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Advisor360° CRM

advisor360.com

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Spec score 8.4 #3 of 16 in Wealth Management

What it is

Advisor360° CRM is a cloud wealth-management CRM built into the Advisor360° platform. It organizes people, accounts, relationships, and activity around household records, keeping notes, decisions, documents, and next steps together. Prospects move through structured stages from first engagement to conversion and onboarding, with ownership and practice-wide visibility. A searchable timeline combines meetings, email, documents, and tasks, and tasks can trigger subsequent workflow steps. Parrot AI organizes household conversations and documents, links insights across meetings, and surfaces summaries and follow-up actions. Advisors can view and update key records in the Advisor360° Mobile App for Android and iOS, as well as on the web. The CRM names Outlook and Exchange Online integrations and connects with portfolio, planning, and trading tools. Secure messaging, document vault integration, compliance-designed texting, and practice reporting support protected communications and oversight. Advisor360° states that access uses unique credentials, multi-factor authentication, and AES-256 encryption, with SOC 2 and HIPAA certification.

Spec sheet

What it does
Advisor360° CRM is a wealth-management CRM embedded in the Advisor360° platform and organized around households.Read 15 Oct 2026 · advisor360.com
Purpose
Advisor360° CRM is a wealth management client relationship management application built natively into the Advisor360° platform.Read 9 Oct 2026 · advisor360.com
Integrations
The CRM page names Outlook and Exchange Online integration and says the CRM connects with portfolio, planning, and trading tools in the platform.Read 9 Oct 2026 · advisor360.com
Security
Advisor360° says platform access uses unique user IDs and passwords with multi-factor authentication, and communications are encrypted with AES-256.Read 9 Oct 2026 · advisor360.com
Headquarters
400 1st Avenue, Needham, MA 02494, United StatesRead 28 Sep 2026 · advisor360.com
API history
Advisor360° previously offered an Imaging API with auditing, reporting and household grouping capabilities.Read 15 Oct 2026 · advisor360.com
Browser requirements
Supported desktop browsers are Chrome, Firefox, Safari and Edge; supported mobile browsers are Safari and Chrome, with current Apple, Android and Microsoft operating systems required.Read 15 Oct 2026 · advisor360.com
Client history
Notes, decisions, documents, and next steps are captured and connected to the household record for access by the team.Read 9 Oct 2026 · advisor360.com
Communications compliance
The CRM includes secure messaging, document vault integration, and compliance-designed texting intended to keep communications protected, captured, and audit-ready.Read 9 Oct 2026 · advisor360.com
Company founder
Crunchbase identifies Darren Tedesco as Advisor360°’s founder and president.Read 15 Oct 2026 · crunchbase.com
Company headquarters
LinkedIn lists headquarters at Needham, Massachusetts, with a primary address of 400 1st Ave.Read 15 Oct 2026 · linkedin.com
Company size
LinkedIn lists Advisor360° as privately held with 501–1,000 employees.Read 15 Oct 2026 · linkedin.com
Compliance certifications
Advisor360° states that its platform is annually SOC 2 certified, HIPAA certified and aligned with AICPA Trust Services Principles.Read 15 Oct 2026 · advisor360.com
Compliance communications
The CRM includes secure messaging, document-vault integration and compliance-oriented texting with captured records.Read 15 Oct 2026 · advisor360.com
CRM sync changelog
The September 2026 Parrot AI release added self-service Advisor360 CRM connection, household mapping and automatic CRM sync retries for temporary API errors.Read 15 Oct 2026 · advisor360.com
Custodian support
Digital Onboarding supports account opening with Fidelity, Pershing and Schwab plus direct mutual-fund and annuity business.Read 15 Oct 2026 · advisor360.com
Dependent workflows
Completing tasks can automatically trigger subsequent workflow steps.Read 15 Oct 2026 · advisor360.com
Document management
Document Vault stores household documents, supports client portal exchange, ingests custodian documents and keeps viewing and change history.Read 15 Oct 2026 · advisor360.com
Email integration
The CRM integrates with Outlook and Exchange Online.Read 15 Oct 2026 · advisor360.com
Google Play availability
Google Play lists Advisor360° Mobile with at least 100 downloads and encrypted data in transit.Read 15 Oct 2026 · play.google.com
Household records
The CRM connects household people, accounts, relationships, meetings and history in one record.Read 15 Oct 2026 · advisor360.com
Interactive timeline
Meetings, emails, documents and tasks appear on one searchable relationship timeline.Read 15 Oct 2026 · advisor360.com
Legal name
Crunchbase identifies the legal entity as Advisor360°, LLC.Read 15 Oct 2026 · crunchbase.com
Limit: learning curve
Gappsy cautions that the platform’s broad native feature set can create a learning curve for organizations coming from simpler point tools.Read 15 Oct 2026 · gappsy.com
Limit: pricing transparency
Gappsy reports that public pricing is unavailable and firms must request a quote through sales.Read 15 Oct 2026 · gappsy.com
Limit: target market
Gappsy says the platform is designed for wealth-management and advisory firms rather than general-purpose CRM use.Read 15 Oct 2026 · gappsy.com
Maintenance notice
Advisor360°’s public maintenance page displayed scheduled maintenance and asked visitors to return later.Read 15 Oct 2026 · maintenance.advisor360.com
Meeting intelligence
Parrot AI carries household-level meeting conversations, summaries and follow-up actions into CRM workflows.Read 15 Oct 2026 · advisor360.com
Mobile
The Advisor360° Mobile App lets advisors view and update key CRM records from anywhere.Read 9 Oct 2026 · advisor360.com
Mobile app access
The Advisor360° mobile app requires an Advisor360° platform login and is restricted to advisors, staff and employees using that platform.Read 15 Oct 2026 · play.google.com
Mobile CRM
Advisor360° Mobile lets users view and update key CRM records away from the desktop.Read 15 Oct 2026 · advisor360.com
Notable news
On August 10, 2026, Advisor360° announced a pilot for native Schwab account opening through its digital onboarding API.Read 15 Oct 2026 · advisor360.com
Pipeline
Prospects can be tracked through structured stages from first engagement through conversion and onboarding, with ownership and practice-wide visibility.Read 9 Oct 2026 · advisor360.com
Pipeline management
Prospects can move through defined stages from first conversation through onboarding with assigned ownership.Read 15 Oct 2026 · advisor360.com
Planning integration
Advisor360° Planning passes account, household and CRM context into planning and returns plans to client-management tools.Read 15 Oct 2026 · advisor360.com
Platform applications
Advisor360° offers native CRM, planning, portfolio reporting, practice intelligence, document vault, insurance, onboarding, billing, trading and AI applications.Read 15 Oct 2026 · advisor360.com
Praise: multi-custodian support
Gappsy highlights Fidelity, Pershing and Charles Schwab integrations as helping firms keep existing custodial relationships.Read 15 Oct 2026 · gappsy.com
Praise: unified platform
Gappsy praises the unified data fabric for combining CRM, planning, portfolio, trading and compliance information into a household-centric view.Read 15 Oct 2026 · gappsy.com
Public API
Advisor360° announced a digital onboarding API that sends Schwab account-opening information directly from its platform.Read 15 Oct 2026 · advisor360.com
Rating on Apple App Store
3.7 out of 5 from 3 ratingsRead 15 Oct 2026 · apps.apple.com
Rating on TrustRadius
TrustRadius shows an Advisor360 product comparison listing but no user rating or review count on the opened page.Read 15 Oct 2026 · trustradius.com
Reporting
Practice-level reporting exposes relationship health, pipeline progress and team execution patterns.Read 15 Oct 2026 · advisor360.com
Security certifications
Advisor360° says its platform complies with AICPA Trust Services Principles and is SOC 2 and HIPAA certified.Read 9 Oct 2026 · advisor360.com
Security controls
The platform requires unique credentials and multifactor authentication and uses continuous security monitoring.Read 15 Oct 2026 · advisor360.com
Security encryption
Advisor360° says communications and stored data use AES-256 encryption.Read 15 Oct 2026 · advisor360.com
Timeline and workflows
The CRM provides a searchable timeline for meetings, email, documents, and tasks, and tasks can trigger the next workflow step automatically.Read 9 Oct 2026 · advisor360.com
Unified data layer
Unified Data Fabric consolidates information into a Unique Party Record linking people, organizations and entities across systems.Read 15 Oct 2026 · advisor360.com
Who it serves
Advisor360° says its platform serves advisors, RIAs, broker-dealers, insurance broker-dealers, bank wealth divisions, and supporting home offices.Read 9 Oct 2026 · advisor360.com

Plans and prices

Advisor360° CRM Priced on request Pricing not listed; contact sales Read 9 Oct 2026 · advisor360.com

Every Advisor360° CRM plan and price →

Strong points and limits

Strong points

  • Household-centered client records
  • Structured prospect pipeline
  • Parrot AI meeting summaries and actions
  • Android, iOS, and web access
  • SOC 2 and HIPAA certified

Limits

  • Pricing is available only on request
  • Platform access requires unique credentials and MFA

Who it suits

It suits advisors, RIAs, broker-dealers, insurance broker-dealers, bank wealth divisions, and supporting home offices. Teams needing household records, opportunity workflows, mobile access, and compliance-oriented communications may fit its scope.

Verdict

Advisor360° CRM combines household records, pipeline management, meeting intelligence, mobile access, and compliance workflows within the Advisor360° platform. It is designed for wealth-management organizations rather than general-purpose CRM use, and pricing requires contacting sales.

Where Specifiction places it

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