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Advisor360° review for financial advisors
By William Foster · Updated October 29, 2026
Verdict: Advisor360° is best for broker-dealers, insurance broker-dealers and RIAs that want one platform and data layer for the whole advisor workday, with AI built in. Pricing: Contact vendor. Skip it if you're happy with your CRM and only want an AI notetaker on top of it.
How we review: this is an editorial summary of what Advisor360° publishes about its product and pricing, checked on October 29, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.
At a glance
| Best for | Broker-dealers, insurance broker-dealers and RIAs that want one platform and data layer for the whole advisor workday, with AI built in |
|---|---|
| Category | CRM & client follow-up |
| Starting price | Contact vendor |
| Free option | None listed |
| Pricing model | By quote |
| Website | www.advisor360.com/ |
What Advisor360° does
Advisor360° calls itself the Autonomous Financial Platform for advisors: CRM, planning, portfolio management, trading, reporting, billing, compliance and the client experience on one Unified Data Fabric, with modules firms can switch on as needed. Its AI includes Meeting Prep, an agent that builds a personalized agenda days before a meeting from CRM activity, portfolio performance, plan goals, open tasks and household history and flags items such as missing beneficiaries, unconsolidated outside assets and tax-loss-harvesting opportunities; VIDA, a suite of AI agents that answers plain-language questions about a household or the whole book and can act with advisor confirmation; Client Intelligence, a reporting agent; and Parrot AI, which captures conversations and organizes documents by household into the CRM. Its August 2026 release added a Schwab account-opening pilot and straight-through trading with Fidelity. Advisor360° says the platform supports more than 22,000 advisors and staff and over $1 trillion in assets. Pricing is not published.
Key capabilities, per Advisor360°
- Meeting Prep agent builds a personalized agenda from CRM, portfolio, plan and household data and flags missing beneficiaries or outside assets
- VIDA AI agents answer plain-language questions about a household or the whole book and act with advisor confirmation
- CRM, planning, trading, reporting, billing and compliance on one Unified Data Fabric
Good fit if
You want broker-dealers, insurance broker-dealers and RIAs that want one platform and data layer for the whole advisor workday, with AI built in.
Skip it if
You're happy with your CRM and only want an AI notetaker on top of it.
What to check before you buy
- It is a full platform; plan for a migration, not a plug-in.
- Ask which modules and AI features are included in your quote.
- Confirm custodian support for your book (Schwab account opening was a pilot in August 2026).
- Have your compliance team review data handling and recordkeeping before any client data goes in.
How Advisor360° compares on price
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Advisor360° | Contact vendor | None listed | Pricing details |
| Nevis | Contact vendor | None listed | Pricing details |
| Salesforce Financial Services Cloud | From $325/user/mo (annual) | None listed | Pricing details |
| Practifi | From $135/user/mo | None listed | Pricing details |
| JIFFYAI | Contact vendor | Free trial offered (per the vendor's site). | Pricing details |
| Wealthbox | From $59/user/mo | Free trial offered. | Pricing details |
List prices from each vendor's website as of October 21, 2026.
Get a Advisor360° demo
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FAQ
Is Advisor360° good for financial advisors?
It's a strong fit for broker-dealers, insurance broker-dealers and rias that want one platform and data layer for the whole advisor workday, with ai built in. Connected wealth platform (CRM, planning, trading, reporting, compliance) with embedded AI agents for meeting prep, client insights and follow-up.
What are Advisor360°'s main features?
Meeting Prep agent builds a personalized agenda from CRM, portfolio, plan and household data and flags missing beneficiaries or outside assets. VIDA AI agents answer plain-language questions about a household or the whole book and act with advisor confirmation. CRM, planning, trading, reporting, billing and compliance on one Unified Data Fabric.
Who should not use Advisor360°?
You're happy with your CRM and only want an AI notetaker on top of it.
How much is Advisor360°?
Advisor360° prices by quote; it doesn't publish prices.