Advisor360° has been recognized as a Summiteer in a new research report from The Oasis Group, a leading consultancy for the wealth management industry. The Summiteer designation is reserved for the highest-performing WealthTech platforms—those with comprehensive and flexible product offerings that meet the needs of a broad cross-section of wealth managers.

The Peaks Research for Wealth Platforms evaluates how the industry’s top technology platforms empower wealth management firms to better serve clients, analyzing ideal customer personas, strengths, areas for improvement, and overall market positioning. The 10 platforms featured in the report represent more than $25 trillion in tracked assets.

“Advisor360° scored very well in The Oasis Group Peaks for Wealth Platforms study. Its unified wealth management infrastructure with a single data model eliminates the need to manage multiple third-party vendors for integrations. This sets the firm apart from the other enterprise platforms that grew through acquisitions,” said John O’Connell, founder and CEO of The Oasis Group. “We expect Advisor360°’s recent acquisition of Parrot AI to quickly increase its platform’s AI capabilities, providing a competitive edge in the enterprise wealth platform market.”

The report notes that the Advisor360° platform is a standout in the following areas:

• Unified Wealth Management Infrastructure
• Enterprise-Grade Scalability and Control
• Advanced Digital Account Opening Workflow
• Single Data Model Across the Platform
• Embedded Compliance and Oversight Tools
• Client Portal and Digital Collaboration Tools

“Without the right tools, advisors can’t provide the service that clients expect—so outdated technology is more than an inconvenience, it’s a barrier to business growth,” said Darren Tedesco, President of Advisor360°. “We’re honored to be recognized by The Oasis Group for our work enabling firms to offer more efficient, advisor-friendly experiences.”

About Peaks Research for Wealth Platforms

The third report in The Oasis Group’s Peaks Research series, Peaks Research for Wealth Platforms offers a review of leading wealth management platforms for the purpose of educating buyers at Registered Investment Advisor, Broker-Dealer, and Family Office firms. The study compares 10 platforms based on their observable capabilities across 11 focus areas and scores each platform using a standard scoring method. This in-depth and fact-based analysis provides wealth management firms with a comprehensive view of each platform’s capabilities. To learn more, visit www.oasisgrp.com.

About Advisor360°

Advisor360° builds, integrates, and delivers technology for wealth management firms. The company’s award-winning, integrated, and open architecture SaaS platform brings a connected digital wealth experience to financial advisors, their clients, and the home office. Powered by AI-driven insights, Advisor360° streamlines portfolio and performance reporting, financial planning, insurance, proposal generation, trading and model management, document management, analytics, and compliance. The company’s proprietary Unified Data Fabric® (UDF) ensures seamless integration with existing tech stacks. Today, three million households with $1 trillion in assets benefit from the connected Advisor360° experience. To learn more, visit www.advisor360.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250715381158/en/

“We’re honored to be recognized by The Oasis Group for our work enabling firms to offer more efficient, advisor-friendly experiences,” said Darren Tedesco, President of Advisor360°.