At the recent Schwab IMPACT 2025 conference in Denver, Advisor360° showcased a major initiative to bring enterprise-level wealth management technology to independent RIAs. The goal for the company: to give smaller advisory firms access to the same data-driven, AI-powered systems previously reserved for large-scale institutions.
What’s New
Advisor360°’s offering is aimed at helping RIAs transcend the fragmented and siloed use of tools by adopting a single, unified platform that integrates core workflows such as CRM, onboarding, trading, compliance, reporting, and analytics.
The backbone is its proprietary “Unified Data Fabric®” architecture, designed to enable agentic AI, advanced automation, and holistic advisor workflows.
Consistent with the launch, Advisor360° is offering free technology assessments to a select number of RIAs. The assessment includes discovery sessions of current tech-state, custom analysis of improvement opportunities and a personalized transformation roadmap.
“The complimentary technology assessments will give select RIAs access to capabilities that were previously available only to the industry’s largest firms,” said Scott Freeland, Head of RIA Strategy at Advisor360°.
Why This Matters for the Revenue Industry
This move comes with significant ramifications on the revenue side of both wealth management firms and affiliated businesses:
- Unlocking Growth Potential for RIAs
The enterprise-grade tools help independent advisors boost efficiency, grow their businesses, and increase revenue per advisor. Unified data and automation cut down on repetitive tasks. This allows advisors to focus more on client relationships and new business.
- Accelerating Time-to-Value & Revenue Capture
Fragmented tech stacks typically slow down domestic growth and limit agility. Powered by Advisor360°’s integrated solution, firms are able to shorten onboarding, further streamline trades and compliance, and accelerate the application of AI insights-all to support faster acquisition of clients and revenue.
- Enabling Data-Driven Revenue Insights
With unified workflows and integrated analytics, advisory firms can gain deeper insight into client segments, pricing, product profitability, and referral or retention drivers—translating into more strategic revenue decisions and better monetization models.
- Leveling the Playing Field Across Firm Sizes
Large wealth platforms have long had the upper hand with technology. Offer that same capability to smaller RIAs and the revenue ecosystem becomes more competitive-forcing all firms to sharpen value propositions, pricing, and client service models.
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Wider Business Implications for Companies Operating in This Sector
Beyond core revenue teams, this development influences how wealth management firms organize and compete:
Operational Efficiency & Cost Control: A single system reduces overheads related to technologies, integrations, and maintenance. That, in turn, supports margin improvement-something particularly important as firms face pressure on fees and increased regulatory cost burdens.
Client Experience & Retention: Seamless and AI-enabled experiences given to clients help differentiate advisors, earn high-net-worth customers, and lower client attrition, which affects all aspects of revenue stability.
Partnership & Ecosystem Growth: Open APIs and wealth tech platforms, such as Advisor360°, can lead to the creation of much richer ecosystems-third-party apps, data feeds, analytics modules-that enrich service offerings and also open up new revenue streams.
Scalability for future growth: For firms looking to grow through acquisition, roll-up strategies, or any type of growth, a modern technology stack is foundational. Central is the ability to absorb new clients or advisors without bottlenecks in technology that might constrain revenue growth.
What’s the Conclusion
With its launch at Schwab IMPACT 2025, Advisor360° marks a key change in wealth management technology. It brings enterprise-level intelligence and automation to independent RIAs. For the revenue industry, this means quicker growth, better insights, and smoother operations. For advisory firms, these tools can mean the difference between falling behind and thriving in a tough market. Firms that use unified platforms, AI workflows, and data-driven revenue strategies will drive the next wave of growth in wealth management.
