Advisor360°™, the Autonomous Financial Platform™ built around the complete advisor workday, today announced the launch of Meeting Prep, an AI agent that delivers zero-click meeting preparation.

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.

Advisor360°TM, the AI-native operating system for the advisor experience, and Conquest Planning, a technology platform modernizing financial planning with customized advice across the wealth spectrum, ...

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 ...

(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 ...

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 ...

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 ...

WESTON, Mass.--(BUSINESS WIRE)--Advisor360° has acquired the digital onboarding technology and related wealth management assets of technology solutions provider Agreement Express from Frontier Growth, ...

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 ...