Advisor360, or A360, is a Wealth Management FinTech spinoff of Commonwealth Financial Network, one of the nation’s leading Wealth Advisory firms. Starpoint 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 made a decision to transform their technology platform into a commercial enterprise, Advisor360. The product is due to launch in late 2020. 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 Starpoint to expand our presence and scale up our service model to work on this new initiative relying on our long standing relationship, discipline and quality of our engineering teams, and deep knowledge of the Wealth Management and Registered Investment Advisor business. Starpoint has had a long history in developing system solutions in Portfolio Accounting, Performance Measurement and Attribution of Assets under Management, Corporate Actions, as well as, Sleeve Accounting.
A360 has been one of our longest clients, since 2006.