Advisor360°, a leading provider of integrated technology for wealth management firms, has introduced a new wave of artificial intelligence (AI) features that bring smarter automation, real-time insights, and faster workflows to financial advisors. With the addition of an intelligent reporting engine, embedded virtual assistant, and secure meeting agent, the company continues to advance its delivery of context-rich AI across the Advisor360° ecosystem.

Embedded Virtual Assistant Adds Enhanced Capabilities

Advisor360°’s AI-powered platform assistant now delivers highly personalized support and automation directly within daily workflows, accelerating advisor productivity where it matters most.

With hands-free, voice-enabled functionality, users can perform key actions by engaging with the assistant using natural language—such as creating new contacts or assigning tasks. It also answers more than 400 of the most frequently asked questions with customized precision—enhanced by embedded videos, document links, and contextual images. This deeper, more dynamic content means issues are resolved faster and advisors can execute on tasks more efficiently.

“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.”

Practice-Level Reporting Delivers Instant Insights

Advisor360° also rolled out an improved practice-level and back-office reporting and analytics solution to streamline data access and eliminate manual reconciliation in real time. The new capability allows users to generate custom reports, identify business opportunities, and act on critical insights in seconds.

Powered by Advisor360°’s Unified Data Fabric® (UDF), the updated feature unifies financial and CRM data from multiple sources into a centralized, cloud-native environment. Unlike typical reporting tools, it’s engineered for speed and scale—processing complex datasets dramatically faster. Advisors and the back office can filter across millions of accounts to identify portfolio trends and uncover opportunities, such as uninvested cash to unlock tax-loss harvesting and boost cross-sell and alternative investment activity.

“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.”

In the next phase of its rollout, Advisor360°’s practice intelligence solution will enable users to leverage built-in AI features like natural language querying and smart digital agents to automate even more complex tasks—including processing required minimum distributions (RMDs) and streamlining client outreach.

Secure Meeting Intelligence for Advisory Firms

The newest AI capabilities build on the recent release of Advisor360°’s generative AI meeting assistant, which automates note-taking, transcription, meeting summaries, follow-up email drafting, and CRM updates inside a secure, compliant environment that’s purpose-built for a better advisor experience.

By eliminating the need for manual documentation, the gen AI-powered meeting assistant frees advisors to focus on client engagement and business growth without compromising data security or regulatory standards.

“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.”

About Advisor360°

Advisor360° builds, integrates, and delivers technology for wealth management firms. The company’s award-winning, integrated, and open architecture SaaS platform brings a connected digital wealth experience to financial advisors, their clients, and the home office. Powered by AI-driven insights, Advisor360° streamlines portfolio and performance reporting, financial planning, insurance, proposal generation, trading and model management, document management, analytics, and compliance. The company’s proprietary Unified Data Fabric® (UDF) ensures seamless integration with existing tech stacks. Today, three million households with $1 trillion in assets benefit from the connected Advisor360° experience. To learn more, visit www.advisor360.com.

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“AI is only as smart as the knowledge behind it—and ours is steeped in decades of advisor-focused insight,” said Mat Mathews, Advisor360° Chief Product and Engineering Officer. “Our platform sets a new standard for what wealth firms should expect from AI.”