Full-Time
Updated on 5/14/2026
SaaS platform streamlining wealth management operations
$125k - $140k/yr
No H1B Sponsorship
Needham, MA, USA
Hybrid
Three days on-site per week required.
Advisor360 is a WealthTech SaaS platform for wealth management firms. It unifies client relationship management, portfolio tools, client portals, document/workflow features, and compliance into one cloud system that integrates with existing technologies. It operates on a subscription model; advisors and clients interact through a single interface to manage relationships, track investments, and stay compliant, while clients view a consolidated financial life. Its strengths lie in consolidating wealth-management functions, reducing regulatory risk and costs, and providing a user-friendly interface to boost productivity and client engagement, with the goal of helping financial professionals grow revenue and deliver better service.
Company Size
501-1,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Waltham, Massachusetts
Founded
2019
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Unlimited Paid Time Off
Hybrid Work Options
Company Equity
GWN Securities has expanded its partnership with Advisor360°, adopting Parrot AI and advanced meeting preparation tools to modernise its advisor experience. GWN previously implemented Advisor360°'s integrated platform to streamline workflows and unify client data. Parrot AI is an AI assistant built specifically for wealth management, supporting the full client meeting lifecycle from preparation to follow-up. Unlike standalone notetaking tools, it integrates directly into Advisor360°'s platform, providing AI-powered meeting preparation, secure meeting capture, automated CRM updates and household-level intelligence through natural language search. The expansion allows GWN to replace separate notetaking applications with a unified, compliant solution. Advisor360° currently serves two million households with $1 trillion in assets across independent advisors, broker-dealers and registered investment advisers.
Advisor360°, an AI-native operating system for financial advisors, has partnered with CapitalROCK's RightBRIDGE to integrate digital account opening and case management into a single workflow. The solution was developed with input from MassMutual to streamline processes for advisors and clients. The integration combines Advisor360°'s digital onboarding with RightBRIDGE's compliance framework, eliminating duplicate data entry across systems. Key features include flexible account opening, seamless case selection, automated data harmonisation and embedded client documentation. Early results from MassMutual showed significant efficiency gains: the integration saved an average of 15 minutes per account opening and reduced paperwork errors by 66% within the first month. The platform serves two million households with $1 trillion in assets.
Advisor360's Parrot AI update gives advisors new tools to review client data. After acquiring Parrot AI earlier this year, Advisor360 is expanding its capabilities to read, summarize, and interpret client data from CRMs and documents. Wealthtech firm Advisor360 has expanded its Parrot AI advisor assistant to read, summarize, and answer questions about client documents. Parrot can analyze financial plans and account statements, as well as transcribe and summarize client meetings and communications. Advisor360 acquired Parrot AI in January, with 12 full-time employees transferring to Advisor360. Since the acquisition, Advisor360 has aimed to expand Parrot AI beyond its notetaker and transcription tools. Advisors using Parrot AI are in the "multiple thousands," including those from MassMutual and GWN Securities, Mat Mathews of Advisor360 told InvestmentNews. "We have this vision of how can we help advisors really know their clients as well as possible," said Mathews, chief product and engineering officer at Advisor360. "So we added the capabilities to upload their documents, so advisors can now quickly ask the AI within Parrot to tell me what's in this document, whether it's a will and a trust or account statements, things like that." Parrot integrates with Advisor 360's native CRM as well as third-party advisor CRMs such as Redtail, Wealthbox, Salesforce XLR8, and HubSpot. Parrot's updates include new family household insights, as well as being able to transcribe and analyze audio-only recordings and phone call recordings. Financial advisors and wealthtech firms have seen widespread adoption of AI assistants, such as tools from national RIAs Carson Group and Wealthspire, Farther, and Nitrogen. Matthews told InvestmentNews that he could foresee AI being increasingly used by advisors to generate financial advice or wealth planning recommendations to clients. "AIs are already being trained on understanding things like CFP exams and things of that nature, and understanding what type of advice makes sense for certain types of clients based on the regulatory statutes of best interest or suitability," Matthews said. Research from NYU and GoodFin last month found that AI models from OpenAi, Google's Gemini, Anthropic's Claude, China's DeepSeek, and Elon Musk's xAI were able to pass CFA Level III exams. Earlier this year, the CFP Board launched its own AI-powered tool to help human financial advisors study for CFP exams. "Advisors spend a lot of personal time doing a lot of things that aren't necessarily based on relationship management and advice," Matthews said. "So where AI really comes into place is really helping [advisors] scale so they can reach more people. Maybe people that before necessarily couldn't afford a financial advisor will be able to afford one." Including spouses and families in complex planning conversations is a simple yet powerful pathway towards creating clients for life. Biggest premiums in Affordable Care Act EVER on the cards. Osaic also attracted an experienced Fidelity advisor to an OSJ in New York, while Raymond James reeled in breakaways from Wells Fargo, UBS, and Northwestern Mutual. Both brokers faced allegations from regulators they misappropriated client funds. The fintech firms' latest software updates promise deeper insights and streamlined workflows for advisors navigating complex tax planning needs.
Advisor360° wins 2025 WealthManagement.com Industry Award for next generation Digital Onboarding.
Advisor360°, a technology provider for the wealth management industry, has launched a new generative artificial intelligence (AI)-powered meeting assistant, Parrot AI.