TLDR: Advisor360°, a leading technology provider for wealth management firms, has been honored with the prestigious 2025 WealthManagement.com Industry Award for Client Onboarding/New Account Opening. The award specifically recognizes their innovative ‘Account Transitions’ solution, designed to streamline and automate the complex process of transferring client accounts when advisors switch firms. This marks the third ‘Wealthies’ award for Advisor360° in the digital onboarding category, highlighting their consistent innovation in the field.
NEEDHAM, Mass. – Advisor360°, a prominent provider of integrated technology solutions for wealth management firms, has once again been recognized for its industry-leading innovation, securing the 2025 WealthManagement.com Industry Award for Client Onboarding/New Account Opening. The accolade, often referred to as ‘The Wealthies,’ celebrates Advisor360°’s ‘Account Transitions’ solution, a next-generation digital onboarding capability launched in 2024.
Account Transitions is engineered to significantly accelerate and simplify the often-arduous process of moving client accounts when financial advisors transition to new firms. The solution boasts impressive capabilities, including the ability to upload client account data for up to 6,000 accounts in mere minutes. It standardizes data collection and transfer, automates error detection, and seamlessly creates new contacts and household records for Customer Relationship Management (CRM) systems, while also drafting new account information.
Mike Fanning, CEO of Advisor360°, expressed his pride in the achievement, stating, “We’re honored to receive our third Wealthies Award for Digital Onboarding. With Account Transitions, advisors and their clients can have a smooth and seamless start as they settle into a new firm.” He further elaborated on the solution’s impact, adding, “With Account Transitions, we’re helping advisors overcome one of the most challenging moments of their careers—switching firms and moving entire books of business—so they and their clients can have a smooth and seamless start as they settle into a new firm.”
By digitizing and automating bulk account transfers and repapering, Account Transitions offers a modern and efficient transition experience. This not only minimizes disruption for clients but also builds trust and preserves client continuity, ultimately strengthening a firm’s competitive position in recruiting new advisors.
This latest recognition marks Advisor360°’s third consecutive win in the digital onboarding category at the WealthManagement.com Industry Awards. The company was previously honored in 2024 for its enhanced Digital Onboarding solution and its integration with Envestnet’s “ENV2” managed accounts platform, and was named best-in-class in 2022 when its initial Digital Onboarding solution was launched. The WealthManagement.com Industry Awards, now in its 11th year, is a prestigious program that acknowledges outstanding achievements by companies and individuals who contribute to the success of financial advisors, with winners selected based on both quantitative and qualitative measures of innovation and impact.
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In a related development earlier this year, on February 25, 2025, Advisor360° announced the acquisition of Parrot AI, a generative artificial intelligence technology firm. This acquisition further enhances Advisor360°’s agentic AI capabilities, indicating a strategic focus on leveraging advanced technologies to improve its wealth management solutions.
