Advisor360° Introduces Financial Planning to Enhance the Advisor Experience

NEEDHAM, Mass. & WINNIPEG, Manitoba--(BUSINESS WIRE)--Advisor360°^TM, the AI-native operating system for the advisor experience, and Conquest Planning, a technology platform modernizing financial planning with customized advice across the wealth spectrum, today announced a new partnership to embed financial planning capabilities directly within the Advisor360° platform. The Advisor360° Planning solution reflects a continued focus on unifying the advisor’s thread of work across planning, execution, and client management, helping families reach their financial goals.