Advisor360° has been recognized as a Summiteer in a new research report from The Oasis Group, a leading consultancy for the wealth management industry. The Summiteer designation is reserved for the highest-performing WealthTech platforms—those with comprehensive and flexible product offerings that meet the needs of a broad cross-section of wealth managers.
The Peaks Research for Wealth Platforms evaluates how the industry’s top technology platforms empower wealth management firms to better serve clients, analyzing ideal customer personas, strengths, areas for improvement, and overall market positioning. The 10 platforms featured in the report represent more than $25 trillion in tracked assets.
“Advisor360° scored very well in The Oasis Group Peaks for Wealth Platforms study. Its unified wealth management infrastructure with a single data model eliminates the need to manage multiple third-party vendors for integrations. This sets the firm apart from the other enterprise platforms that grew through acquisitions,” said John O’Connell, founder and CEO of The Oasis Group. “We expect Advisor360°’s recent acquisition of Parrot AI to quickly increase its platform’s AI capabilities, providing a competitive edge in the enterprise wealth platform market.”
The report notes that the Advisor360° platform is a standout in the following areas:
- Unified Wealth Management Infrastructure
- Enterprise-Grade Scalability and Control
- Advanced Digital Account Opening Workflow
- Single Data Model Across the Platform
- Embedded Compliance and Oversight Tools
- Client Portal and Digital Collaboration Tools
“Without the right tools, advisors can’t provide the service that clients expect—so outdated technology is more than an inconvenience, it’s a barrier to business growth,” said Darren Tedesco, President of Advisor360°. “We’re honored to be recognized by The Oasis Group for our work enabling firms to offer more efficient, advisor-friendly experiences.”
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