Advisor360° is a fully-integrated wealth management SaaS platform that unifies all systems Financial Advisors need to run their business and support clients.

Information Technology

Advisor360°

Advisor360°'s headquarters in Weston, MA, United States

Michael R. Fanning

Abbe Gálvez Cordón

James Derry

Alison Durant

Jason Quinn

Mat Mathews

Dena Upton

Darren Tedesco

Alex Cunningham

Matt Deitch

Tom Lux

John Plansky

John Vaccaro

Wayne Bloom

Bob Davis

William Green

Milind Mehere

The Leadership Team at Advisor360° is responsible for setting the strategic direction and vision for the company, driving innovation in wealth management solutions, and ensuring operational excellence across all departments. Comprising executives from product development, engineering, client services, data analytics, and operations, this team collaborates to enhance the platform's capabilities, safeguard client information, and optimize customer experiences, ultimately supporting Financial Advisors in running their businesses effectively.

Leadership Team

The Software Development and Engineering team at Advisor360° is responsible for designing, developing, and maintaining the integrated wealth management SaaS platform. This team collaborates closely on software architecture, quality assurance, and user experience to ensure that financial advisors have access to a robust and efficient toolset for managing their businesses and supporting clients effectively. They leverage agile methodologies to continuously enhance the platform, incorporating feedback and new technologies to stay ahead in the industry.

Software Development and Engineering

The Data Analytics and Operations team at Advisor360° is responsible for leveraging data insights to enhance the platform's functionality and drive informed decision-making. This team collaborates on data integration, performance measurement, and the development of advanced analytics tools, ensuring that financial advisors have access to accurate and actionable information to optimize client services and improve operational efficiency.

Data Analytics and Operations

The Product Management and Implementation team at Advisor360° is responsible for defining and executing the product strategy to enhance the wealth management SaaS platform. They collaborate closely with cross-functional teams to ensure seamless integration and deployment of features, prioritize customer needs, and drive product enhancements. This team also facilitates the successful implementation of solutions for financial advisors, ensuring that clients fully leverage the platform to optimize their business operations.

Product Management and Implementation

The User Experience and Design team at Advisor360° focuses on enhancing the usability and visual appeal of the wealth management platform. They conduct user research, create intuitive designs, and develop educational materials to ensure that Financial Advisors have a seamless experience while navigating the software, ultimately promoting better client engagement and satisfaction.

Advisor360°

Org chart

Board & advisors

Teams

Leadership Team

Software Development and Engineering

Data Analytics and Operations

Product Management and Implementation

User Experience and Design

Offices

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