Advisor360°, a leading provider of integrated wealth management technology, has unveiled its first customer relationship management (CRM) solution designed specifically for independent registered investment advisors (RIAs). The new solution, called Tandem, is a multi-custodial product that combines enhanced CRM capabilities with a powerful reporting engine, secure document vault, financial planning integrations, and a modern client-facing portal.
Tandem makes its debut this week at the 2025 T3 Technology Conference, held at the Hyatt Regency in Dallas, Texas. Attendees can experience live demos at Advisor360°’s booth (#806) in the conference exhibit hall.
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This cloud-based solution is tailored to meet the unique needs of independent RIAs. Beyond its enhanced CRM functionality, Tandem integrates AI-powered tools to automate financial workflows and simplify compliance with regulatory requirements, ensuring a seamless and efficient user experience. The solution leverages Advisor360°’s advanced technology platform and its recent acquisition of Parrot AI.
“We are thrilled to provide Advisor360°’s enterprise-quality, integrated solutions in a way that addresses the needs of billion-dollar independent RIAs,” said Mat Mathews, Chief Product & Engineering Officer of Advisor360°. “Tandem marks the first in a series of offerings from Advisor360° that will empower growing firms to expand client relationships with sophisticated tools typically reserved for larger institutions.”
