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Brought to you by RivalSense - an AI tool for monitoring any company.

RivalSense tracks the most important product launches, fundraising news, partnerships, hiring activities, pricing changes, tech news, vendors, corporate filings, media mentions, and other developments of companies you're following 💡

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Advisor360

🌎 advisor360.com

Advisor360° is a holistic wealth management platform that leverages a SaaS WealthTech solution to enhance productivity and revenue for financial advisors. The platform streamlines operations, reduces costs, and mitigates regulatory risks, making it a comprehensive tool for managing digital wealth experiences.

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Advisor360 - Latest News and Updates

• Advisor360 launched Parrot AI, a smart and secure AI assistant for wealth management, available as a standalone solution and integrated into their CRM, Tandem.
• Advisor360 launched Tandem, a comprehensive platform for independent RIAs that integrates CRM, reporting, financial planning, and more into a single cost-effective solution.
• LPL Financial plans to integrate Commonwealth Financial Network's capabilities developed with Advisor360 after acquiring Commonwealth for $2.7 billion.
• Advisor360 launched Practice Intelligence, a new data-driven decision-making tool for advisors.
• Advisor360 released the 2025 Connected Wealth Report discussing how outdated technology affects firms and advisors.

• Advisor360, originally part of Commonwealth, now operates independently and provides technology services to advisory firms including MassMutual.
• Darren Tedesco, president of Advisor360, discusses how their Tandem platform uses AI to boost advisor productivity and automate tasks.
• Advisor360 is hiring a Data Engineer specializing in Data and Generative AI in Bengaluru.
• Darren Tedesco of Advisor360 shared insights on unlocking organic growth for financial advisors at the T3 2025 conference.

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