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TECHNOLOGY PROVIDERS Thought Leadership
ADVISOR360°
Connected Wealth Report
The 2022 Connected Wealth Report was designed to generate quantified insights around advisor attitudes on their use of technology. Advisor360° measured how technology enabled advisors to conduct business, grow their customer base, and serve clients in the digital world. The lynchpin of the initiative was a proprietary survey developed by Advisor360°, designed to amplify advisors voices in order to educate the industry through articles in industry publications, a 20-page report, webcasts, blog posts, and social media content. Advisor360°
commissioned independent research firm Coleman Parkes to query 300 financial advisors and executives from a wide range of broker-dealers, registered investment advisers, and bank trust companies to get their perspective on the role that technology plays in their business around new client relationships, relationship building, and advisor productivity.
Advisor360° is an independent software provider that builds, integrates, and delivers technology for wealth management firms. Our technology enables a connected digital experience for all of our users—broker-dealers, advisors, and advisors’ clients—by integrating with a firm’s existing technology and providing a unified approach to wealth management. Our platform integrates data from all financial products—both proprietary and non- proprietary—while still integrating with clients’ existing technology footprint. This includes investment, banking, insurance, real estate, beneficiary information, health savings account, income sources, and debt. The secret sauce is our proprietary Unified Data FabricTM – UDF for short. It allows us to aggregate and enrich all types of data from hundreds of sources and disparate legacy systems, ultimately consolidating it into unified format. The UDF is what enables us to provide a consolidated view for broker-dealers, their advisors, and advisors’ clients for any financial product, investment, account, or policy.
www.advisor360.com
242 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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