Advisor360°'s New AI Capabilities and Multi-Custodian Support
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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®, 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® 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.