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°

Michael R. Fanning

Lisa Eklund

Mike Griggs

Michele Doyle

Michael Griggs

Matt Mancini

Mat Mathews

John Stevens

Jeff Schwantz

Dena Upton

Dave Parenti

Darren Tedesco

Claude Denton

Alex Cunningham

Abbe Gálvez Cordón

Leadership Team

Software Development and Engineering

Data Analytics and Operations

Product Management and Implementation

User Experience and Design

Teams at Advisor360°

Leadership Team

Software Development and Engineering

Data Analytics and Operations

Product Management and Implementation

User Experience and Design