Advisor360°, a premier provider of integrated technology solutions for wealth management firms, has introduced its first-ever customer relationship management (CRM) solution designed specifically for independent registered investment advisors (RIAs). Named Tandem, this cutting-edge, multi-custodial platform goes beyond traditional CRMs by offering advanced reporting capabilities, secure document management, seamless financial planning integrations, and a modern client-facing portal.
Revolutionizing CRM for Independent RIAs
Built to address the unique needs of independent RIAs, Tandem combines robust CRM functionality with AI-powered automation to streamline financial workflows and enhance regulatory compliance. This innovative tool is powered by Advisor360°’s industry-leading technology stack and strengthened by its recent acquisition of Parrot AI.
“We are thrilled to provide Advisor360°’s enterprise-quality, integrated solutions in a way that addresses the needs of billion-dollar independent RIAs,” said Mat Mathews, Chief Product & Engineering Officer of Advisor360°. “Tandem marks the first in a series of offerings from Advisor360° that will empower growing firms to expand client relationships with sophisticated tools typically reserved for larger institutions.”
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Optimized for Efficiency, Compliance, and Growth
Tandem is designed to automate and synchronize critical processes, including client record-keeping, financial planning, and reporting. By reducing manual administrative tasks, it enables advisors to focus on enhancing client relationships through AI-driven insights and recommended next best actions. The platform’s compliance-ready framework ensures all activities are logged and auditable, helping firms meet SEC and Reg BI regulations seamlessly.
According to Advisor360°’s recently published 2025 Connected Wealth Report, financial advisors have consistently identified data inefficiencies and a lack of integrated tools as top technology challenges for the past three years. Tandem directly addresses these concerns by integrating effortlessly with widely used financial planning tools such as RightCapital, MoneyGuide Pro, and eMoney. This seamless interoperability allows RIAs to build a customized technology ecosystem at a fraction of the cost of traditional enterprise solutions.
Expanding Advisor360°’s AI-Powered Offerings
In addition to the launch of Tandem, Advisor360° is set to release Parrot AI as a stand-alone solution for financial advisors. This generative AI-powered tool offers advanced meeting transcription, summarization, and recording capabilities, further enhancing the efficiency and productivity of advisory firms.
With the introduction of Tandem and the expansion of its AI-driven solutions, Advisor360° continues to drive innovation in wealth management technology, equipping independent RIAs with the tools they need to scale, streamline operations, and deliver superior client experiences.
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