CIO Influence

Tag : Advisor360°®

CIO Influence News Cloud

State Street, Charles River Development and Advisor360° Announce Strategic Partnership to Deliver an Integrated Technology Solution to the Wealth Management Industry

CIO Influence News Desk
by CIO Influence News Desk0
Charles River Development, a State Street Company, together with Advisor360°, a wealth management software company, today announced a strategic partnership to offer their wealth management...
CIO Influence News Funding Investment

WealthTech Company Advisor360°® Demonstrates Its Commitment To Clients’ Data Security In Successful Completion Of SOC2 And HIPAA Audits

CIO Influence News Desk
by CIO Influence News Desk0
Advisor360°, provider of an integrated suite of productivity tools for advisors, clients and broker-dealers, announced that it has successfully completed its Service Organization Control (SOC2)...