Jason Quinn, CFO and COO of Advisor360º, joins us to discuss how wealth management is moving beyond traditional software toward AI-native platforms. Drawing on his experience scaling technology-driven businesses, Quinn explains how the platform is powered by Advisor360º Wealth OS, which connects data, workflows, and applications to support the full advisor experience across firms at different stages of growth. Rather than forcing firms to stitch together disconnected tools, the platform is designed to deliver a cohesive experience while still allowing advisors to integrate best-of-breed solutions.
Quinn also explores how AI can enhance advisor efficiency without replacing the human relationship at the center of advice. Through Parrot AI®, Advisor360º delivers capabilities such as meeting preparation that draws from planning, performance, tax, and CRM data, along with real-time plan updates informed by advisor-client conversations. As RIAs seek to grow and modernize without disrupting their businesses, Quinn shares how AI-native platforms and connected data will shape the future of wealth management.
Resources: Advisor360º
Power Your Advice podcasts are produced with support from Fidelity Investments. If you would like to learn more about Fidelity’s top performing mutual funds and ETFs for financial advisors visit i.fidelity.com/topfunds. The information and opinions expressed in this podcast are solely those of the speakers and do not reflect or represent Fidelity’s views, perspectives, or intellectual property.
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