Advisor360°, a leading provider of unified technology solutions for wealth management firms, has announced the launch of a new suite of artificial intelligence (AI) features designed to enhance advisor productivity and streamline operations. These enhancements include a robust intelligent reporting engine, an embedded virtual assistant, and a secure meeting agent—further strengthening the company’s commitment to delivering context-rich, AI-driven capabilities across the Advisor360° platform.
Embedded Virtual Assistant Transforms Daily Workflows
The newly upgraded AI-powered platform assistant is now deeply integrated into daily workflows, providing financial advisors with hands-free, voice-enabled automation for key tasks. By using natural language commands, advisors can create new contacts, assign tasks, and access detailed information with ease.
With support for more than 400 of the most frequently asked questions, the assistant delivers personalized, accurate responses enriched with embedded videos, relevant documents, and contextual visuals. These enhancements enable advisors to solve issues faster and complete tasks more efficiently—reducing time spent navigating systems.
“Our advanced AI assistant moves beyond intelligent response to intelligent action,” said Mat Mathews, Chief Product and Engineering Officer at Advisor360°. “It doesn’t just answer questions—it helps advisors work smarter and faster, freeing them up to focus on clients instead of navigating technology. Over time, it will become the primary way advisors and staff interact with data to manage tasks across the platform.”
Advanced Reporting Unlocks Real-Time Business Intelligence
Advisor360° has also introduced a new practice-level and back-office reporting solution that provides advisors and operations teams with instant access to data-driven insights. Built on the firm’s proprietary Unified Data Fabric® (UDF), this centralized, cloud-native platform consolidates financial and CRM data across systems—enabling advisors to generate custom reports, identify opportunities, and take action in real time.
This upgraded reporting engine is designed for high-performance analysis across massive datasets. Advisors can now identify trends such as uninvested cash, tax-loss harvesting potential, or cross-sell opportunities across millions of accounts—without manual data reconciliation.
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“Our new practice intelligence solution goes beyond faster reporting—we’ve unified fragmented data across systems to help advisors make quicker, more informed decisions on a platform built for the scale, speed, and security that modern firms demand,” said Mathews. “We’re engineering this to be an indispensable hub where advisors and staff uncover opportunities and take action. In fact, users already say they spend 50% less time on reporting.”
The next phase of development will introduce AI-driven enhancements including natural language querying and smart digital agents to automate complex tasks such as processing required minimum distributions (RMDs) and coordinating client outreach.
Secure AI Meeting Assistant Elevates the Advisor Experience
Building on recent advancements, Advisor360° has also integrated a generative AI-powered meeting assistant into its platform. This secure, compliance-ready tool automates note-taking, transcriptions, meeting summaries, follow-up communications, and CRM updates—all within a privacy-first environment tailored for wealth management professionals.
By eliminating the need for manual documentation, the meeting assistant allows advisors to concentrate on delivering high-value client experiences while ensuring regulatory requirements are met.
“AI is only as smart as the knowledge behind it—and ours is steeped in decades of advisor-focused insight,” said Mathews. “The result? Our platform sets a new standard for what wealth firms should expect from AI.”
With these innovations, Advisor360° continues to lead the way in delivering scalable, AI-driven tools that simplify operations, deepen client relationships, and help advisors unlock new growth potential.