WealthTech Solution Launch Advisor360° recently launched Tandem, a cloud-based CRM solution for independent RIAs, presenting a prime opportunity to target this market segment for potential sales engagements.

AI Integration Acquisition The acquisition of Parrot AI by Advisor360° has enhanced its platform with AI-powered tools, providing a unique selling point for engaging with clients seeking advanced meeting recording and transcription solutions.

Key Personnel Appointments The appointments of Dena Upton as Chief People Officer and Milind Mehere as a member of the Board of Directors reinforce Advisor360°'s commitment to strategic leadership, opening avenues for targeted discussions around organizational development solutions and industry insights.

Strategic Partnership The partnership between Advisor360° and Envestnet | Retirement Solutions aimed at streamlining client onboarding signifies a collaborative approach to addressing industry challenges, presenting an entry point for proposing integrated solutions to wealth management firms.

Industry Recognition With a revenue in the range of $100M - 1B, Advisor360°'s strong market presence positions it as a key player in the wealth management technology sector, offering a competitive edge in discussions with clients seeking established industry leaders.