Wealthtech firm Advisor360° has unveiled Tandem, a new customer relationship management (CRM) solution tailored for independent registered investment advisors (RIAs).
Tandem is a multi-custodial product that includes an advanced reporting engine, a secure document management vault, financial planning integrations, and a modern client-facing portal.
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The cloud-based offering is designed to automate financial workflows and address regulatory requirements.
This platform automates and synchronises client record-keeping, financial planning, and reporting. It transforms client interactions with AI-powered insights and suggests next best actions.
Tandem is being showcased at the 2025 T3 Technology Conference this week at the Hyatt Regency in Dallas, Texas.
Advisor360° chief product and engineering officer Mat Mathews said: “We are thrilled to provide Advisor360°’s enterprise-quality, integrated solutions in a way that addresses the needs of billion-dollar independent RIAs.
“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.”
Tandem’s “compliance-ready” design is said to ensure that every action is logged and auditable, enabling firms to meet SEC and Reg BI requirements with ease.
Tandem addresses these issues by integrating with other tools such as RightCapital, MoneyGuide Pro, and eMoney, allowing firms to customise their technology stacks at a lower cost compared to traditional enterprise solutions.
In January this year, Advisor360° acquired Parrot AI, enhancing its platform with AI-powered meeting recording, transcription, and summarisation tools that integrate seamlessly with major conferencing platforms.
The deal includes Parrot AI’s core technology and intellectual property, as well as 12 full-time employees, including CEO and co-founder Paul Morville.
