Core Insights - Advisor360° has launched an AI-native Wealth Operating System designed to support advisory firms of all sizes, enhancing integration and workflow efficiency [2][3] - The platform is built on a Unified Data Fabric, combining various functionalities such as CRM, onboarding, trading, compliance, and reporting into a single system [3][4] - The company has expanded its capabilities through the acquisition of Parrot AI, integrating its automated note-taking and communication features into the Advisor360° platform [5] Group 1 - The new AI-native platform allows advisory firms to operate on a single data foundation, facilitating easier integration of third-party applications and enabling the use of agentic AI [2][4] - Advisor360° has enhanced its AI virtual assistant with voice-enabled prompts, allowing users to interact naturally and perform various tasks [6] - The user base of Advisor360° has grown to serve 3 million households with $1 trillion in assets, indicating significant market penetration [7] Group 2 - The company plans to unveil its reimagined digital advisor experience through a national event series in major cities, including Boston, New York, and Chicago, in 2026 [8]