Advisor360

Many AI notetakers for financial advisors have a security secret. 🤫

They may allow employees access to your client meeting data for testing, marketing, and/or support. As an advisor, that's a risk you can’t afford.

October is , the perfect time to scrutinize the tech in your stack. Compliance reports like SOC 2 are a start, but they don't reveal the whole story about a vendor's true commitment to security.

Advisor360° product architect and Parrot AI co-founder, Paul Morville, shares 3 critical questions you MUST ask any AI vendor before trusting them with your data:

1️⃣ Who at your company has access to my data? (And can I get that in writing?)
2️⃣ How many dedicated security professionals are on your team?
3️⃣ How much did you spend on your last “pen test”?

The answers might surprise you. Learn why these questions are non-negotiable and how to protect your practice: https://bit.ly/3VUwhLt

Does upgrading your tech feel like rebuilding the plane in mid-flight? ✈️

For wealth management firms, the thought of a technology transition can be daunting. No one can afford to pause client meetings, slow down operations, or create compliance gaps.

Standing still is not the safe option, so how do you embrace change without causing disruption?

In our latest blog, Director of Product Design, Caitlin Rouille, outlines strategies to do just that. She covers ways to protect business continuity with:

✔️ Role-based onboarding that respects everyone's time.
✔️ Mapping current workflows into the new system for familiarity.
✔️ Prioritizing clean data migration to prevent downstream chaos.

Stop letting the fear of transition hold back your growth.

Read the full post here: https://lnkd.in/eAN_PfbA

Discover how wealthtech can strengthen—not replace—the human connection.

In our latest blog, Caitlin Rouille shares a personal story that highlights how thoughtful platform design makes it easier for advisors to be there for clients when it matters most.

Read it here: https://www.advisor360.com/blog/beyond-the-portfolio-platform-design