Best AI for AdvisorsDisclosure: Some links on this page may be affiliate links, which means we may earn a commission at no extra cost to you. Listings are independent and sponsored placements are always labeled. Learn more.
Advisor360°
In one line: Connected wealth platform (CRM, planning, trading, reporting, compliance) with embedded AI agents for meeting prep, client insights and follow-up.
| 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 |
| Free option | Not confirmed; check vendor site |
| Pricing | Contact vendor · See all plans (as of October 29, 2026) |
| Website | www.advisor360.com/ |
| Last checked | October 29, 2026 |
What it 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.
Advisor360° review · Advisor360° pricing · Advisor360° alternatives
Get a Advisor360° demo
Tell us a little about your firm and we'll pass your request to Advisor360°'s team. Free, no obligation.
Alternatives to Advisor360°
Nevis
Mid-size and large RIAs that want one AI platform for meeting prep, tasks, onboarding and account opening across Schwab and Fidelity
Salesforce Financial Services Cloud
Larger firms that want a highly customizable platform
Practifi
Growing RIAs that want structured workflows
JIFFYAI
Firms that want onboarding, servicing and an AI advisor assistant on one data layer across their custodians and CRM
Compare: Advisor360° vs Nevis
Compare with other tools (side by side, up to 4)
FAQ
What is Advisor360°?
Connected wealth platform (CRM, planning, trading, reporting, compliance) with embedded AI agents for meeting prep, client insights and follow-up.
Who is Advisor360° 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. It is in our crm & client follow-up category.
How much does Advisor360° cost?
Advisor360° doesn't publish prices on its website as of October 29, 2026; contact the vendor for a quote.
What are alternatives to Advisor360°?
Nevis, Salesforce Financial Services Cloud, Practifi, JIFFYAI.