Advisor360°, a Weston, MA-based supplier of built-in know-how for enterprise wealth administration companies, has acquired Parrot AI, a Boston, MA-based generative AI know-how agency.
The quantity of the deal was not disclosed.
With the acquisition, Advisor360° will combine Parrot AI’s note-taking functionality onto its configurable platform, eliminating post-meeting activity creation and coordination.
Led by CEO Paul Morville, Parrot AI is a collaborative workspace firm for companies. It shops experiences similar to conferences, interviews, analysis, displays and/or any recordings in order that, later, clients can discover this information and share it securely with others.
Led by CEO Mike Fanning, Advisor360° builds, integrates, and delivers know-how for wealth administration companies. Its built-in and open structure SaaS platform, empowered by AI-driven insights, brings a related digital wealth expertise to monetary advisors, their purchasers, and the house workplace in order that companies can drive higher outcomes and innovate rapidly. Its purchasers profit from timesaving capabilities and streamlined workflows relating to portfolio administration and efficiency reporting, digital onboarding, contact administration, monetary planning, insurance coverage, proposal era, buying and selling and mannequin administration, doc administration, analytics, consumer portal, and compliance.
The corporate’s proprietary Unified Knowledge Cloth® (UDF) is the muse of its platform, combining shared companies and pre-built integrations that work with present know-how stacks.
It has places of work in Bengaluru, India; and distant workforces in Canada and Northern Eire.
FinSMEs
15/01/2025
