List of Advisor360 Customers
Weston, 2493, MA,
United States
Since 2010, our global team of researchers has been studying Advisor360 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 for Asset and Wealth Management 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 for Asset and Wealth Management 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, GWN Securities, a United States based Banking and Financial Services organisation with 150 employees and revenues of $42.0 million and many others.
Contact us if you need a completed and verified list of companies using Advisor360, 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 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 | Asset and Wealth Management | 2025 | n/a |
In 2025 Allstate Financial Services selected Advisor360, the Advisor360 application, to unify insurance and investment product portfolios and to deliver household level views and AI driven workflows for personal financial representatives in the United States. Apps Category:
Advisor360 will be configured to provide digital onboarding, consolidated reporting, next best action insights, and account opening workflow orchestration to support both field representatives and home office operations. Functional capabilities specified include household consolidation, onboarding automation, reporting dashboards, and advisor workflow tooling implemented as core modules within Advisor360.
Operational scope is focused on the United States and targets personal financial representatives and associated home office teams, with household level account views and centralized advisor work queues. The deployment approach described emphasizes a single platform instance for Allstate Financial Services with role based access controls to segregate field advisor and home office responsibilities.
Governance and rollout planning includes staged activation of digital onboarding and reporting modules, followed by phased enablement of AI driven advisor workflows, with go live timing estimated for 2026. The implementation narrative centers on streamlining account opening and home office operations through Advisor360 and aligning advisor guidance with next best action insights.
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GWN Securities | Banking and Financial Services | 150 | $42M | United States | Advisor360 | Advisor360 | Asset and Wealth Management | 2024 | n/a |
In 2024, GWN Securities implemented Advisor360 for the "" Apps Category to provide a unified, multi-custodial account opening solution and a modern advisor desktop, modernizing the advisor experience to support growth and advisor recruitment across the United States. The engagement explicitly includes account opening, advisor experience, data & reporting, and a client portal, aligning the Advisor360 deployment with front-office onboarding and client collaboration workflows.
The Advisor360 implementation configured account opening workflows for multi-custodial routing and automated onboarding tasks, and provisioned a modern advisor desktop to centralize client records, task lists, and engagement tools. Data and reporting capabilities were implemented to consolidate onboarding status, advisor activity, and client portal interactions, enabling consistent reporting feeds and advisor performance visibility.
Operational coverage targets advisor teams and recruiting initiatives across the United States, with the client portal and online collaboration features intended to streamline investor onboarding and increase remote engagement. Governance emphasis in the engagement centers on standardizing account opening business rules, data ownership for reporting, and phased rollout of Advisor360 modules to align advisor adoption with client onboarding process changes.
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MassMutual | Insurance | 11000 | $10.7B | United States | Advisor360 | Advisor360 | Asset and Wealth Management | 2021 | n/a |
In 2021 MassMutual implemented Advisor360 as its fully consolidated digital platform to unite investment and protection portfolios and speed client reviews across the United States. Advisor360 was deployed to improve advisor productivity by delivering 1-Click Reviews and household-level client views for more efficient client engagements.
The Advisor360 implementation encompassed wealth management reporting, client portals, and digital onboarding, with configuration focused on household aggregation and report automation to reduce report-prep time. Functional capabilities implemented included consolidated portfolio and household reporting, advisor-facing client portal access, scheduled report generation, and guided digital onboarding workflows to streamline review preparation.
Operational coverage targeted wealth management and advisor-facing teams across the United States, providing centralized advisor tooling and household-level client data to support client reviews and planning. The deployment architecture centralized reporting and portal services to provide unified advisor workflows and single-view reporting for household relationships and investment plus protection holdings.
Governance and rollout emphasized standardizing client review procedures and embedding 1-Click Reviews into advisor processes to accelerate periodic reviews and reduce manual report assembly. The implementation explicitly delivered reduced report-prep time and improved advisor productivity through consolidated reporting, client portals, and digital onboarding using Advisor360.
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