A truly informed teammate with a 360-degree view of clients across all touch points

Advisor360°™, a leader in integrated wealth management technology, has expanded Parrot AI®, its secure and compliant AI teammate, with enhanced intelligence that empowers financial advisors at every stage of the client relationship. The result is a truly informed AI teammate that unifies data across every channel advisors use to manage and grow client relationships.

Parrot AI is now able to understand client needs across entire families, recall their history, and uncover opportunities to better serve them. The tool can also securely access and understand client data by connecting with additional CRM systems, and integrating documents into client meeting preparation and follow-up.

“Parrot AI was built to help advisors truly know their clients—freeing them from paperwork so they can focus on people’s lives, goals, and stories,” said Mat Mathews, Chief Product and Engineering Officer at Advisor360°. “The latest enhancements transform Parrot into a powerful relationship-building tool that helps advisors deliver deep insights and build lasting trust.”

Enhancements to Parrot AI

• Understanding the Family
  
  With Advisor360°’s powerful householding capability, Parrot can now understand the needs and dynamics of the entire family–surfacing insights that help advisors anticipate opportunities, coordinate across generations, and deliver holistic, personalized advice—all within a single, intuitive workspace.

• Gathering Intelligence From Documents
  
  The Parrot assistant can read, summarize, and answer direct questions about client documents. From financial plans and account statements to client correspondence, Parrot securely absorbs and recalls relevant details—so advisors can instantly surface key insights during meetings or follow-up conversations. This capability allows Parrot to “learn” from the documents that shape each client’s financial life, making its responses richer, faster, and more informed.

• Working With the CRM
  
  Parrot goes beyond connection—it understands client data. It now connects even more deeply with third-party advisor CRMs, including Redtail, Wealthbox, Salesforce XLR8, and HubSpot**, in addition to its deep integration with Advisor360°’s native CRM. By securely accessing and understanding client data, tasks, notes, and interactions stored in these systems, Parrot can surface meaningful insights, generate smarter meeting summaries, and recommend timely next steps.

• Enterprise-Grade Privacy and Compliance
  
  New PII (personally identifiable information) redaction settings allow firm administrators to automatically remove sensitive data—such as Social Security numbers, credit card details, and passwords—so every transcript meets enterprise-grade compliance standards.

• Expanded Recording Options
  
  Parrot now supports audio-only recordings for faster ingestion and reduced storage, as well as phone call recording—allowing advisors to capture, transcribe, and analyze client conversations made over the phone. Each transcript includes visual consent tracking, confirming client authorization for compliant documentation.

Since its debut as part of the Advisor360° technology ecosystem earlier this year, Parrot AI has evolved from an automated note-taking and transcription app into a secure, intelligent teammate—one that learns from household, document, and CRM data to provide deeper insights, streamline workflows, and help advisors deliver truly personalized client experiences.

Advisors can sign up for a free trial at https://app.parrot.ai/. Parrot AI is also available as part of Advisor360°’s comprehensive enterprise wealthtech platform.

**All trademarks and registered trademarks mentioned herein are the property of their respective owners. Any reference to third-party trademarks is for informational purposes only and does not constitute an endorsement, sponsorship, or affiliation.

About Advisor360°

Advisor360° builds, integrates, and delivers technology for wealth management firms. The company’s award-winning, integrated, and open architecture SaaS platform brings a connected digital wealth experience to financial advisors, their clients, and the home office. Powered by AI-driven insights, Advisor360° streamlines portfolio and performance reporting, digital onboarding, financial planning, insurance, proposal generation, trading and model management, document management, analytics, and compliance. The company’s proprietary Unified Data Fabric® (UDF) ensures seamless integration with existing tech stacks. Today, three million households with $1 trillion in assets benefit from the connected Advisor360° experience.

Learn more at www.advisor360.com.

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“Parrot AI was built to help advisors truly know their clients—freeing them from paperwork so they can focus on people’s lives, goals, and stories,” said Mat Mathews, Chief Product and Engineering Officer at Advisor360°.