Articles from Advisor360

NEEDHAM, MA, Aug. 26, 2026 (GLOBE NEWSWIRE) -- Advisor360°TM, the Autonomous Financial PlatformTM built around the complete advisor workday, today announced its August platform release, with enhancements across three areas: proactive intelligence, multi-custodian connectivity, and client data collection. The release advances the company’s AI-native wealth platform and gives advisors more freedom in how they custody, trade, and onboard clients.

NEEDHAM, Mass., Aug. 18, 2026 (GLOBE NEWSWIRE) -- Advisor360°™ today announced that Tucker Bria Wealth Strategies, a Durham, North Carolina-based independent wealth management firm, has adopted its AI-native operating system to retain the technology that allows them to maintain continuity in how they run their business, operations, and client experience following their transition to Cetera through its Summit Financial Networks community.

Advisors can now pilot an integration that enables them to open Schwab accounts directly from the Advisor360° platform—no DocuSign needed.

NEEDHAM, Mass., Aug. 04, 2026 (GLOBE NEWSWIRE) -- Advisor360°™ today announced that Lexington Financial, Inc., a Braintree, Massachusetts-based independent wealth management firm, has adopted its AI-native operating system to power its advisor workday, operations, and client experience as it moves forward to its next chapter with Cetera.

Balaram joins Advisor360° with more than 15 years of experience driving growth and scaling businesses across fintech and financial services.

AI-powered meeting preparation reduces prep time by 60%.

Fintech entrepreneur and AI-native platform founder joins to accelerate investment in AI, product innovation, and platform expansion