Advisor360°

It’s launch day! Our latest newsletter on digital onboarding featuring Charles "Chuck" Failla, CFP®, Meredith Connell, CFP®, and Collin Ross is out now! Read here: https://lnkd.in/gSxSj7_4 #FinTech #WealthManagement #Technology #LinkedInNewsletter

Want to learn about advisor transitions? You’re in luck! Our next LinkedIn newsletter is full of great insights about the advisor transition process. Subscribe here: https://lnkd.in/emcWNKJV #FinTech #WealthManagement #LinkedInNewsletter

We’ve been busy here at Advisor360°! Learn about our tech milestones and enhancements from the first half of the year here: #FinTech #WealthManagement #Technology

Drumroll, please! 🎉The 2024 MMI/Barron's Industry Awards finalists have been named! Congratulations to the following firms that have been nominated for delivering superior solutions for financial advisors and investors over the past year. #MMIIndustryAwards #AssetManagers #WealthManagers #TechnologyProviders https://lnkd.in/dVNARHAK   Adhesion Wealth Advisor Solutions Advisor360° Amundi US Blackstone          Blue Owl Capital BNY Pershing BondBloxx Investment Management Brooklyn Investment Group Calamos Investments CapIntel           Clark Capital Management Group Cohen & Steers Domini Impact Investments LLC E78 Federated Hermes Fidelity Investments Franklin Templeton (Subsidiary: O'Shaughnessy Asset Management) Halo Investing iCapital IMTC   LPL Financial Macquarie Group Merrill Lynch Morgan Stanley Morgan Stanley Wealth Management Nitrogen   North Square Investments Osaic   Raymond James Russell Investments SMArtX Advisory Solutions StepStone Private Wealth UBS Advisory Sales & Consulting Wells Fargo Wealth and Investment Management YourStake

Next week, my colleagues at Advisor360° are hosting a webinar... The Productivity Edge: Streamlining the Advisor Workload! #brokerdealer and #RIA leadership, are you curious about how to streamline your advisor workload? We'll be showcasing Advisor360°'s seamlessly integrated multi-custodial platform and how it makes lives easier. Don't miss out—register now to secure your spot! https://lnkd.in/gpMUbkQH Jennifer Sawan, Eric Esfahanian, Michael Hanson

How to Simplify Account Transitions for Advisors and Clients Patrick Noonan, Sr Product Manager for Wealth Management and Insurance, and Collin Ross, Product Manager at Advisor360°, discuss account transitions and what they mean for firms trying to attract advisors, and for advisors themselves who are moving firms or buying large books of business. How can this process be streamlined—making the transition far easier with fewer interruptions for both the advisor and client? Tune in to this LinkedIn Live to find out.

It’s not too late to register for our #LinkedInLive today at 12:30pm with Patrick R. Noonan, CFP® and Collin Ross! Register here: https://lnkd.in/gYnrG7sB #FinTech #WealthManagement

Advisor360° is hosting an upcoming webinar—The Productivity Edge: Streamlining the Advisor Workload! Join us for this noteworthy event and see a high-level demonstration of Advisor360°’s easily integrated multi-custodial platform, register now: https://lnkd.in/gpMUbkQH

Our next #LinkedInLive on Account Transitions (including how to setup up to 6,000 client accounts in 90 seconds) is July 25th at 12:30pm! You don’t want to miss this insightful discussion with Patrick R. Noonan, CFP® and Collin Ross. Register now: https://lnkd.in/gYnrG7sB #FinTech #WealthManagement

Get ready for our next LinkedIn newsletter! Subscribe here: https://lnkd.in/e67UGgwF #FinTech #WealthManagement #LinkedInNewsletter