Profil
Matt Deitch has a current job as a Director at Advisor360?, LLC.
Postes actifs de Matt Deitch
Sociétés | Poste | Début |
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Advisor360?, LLC
Advisor360?, LLC Packaged SoftwareTechnology Services Part of Gratitude Holdings, Inc., Advisor360?, LLC is a wealth management platform that offers a range of services to streamline advisor workflow, increase productivity, and drive enterprise growth. The company is based in Weston, MA, with offices in other locations and a remote workforce in Canada. The company's proprietary unified data fabric® (udf) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. The platform combines CRM, performance reporting, financial planning, insurance, proposal generation, trading, model management/rebalancing, operations, workflow, analytics, document imaging, fee-billing, compliance, and a client-facing portal in one easy-to-navigate system. The company's connected wealth management software delivers tailored solutions, saving financial advisors time while increasing efficiency. The company was founded by Darren Tedesco, and Richard Napolitano has been the CEO of the company since 2019. | Directeur/Membre du Conseil | - |
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Entreprise privées | 1 |
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Advisor360?, LLC
Advisor360?, LLC Packaged SoftwareTechnology Services Part of Gratitude Holdings, Inc., Advisor360?, LLC is a wealth management platform that offers a range of services to streamline advisor workflow, increase productivity, and drive enterprise growth. The company is based in Weston, MA, with offices in other locations and a remote workforce in Canada. The company's proprietary unified data fabric® (udf) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. The platform combines CRM, performance reporting, financial planning, insurance, proposal generation, trading, model management/rebalancing, operations, workflow, analytics, document imaging, fee-billing, compliance, and a client-facing portal in one easy-to-navigate system. The company's connected wealth management software delivers tailored solutions, saving financial advisors time while increasing efficiency. The company was founded by Darren Tedesco, and Richard Napolitano has been the CEO of the company since 2019. | Technology Services |