Tech Update: Advisor360° Launches New Bulk Onboarding Capability for Accelerated Client Account Transitions
New Capability Supports Repapering Up to 6,000 Accounts in Seconds; New Mobile App & Home Office Dashboard Improve Functionality WESTON, Mass.–(BUSINESS WIRE)–#ConnectedWealth—Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, has launched Account Transitions, its newest Digital Onboarding capability that allows firms to easily repaper thousands of client accounts in seconds in […]