Advisor360°'s new AI capabilities and multi-custodian support. Advisor360°. (2026, August 26). Press release: Advisor360°'s new AI capabilities and multi-custodian support. https://www.advisor360.com/press-release-advisor360s-new-ai-capabilities-and-multi-custodian-support * Advisor360° announced an August platform release spanning three areas: proactive intelligence, multi-custodian connectivity, and client data collection. * The release builds on the company's Unified Data Fabric(R), which consolidates reconciled data within a single connected platform. * Enhanced Client Intelligence applies AI to generate personalized insights inside reports, summarize client financial pictures, and flag opportunities. * Practice Intelligence surfaces criteria such as clients reaching RMD age or policies missing beneficiaries, and VIDA(R) AI agents answer questions about households and books of business. * The company states that its Meeting Prep capability reduces preparation time by 60%. * Native Schwab account opening is available through Digital Onboarding, and straight-through trade processing with Fidelity allows advisors to enter, modify, and track trades within Advisor360°. * Client Connect, in limited pilot, allows advisors to send digital fact finders to clients through the Investor360° portal, with data syncing to CRM systems.

Advisor360° has appointed Ananya Balaram as chief revenue officer. Balaram will oversee sales, customer success, and support as the wealth management technology firm expands its market presence. Balaram brings over 15 years of fintech and financial services experience. He previously served as chief revenue officer at Vestmark, where he led revenue growth and helped launch new business lines. The company's platform supports $1 trillion in assets and serves nearly 3.7 million households and over 10,000 advisors. Advisor360° provides wealth management technology combining an operating system with a unified data fabric. Chief executive Milind Mehere said artificial intelligence is reshaping how advisors evaluate and purchase technology, creating significant growth opportunities. Balaram will help the company capitalise on increasing demand for integrated technology solutions in wealth management.

Advisor360° appoints Ananya Balaram as Chief Revenue Officer to accelerate next phase of growth. * July 21, 2026 * 1:15 pm NEEDHAM, Mass., July 21, 2026 (GLOBE NEWSWIRE) - Advisor360°(TM), the Autonomous Financial Platform(TM) for advisors, today announced that Ananya Balaram has joined the company as Chief Revenue Officer. In this role, Balaram will lead the company's revenue strategy with responsibility for sales, customer success and support, as Advisor360° continues to expand its reach within the wealth management industry. "AI has reset how advisors use, buy and evaluate technology. This is creating a massive opportunity for Advisor360°, and Ananya is exactly the kind of leader we need to help us capitalize on it," said Milind Mehere, Chief Executive Officer of Advisor360°. "He brings a rare combination of strategic vision, sales rigor and deep industry expertise. As demand grows for more intelligent, connected technology that helps advisors serve clients and run better businesses, Ananya will be instrumental in helping Advisor360° continue to scale and strengthen our leadership position in the market." Balaram joins Advisor360° with more than 15 years of experience driving growth and scaling businesses across fintech and financial services. Most recently, he served as Chief Revenue Officer at Vestmark, where he led firm-wide revenue and growth. Balaram also played a key role in launching and commercializing new business lines, building scalable operating models, and driving long-term enterprise growth. Having spent most of his career helping enterprise wealth management firms modernize their businesses through new technology, Balaram said his mission is to bring Advisor360°'s connected data model to more firms and advisors at a time when AI is fundamentally reshaping the industry. "What drew me to Advisor360° is the rare combination of proven scale, genuine ambition, and talent within its walls," Balaram said. "This is a platform that supports $1 trillion in assets and is trusted by nearly 3.7 million households and over 10,000 advisors. Additionally, it is an AI-native platform that is entering its next era of growth under Milind's vision and leadership, which makes it an especially exciting time to join." Advisor360° has continued to invest in innovation and growth as firms seek more integrated technology solutions that support the complete advisor workday. The company's platform combines a wealth operating system with a Unified Data Fabric(R) to help advisors operate more efficiently, deliver more personalized advice and gain greater flexibility in how they run their businesses. ABOUT ADVISOR360° Advisor360° is the Autonomous Financial Platform(TM) for advisors, the only experience built around the complete advisor workday. Powered by a wealth operating system and a Unified Data Fabric(R), Advisor360° gives advisors the freedom to choose how they specialize, where they affiliate, and what technology powers their practice, all on a single connected platform. Advisor360° weaves intelligence into every workflow, recommendation, and client interaction. With support for wealth, insurance, and banking on one platform, Advisor360° enables the holistic, personalized financial advice that modern clients expect, and the operational independence that modern advisors demand.