Advisor360°

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Happy Women’s History Month! This month, we honor the women who have shaped wealth management and continue to drive innovation, leadership, and progress. From breaking barriers to redefining wealth management, their contributions inspire the future of finance. To celebrate, we catered lunch from Las Palmas Kitchen, a Dominican-owned, woman-owned business in Roslindale. We are excited to welcome Las Palmas and their community focus to the cafeteria! #WomensHistoryMonth #Leadership #Innovation #WealthManagement #FinTech

Meeting wonderful people and representing Advisor360° with Eric Esfahanian at Cramer & Associates this week in Nashville.

Have you tried Tandem by Advisor360°? Tandem is a powerful, purpose-built suite of tools to help independent RIAs create operational efficiencies and gain client insights instantly.?It integrates a CRM, robust reporting engine, document management, and an investor portal. Learn more here: https://lnkd.in/giRCT_A6 #WealthManagement #FinTech #DataAnalytics #AdvisorSuccess

Hey, we moved! This was the largest project of my career to date. 400+ individually assembled and arranged nameplates, 400+ seat assignments (+ 40 hours of planning said seat assignments), 400+ badges, 400+ desk setups, over 100 Office Services crates alone, and 4,000 ad-hoc moving tasks and six months later ... we have a brand new gorgeous office in Needham, MA! I am especially grateful for the unwavering support of friends and colleagues including Debbie McKinney, Annmarie Babineau, PMP Stephen Sparacino, Steve Sommers, the wonderful People and Places, NetSec, and Help Desk teams, and everyone who helped wrangle vendors and COIs, sign contracts, respond to my rambling multitudinous emails and ramblings about kitchen organization plans, talk me off mental cliffs I unwittingly scaled (@ Debbie), and offered me a hug when I didn't know I needed it and gave me one when I knew I really, really did. It takes a village and I am so lucky to have the village I do at Advisor360°. Now let's break it in a little! Thank you everyone for helping make this process so smooth. And thank you for trusting me with this process!

We’ve moved! ?? Our new corporate headquarters has relocated to beautiful 400 First Avenue in Needham, Massachusetts. ??? We are thrilled to bring our teams together in this dynamic, collaborative space as we continue to deliver a connected digital wealth experience to financial advisors, their clients, and the home office so that firms can drive better outcomes and innovate quickly. Read more about this exciting change here: https://lnkd.in/eiuxPXGC #PressRelease #FinTech #WealthManagement

#GenerativeAI is transforming wealth management—and it’s embedded across our solutions. Find out how the 300 advisors we surveyed for our 2025 Connected Wealth Report are using it! Read the report here: https://lnkd.in/g5Pv6G9W #FinTech #WealthManagement #ConnectedWealth #Data #FinancialAdvisors

A special thank you to Yahoo Finance for your article on our latest product, Tandem by Advisor360°. Read here: https://hubs.li/Q03bJbWB0 #FinTech #WealthManagement #Technology

Congratulations Tim DiSette ChFC, AIF?Ryan Fleming Chris Rivers, CFP?, CRPC? Elizabeth Thorley, MS, CFP?, CLU, AIF?, AEP? Commonwealth Financial Network and all of our excellent and productive partners at Commonwealth Financial Network for this well-deserved recognition from InvestmentNews! ?? #bestinthebusiness #productivity #financialadvisor

A big thank you to Financial Advisor Magazine and Ed Hayes for their article! Check out what they had to say about our 2025 Connected Wealth Report here: https://lnkd.in/em3iqrQc #FinTech #WealthManagement