Major Life Provider Selects Advisor360° as Backbone for New Wealth Technology

Flexible, AI-driven technology platform to integrate insurance and investments

NEEDHAM, Mass.--(BUSINESS WIRE)--
Advisor360°™, a leading provider of integrated technology for wealth management firms, is pleased to announce that U.S. life insurance provider and registered broker-dealer Allstate Financial Services, LLC has selected Advisor360° as the provider of its new, AI-driven wealth management technology platform. The new platform will unify insurance and investment product portfolios into a modern and intuitive digital experience for Allstate customers and employees.

With Advisor360°, personal financial representatives for Allstate Financial Services, LLC will gain household-level views across brokerage, advisory, insurance products, and other important customer data. They will be able to analyze their book of business through dashboards and insights, including in-force policies and next-best actions.

“Advisor360° offers an excellent solution for uniting our insurance and investment offerings and data in a way that allows our Personal Financial Representatives to offer holistic, high-quality advice at scale,” said Scott Delaney, CEO of Allstate Financial Services, LLC. “With Advisor360°, we found a partner that understands financial professionals, agents and customers, while also offering them leading-edge innovation in ‘wealthtech’ – helping us to grow and protect more people in more ways.”

“We’re thrilled that Allstate Financial Services, LLC has entrusted Advisor360° and our flexible and AI-powered platform to support its growing organization,” said Mike Fanning, CEO, Advisor360°. “We’re committed to delivering modern technology solutions that are a win for them. It’s our core belief that better workflows and streamlined operations will mean improved efficiency and better outcomes for customers, agents, financial professionals, and employees.”

Allstate Financial Services, LLC will also benefit from AI-powered workflows, including Advisor360°’s award-winning digital onboarding capabilities, which can help to speed the time to open accounts, streamline home office operations, and boost efficiency.

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.

All trademarks and registered trademarks mentioned herein are the property of their respective owners. Any reference to third-party trademarks is for informational purposes only and does not constitute an endorsement, sponsorship, or affiliation.

Securities offered by Personal Financial Representatives through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 151 North 8th Street, Suite 450, Lincoln, NE 68508. (877) 232-2142 Check the background of this firm on FINRA's BrokerCheck website http://brokercheck.finra.org.

View source version on businesswire.com: https://www.businesswire.com/news/home/20251023929470/en/

Media Contact
Jacqueline Murphy
Advisor360°

(781) 366-4222

[email protected]

Source: Advisor360°