Technology Advisor360° Deepens its Insurance Capabilities on Policy Riders AIT News Desk Jan 24, 2023 Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, has made it easier for advisors to view the…
SaaS Advisor360° Introduces New Beneficiaries Capability for Insurance Policies AIT News Desk Jun 29, 2022 Financial advisors can see and report beneficiaries consolidated across investment and insurance products for a more connected digital wealth…
SaaS Advisor360° Names Eric Esfahanian Vice President of Enterprise Sales AIT News Desk Mar 8, 2022 Company continues strategic expansion to address industry demand --Advisor360°, a Software as a Service (SaaS) provider of integrated technology…
Financial Services Advisor360° Names Cassie Warrington VP, Business Development AIT News Desk Nov 12, 2020 Ms. Warrington joins the firm's newly created Business Development team Advisor360°, provider of a unified, integrated software suite for advisors,…
SaaS William D. Green Joins Advisor360° Board of Directors AIT News Desk Sep 15, 2020 Advisor360°, provider of a unified, integrated software suite for advisors, clients, and Broker-Dealers/Rollup-RIAs announced that seasoned enterprise…
Investment Advisor360° Introduces New Insurance Application for Wealth Management Enterprises AIT News Desk Aug 25, 2020 The Advisor360 Platform Now Provides Broker-Dealers With Enhanced Insurance Capabilities, Helping Their Advisors to Grow Their Businesses.…
HR Technology Advisor360° Expands HR, Operations and Engineering Teams with Four New Hires AIT News Desk Jul 13, 2020 Meredith Crouse, Doug Wood, Gilad Sade and John Considine join the WealthTech software company as it grows and evolves its offering WealthTech…
SaaS Advisor360° Names Richard Napolitano, Former EMC/Dell Executive, as CEO AIT News Desk Jun 19, 2020 Mr. Napolitano will focus on growing and expanding the company and bringing the Advisor360° solution to financial advisors across the wealth…
Financial Services Advisor360 Launches Digital Onboarding For Its Flagship Wealth Management Software AIT News Desk Mar 2, 2022 New Offerings Provide Firms with Greater Choice and Flexibility Financial advisors can open client accounts faster than before, in as few as 90…
Apps Google Updates ‘Google Photos’ to Allow Users Train its AI AIT Staff Writer Nov 12, 2020 Just like we learn from our experiences, Machine Learning (ML) too, learns from experiences. A bunch of data is provided to the computer that uses…