Advisor360, a Weston, Massachusetts-based wealth management software firm, has launched an upgrade that detects, enriches and batches new-account documents submitted by financial advisers.
Called Automated Document Bundling, the upgrade allows broker-dealers to complete new-account case volumes faster by reducing the number of cases and enriching information across multiple documents, decreasing processing times and room for human error, the company said in a release.
Recruited assets, organic growth both powered ahead
Goldman Sachs' Padi Raphael, Global Co-Head of Third-Party Wealth, said the "door is always open" regarding a potential RIA referral program, as the firm looks to serve the "mega trend" of growing wealth from independent advisors.
UBS research finds lack of planning and communication as key challenges for high-net-worth widows and next-generation women in navigating inheritances.
The proposed "all markets" fund is structured to enable quarterly redemptions, driven by investments in public equities, fixed income, and private market assets.
The firm has been dogged by compliance issues for years, resulting in multiple fines by various regulatory bodies.
From direct lending to asset-based finance to commercial real estate debt.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
