Advisor360 (A360) is a Wealth Management FinTech spinoff of Commonwealth Financial Network, one of the nation’s leading Wealth Advisory firms. Softlab360 was instrumental in building technology for CFN’s internal operations, and portfolio reporting system. CFN won many industry awards for their systems and has experienced incredible growth since they implemented the platform. In late 2017, they decided to transform their technology platform into a commercial enterprise, Advisor360. A360 has already won multiple contracts with major financial institutions.

A360 needed to take a sophisticated system that was built for internal usage and turn it into a commercial multi-tenant product while still servicing CFN as a client.

A360 turned to Softlab360 to expand their presence and scale up their service model.  A360 chose Softlab360 because of discipline and quality of our engineering teams, and deep knowledge of the Wealth Management and Registered Investment Advisor business. 

A360 has been our client since 2006.