List of Advisor360 Onboarding Customers
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United States
Since 2010, our global team of researchers has been studying Advisor360 Onboarding customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Advisor360 Onboarding for Investor Onboarding from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Advisor360 Onboarding for Investor Onboarding include: Allstate, a United States based Insurance organisation with 55000 employees and revenues of $67.69 billion, MassMutual, a United States based Insurance organisation with 11000 employees and revenues of $10.70 billion, Commonwealth Financing Network, a United States based Professional Services organisation with 3 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Advisor360 Onboarding, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Advisor360 Onboarding customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Allstate | Insurance | 55000 | $67.7B | United States | Advisor360 | Advisor360 Onboarding | Investor Onboarding | 2025 | n/a |
In 2025, Allstate Financial Services selected Advisor360 Onboarding as the backbone for a new AI-driven wealth management platform. Advisor360 Onboarding, Apps Category "", was chosen to unify insurance and investment product portfolios and to accelerate account opening workflows within the United States.
The implementation centers on Advisor360 Onboarding’s digital onboarding capabilities and AI-driven client lifecycle workflows, configured to support wealth management functions and centralized account provisioning. Advisor360 Onboarding will serve advisor-facing onboarding flows and streamline client data capture and verification to reduce manual handoffs during account opening.
Deployment is scoped to Allstate Financial Services in the United States and is described as an enterprise backbone for portfolio unification between insurance and investment product lines. Architectural emphasis is on a centralized onboarding layer that orchestrates portfolio-level client records and advisor interactions across wealth management operations.
Governance and rollout are planned on enterprise timelines, with a live date estimated one year after the 2025 selection in 2026 to reflect a staged, company-wide rollout and associated change management across wealth and insurance operations.
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Commonwealth Financing Network | Professional Services | 3 | $1M | United States | Advisor360 | Advisor360 Onboarding | Investor Onboarding | 2019 | n/a |
In 2019 Commonwealth Financing Network spun out Advisor360 and implemented Advisor360 Onboarding, reflecting Commonwealth's origin role in the platform and an ongoing partnership with Advisor360. The implementation was positioned to address advisor-facing onboarding and account workflow orchestration across advisor operations and client intake functions.
Advisor360 Onboarding in the Apps Category was configured to centralize digital investor onboarding, advisor-facing onboarding flows, account opening workflow orchestration, and document lifecycle management. Configuration work emphasized role-based advisor workflows, templated onboarding journeys, and automated data capture to ensure consistent advisor and client experiences.
Deployment governance remained collaborative between Commonwealth and Advisor360, with product-level ownership retained by Advisor360 and configuration stewardship shared to align advisor operational practices. Operational coverage targeted advisor operations and client onboarding teams, and the implementation established integration points and workflow handoffs to support downstream account servicing and operational processing.
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MassMutual | Insurance | 11000 | $10.7B | United States | Advisor360 | Advisor360 Onboarding | Investor Onboarding | 2021 | n/a |
In 2021, MassMutual deployed Advisor360 Onboarding, Apps Category . The rollout began in June 2021 as a large-scale enterprise deployment across advisors and staff, positioned to support both insurance and investment workflows, and the implementation is anchored on the Advisor360 Onboarding product timeline and vendor communications.
Advisor360 Onboarding was configured to support digital onboarding capability, with standard onboarding modules implemented for client data capture, advisor-facing intake workflows, and workflow orchestration to move prospects through insurance and investment account setup. The implementation emphasized advisor and staff interfaces for intake, document collection, and staged process automation consistent with advisor platform onboarding use cases.
Operational coverage focused on advisors and staff across MassMutual, integrating onboarding steps into existing insurance and investment processing workflows. Usage of the onboarding capability by MassMutual is inferred from Advisor360’s product timeline and communications, and the deployment was positioned to unify advisor intake and downstream servicing touchpoints within the Advisor360 Onboarding environment.
Governance and rollout were executed at enterprise scale in June 2021, with implementation and adoption activities centered on operationalizing onboarding workflows for advisor channels and internal staff. The narrative is based on the documented June 2021 enterprise deployment and subsequent product development that added digital onboarding functionality to Advisor360 Onboarding.
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Buyer Intent: Companies Evaluating Advisor360 Onboarding
- Kings Research India, a India based Professional Services organization with 20 Employees
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