Internship
Systems Engineer – Summer Internship
Posted on 2/2/2024
Advisor360°
501-1,000 employees
SaaS platform for wealth management efficiency
Waltham, MA, USA
This internship opportunity is located in Weston, MA and is described as a hybrid model environment, with most employees working from the office 2 to 3 times per week.
- Internship will start on June 3rd and end on August 16th
- Available to work in a hybrid model environment with a minimum of 2 days per week in the office
- General knowledge and understanding of Windows Server Administration, Linux, DNS, WAN/LAN technologies or the ability to learn through training, mentorship, and growth
- Bash/PowerShell/Perl/Python or other scripting experience a plus, or demonstrated ability to learn through training, mentorship, and growth
- Basic understanding with software development practices and management tools (e.g., Jira, Bitbucket, Confluence, Jenkins, Git, etc.) or demonstrated ability to learn through training, mentorship, and growth
- Collaborate with senior team members to design, test, train, evaluate, maintain, document, and deploy machine learning and statistical models
- Craft well written, efficient, and maintainable code related to data and analytics processes and presentation
- Partner with teams to understand their business objectives and develop requirements for data-driven projects using the principles of machine learning and statistical analysis
- Explain methodology and results to business stakeholders
- Customer and technical communication skills
Advisor360 provides a Software-as-a-Service (SaaS) platform aimed at improving the efficiency and productivity of wealth management firms. The platform is designed for financial advisors and wealth managers, allowing them to manage their business and client relationships from a single system. It streamlines operations, reduces costs, and helps mitigate regulatory risks, giving advisors more time to focus on helping clients achieve their financial goals. The user-friendly interface offers clients a comprehensive view of their financial situation, enabling personalized advice from advisors. Unlike many competitors, Advisor360 consolidates various aspects of wealth management into one integrated solution, which helps firms increase revenue and lower compliance risks. The company's goal is to enhance the wealth management experience for both advisors and their clients through a subscription-based model that ensures ongoing updates and improvements.
Company Stage
N/A
Total Funding
N/A
Headquarters
Waltham, Massachusetts
Founded
2019
6 month growth
↑ 10%1 year growth
↑ 10%2 year growth
↑ 10%
Simplify's Take
What believers are saying
- Advisor360°'s recent leadership changes, including the appointment of Mike Fanning as CEO, bring experienced leadership to drive future growth.
- The selection by GWN Securities to fuel their new technology platform highlights Advisor360°'s strong market position and potential for further client acquisitions.
- Winning the 2023 ThinkAdvisor LUMINARIES Award for Thought Leadership underscores the company's industry influence and innovative capabilities.
What critics are saying
- The wealth management technology sector is highly competitive, requiring Advisor360° to continuously innovate to maintain its edge.
- Regulatory concerns around AI and other advanced technologies could limit the adoption of new features, impacting the platform's attractiveness.
What makes Advisor360° unique
- Advisor360° offers a unified, multi-custodial platform that integrates seamlessly with existing technologies, unlike many competitors who offer fragmented solutions.
- Their focus on reducing regulatory risks and enhancing compliance through features like Gifts and Entertainment Disclosure sets them apart in the WealthTech sector.
- The subscription-based model ensures continuous updates and improvements, providing clients with a consistently evolving platform.
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