Commonwealth’s current contract between its 2,900 advisors and technology company Advisor360° effectively ends on June 1.

NEEDHAM, Mass., March 31, 2026--(BUSINESS WIRE)--Advisor360° TM, the AI-native operating system for the advisor experience, today announced a new integration with CapitalROCK’s RightBRIDGE®, bringing ...

Digital wealth management platform Advisor360° has acquired AI technology firm Parrot AI. Boston-based Parrot AI’s software allows advisors to record, transcribe, and summarize meetings. While that is ...

WESTON, Mass.--(BUSINESS WIRE)--Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, has acquired Parrot AI, a Boston-based generative AI technology firm.

NEEDHAM, Mass., June 04, 2026 (GLOBE NEWSWIRE) -- Advisor360°, the financial platform built around the complete advisor workday, today announced the appointment of Milind Mehere as Chief Executive ...

Three major wealth technology providers – Advisor360, Nitrogen, and Advisor CRM – have introduced new artificial intelligence features and integrations aimed at reducing manual work and boosting ...

Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company WESTON, Mass.--(BUSINESS WIRE)--Advisor360° has ...

WESTON, Mass., Aug. 25, 2020 /PRNewswire/ -- Advisor360°, provider of a unified, integrated suite of customizable tools for advisors, clients, and enterprises, today announced it has expanded the ...

Software developer Advisor360° is overhauling the way it’s selling its technology. The Commonwealth Financial Network spin-off is creating software bundles as it seeks to speed up onboarding for ...

Commonwealth Financial Network may have discovered a new way to use the challenges facing the independent broker-dealer space to its advantage. Processing Content The company’s partners launched a ...

Advisor360° is kicking off 2023 by welcoming new tech tools and new teammates. The Weston, Massachusetts-based wealth management technology firm has acquired the digital technology and related wealth ...

(MENAFN- GlobeNewsWire - Nasdaq) Fintech entrepreneur and AI-native platform founder joins to accelerate investment in AI, product innovation, and platform expansion NEEDHAM, Mass., June 04, 2026 ...