360° added to the #FinTech Map. Check out more of the Latest in Financial #AdvisorTech 👇 (via @MichaelKitces).

We’re redefining RIA technology at #SchwabIMPACT 2025. It’s time to turn your tools into intelligence. Advisor360° is bringing enterprise-grade power to RIAs — with unified technology that helps firms work smarter, faster, and more intelligently. Discover how your firm can benefit from a complimentary technology assessment. Learn more ➡️ bit.ly/48SWgur #Advisor360 #RIA #WealthTech

AI is reshaping #wealthmanagement — but most firms are held back by their tech stack. If your AI insights feel unreliable, it’s often due to one of these four foundational flaws: ➡️ Siloed Systems: The AI only sees part of the client’s picture. ➡️ No Data Normalization: The AI gets confused by mismatched data. ➡️ Weak Access Controls: The AI shares information it shouldn’t. ➡️ Limited APIs & Integrations: The AI can observe what happened but can’t act on it. Before you can trust AI to surface insights or recommend next-best actions, it needs unified, normalized, and secure data. In our latest blog, Advisor360° Product Architect Paul Morville explains how to fix your data foundation and unlock reliable, transformational AI. Read more 👉 bit.ly/49p6W40 #WealthTech #Fintech #ParrotAI

🚀Our AI teammate - Parrot AI - just got even better…now helping financial advisors read, summarize, and interpret client data directly from CRMs and uploaded documents! @InvestmentNews spoke with our Chief Product & Engineering Officer, Mat Mathews, about how #Advisor360 is reimagining how advisors use AI - empowering them to instantly understand client data and scale personalized advice across households like never before. #wealthtech #fintech #financialadvisors

Introducing the next evolution of Parrot AI® from Advisor360°™! Advisors don’t just manage portfolios - they manage people, families, and relationships. Parrot is designed to help advisors go beyond data and truly know their clients. What’s New: ➡️ Understanding the Family: Parrot can now understand the needs and dynamics of the entire household - surfacing insights that help advisors anticipate opportunities, coordinate across generations, and deliver holistic, personalized advice. ➡️ Gathering Intelligence From Documents: Parrot learns from your client documents to reveal key insights during meetings or follow-up. ➡️ Working With Your CRM: Connecting with Redtail, Wealthbox, Salesforce XLR8, and HubSpot - Parrot can understand your client data and uncover deeper insights. ➡️ Enterprise-Grade Compliance: Enhanced PII redaction and visual consent tracking ensure secure, compliant, and transparent client interactions. Discover how Parrot AI® can help you build deeper relationships and deliver more personalized advice. 👉 Read the full announcement: lnkd.in/ec-Xrnz3 #WealthManagement #FinancialAdvisors #FinTech #WealthTech #ArtificialIntelligence #ClientExperience

Wearing two hats as a business owner and a wealth manager? The balancing act is getting tougher. Client expectations are rising, and the advisor workforce is shrinking. The goal is to grow clients, not your workload. But how? In our latest blog, Advisor360° Director, Product Marketing, Rob Bateman and Catalyst Co-Founder, Iyana Harris share their playbook for building trust at scale. Discover why: ☑️ True scale comes from repeatability and experience, not headcount. ☑️ An integrated tech stack is a non-negotiable for delivering a concierge-like experience. ☑️ Proactive, human conversations are the ultimate output of winning technology. Winning tech makes more room for the human touch. Learn how to get there in our latest blog post, featuring highlights from their recent webinar. 👇 bit.ly/4ogQGGp #WealthManagement #FinancialAdvisors #FinTech #RIA

Many AI notetakers for financial advisors have a security secret. 🤫 They may allow employees access to your client meeting data for testing, marketing, and/or support. As an advisor, that's a risk you can’t afford. October is #CybersecurityAwarenessMonth, the perfect time to scrutinize the tech in your stack. Compliance reports like SOC 2 are a start, but they don't reveal the whole story about a vendor's true commitment to security. Advisor360° product architect and Parrot AI co-founder, Paul Morville, shares 3 critical questions you MUST ask any AI vendor before trusting them with your data: 1️⃣ Who at your company has access to my data? (And can I get that in writing?) 2️⃣ How many dedicated security professionals are on your team? 3️⃣ How much did you spend on your last “pen test”? The answers might surprise you. Learn why these questions are non-negotiable and how to protect your practice: bit.ly/3VUwhLt #WealthTech #FinTech #FinancialAdvisors

Are you ready to transform every stage of your client-meeting workflow? Check out Parrot AI® by Advisor360°. The CRM-focused AI assistant built for financial advisors. Here's what Parrot AI can do for you: ✅ Organize by household: Capture insights, documents, and actions to manage complex, multi-generational relationships. ✅ Save time: Automate meeting prep, capture meeting notes, create tasks, and automate follow-up actions. ✅ Stay Compliant & Secure: Leverage enterprise-grade security to meet SEC/FINRA requirements, with features like client consent controls and data encryption. Parrot AI extends the Advisor360° platform with the power of an all-knowing AI assistant for client interactions. It's that simple. Ready to see it in action? Find out more and start your free trial today: bit.ly/42T6irm #FinancialAdvisors #FinTech #Wealthtech #FINRA

We’re excited to share that Advisor360° has been named a finalist in two categories of the 2025 @ThinkAdvisor Luminaries Awards!🏆 👏Thought Leader of the Year - Congratulations to Advisor360° President Darren Tedesco! 👏Product or Service Innovation - Highlighting our acclaimed Digital Onboarding solution. The Luminaries Awards celebrate the visionaries shaping the future of financial services and fundamentally improving how our industry operates. These nominations recognize our team's vast expertise and unwavering commitment to helping financial professionals succeed and thrive. See you in December! #FinancialAdvisors #FinTech #TALuminaries

We’re honored to be named a top portfolio management software by @investmentnews! Here's why advisors trust our platform to grow their business: ✅ Householding Logic for a holistic client experience. ✅ Workflow Engine to save time and scale smarter. ✅ Unified Data Model for a single source of truth. Learn more about how our unified platform helps manage every step of the client journey: bit.ly/4gFcI3c #FinTech #WealthManagement #FinancialAdvisors

AI-driven platforms are no longer a futuristic concept - they're the key to unlocking the next level of efficiency and growth for financial advisors. Advisor360° President, Darren Tedesco, shares his top takeaways from @FutureProof_HQ Festival 2025, including how: ➡️ AI is poised to move beyond simple tasks to create seamless, cross-capability workflows. ➡️ The future of hashtag#wealthtech isn't in point solutions, but in unified, AI-centric platforms that connect an entire firm's technology. ➡️ The ultimate goal of technology should be to help advisors deliver higher quality advice, not just save time (echoing @MichaelKitces's compelling keynote). Read more about the trends shaping the future of #wealthmanagement: advisor360.com/blog/future-p… #WealthTech #FinTech #FutureProofFestival

Advisor360° wins! 🏆 We're honored to receive a 2025 @wealth_mgmt Industry Award for our Next Generation Digital Onboarding solution. Our Account Transitions technology automates moving client books to help #financialadvisors start their new firms smoothly. Learn more: businesswire.com/news/home/2… #Wealthies2025 #DigitalOnboarding #FinTech #WealthTech #Wealthies

We won the 2025 Wealth Management Industry Award for Client Onboarding & New Account Opening! A big thank you to @WealthManagement! #Wealthies #WealthTech #FinTech

Huntington Beach, here we come!🌴 The Advisor360° team is heading to #FutureProofFestival from Sept 7-10. Ready to talk advisor tech and network with the best, under the California sun.☀️ Let's connect and meet up: linkedin.com/feed/update/urn… #FinTech #WealthTech #FinancialAdvisors #AdvisorTech

Is your firm's AI notetaking compliant w/FINRA & SEC rules? Be sure your tool has transparent features like visual indicators & participant controls. Learn more in Part 1 of our blog series focused on a critical first step: client consent.🖥️🪙 #WealthTech #Compliance #AI #FinTech

Navigating wealth management trends for 2025? Our Connect360° newsletter roundup covers the latest on AI, RIA tech stacks, and onboarding. Get key insights from industry leaders all in one place. 🖥️ 🪙 #WealthManagement #RIATech #FinancialAdvisors #FinTech