Advisor360° and GWN Securities Expand Relationship to Deliver AI-Powered Advisor Workday

GWN selects Parrot AI, advanced meeting preparation, and AI assistants to enhance productivity for its advisors

NEEDHAM, Mass.--(BUSINESS WIRE)--Advisor360°^TM, the wealth management technology platform that powers the advisor experience, today announced that it is expanding its relationship with GWN Securities, Inc. GWN has selected Parrot AI®, advanced meeting preparation, and AI assistants to further modernize the advisor experience across its network of financial professionals.

GWN previously adopted Advisor360°’s integrated platform to streamline advisor workflows and unify client data. With this expansion, GWN is deepening its investment in an AI-native advisor experience designed to return time to advisors, strengthen client relationships, and support scalable growth.

“GWN Securities is focused on equipping our advisors with technology that strengthens client relationships while improving efficiency,” said Carl Neitzel, Director of Operations, GWN Securities. “Expanding our partnership with Advisor360° and adopting Parrot AI allows us to embed intelligence directly into the advisor workflow rather than adding or managing separate notetaking applications. By standardizing on Parrot AI within Advisor360°, we can replace standalone tools with a unified, compliant solution purpose-built for wealth management.”

From Technology Adoption to AI-Native Advisor Experience

The expansion centers on Parrot AI, Advisor360°’s AI assistant built specifically for wealth management. Parrot AI supports the full client meeting lifecycle, from preparation to follow-up, while integrating directly into the Advisor360° platform.

Unlike standalone AI notetaking tools, Parrot AI is embedded within Advisor360°’s connected wealth operating system, allowing advisors to activate complete household data, meeting history, documents, and CRM context within their existing workflows.

With this expansion, GWN advisors will gain access to:

• AI-powered meeting preparation that synthesizes prior meeting notes and full household data, including plans and portfolio data
• Secure meeting capture across in-person, phone, and video interactions
• Automated CRM updates and task creation tied directly to the household record
• AI-generated follow-up summaries and client communications
• Household-level intelligence through natural language search across meeting notes and documents

This integrated approach enables advisors to enter meetings fully prepared and exit with compliant documentation and next steps already in motion.

“AI only delivers value when it is connected to complete books and records and embedded inside real advisor workflows,” said Paul Morville, Product Architect at Advisor360°. “Together with GWN, we are advancing a connected advisor experience that powers preparation, engagement, and follow-through in one system.”

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About Advisor360°

Advisor360° exists to help advisors keep the promise they make to every family they serve. Built around that mission, the company delivers an AI-native advisor experience for firms of every size, model, and stage. It's a platform that becomes the true operating system for an advisor's business. Powered by Wealth OS, Advisor360° unifies data, workflows, and AI in one connected system, eliminating daily friction, and turning fragmented data into actionable intelligence. From independent advisors to enterprise broker-dealers and RIAs, Advisor360° delivers a consistent, household-level client experience that scales with any business. Today, two million households with $1 trillion in assets benefit from the connected Advisor360° experience. To learn more, visit www.advisor360.com.

About GWN Securities

Based in Palm Beach Gardens, Florida, GWN Securities, Inc., is a nationally recognized Broker-Dealer and Registered Investment Adviser (RIA), an authorized Financial Services Provider, and a member firm of FINRA. For more than two decades, GWN’s focus has been to support our family of independent financial professionals and their growing practices. With the advisor’s brand able to be front and center with their clients, we believe our assistive structure fosters the type of long-term relationship that advisors can truly build upon. To learn more, visit www.gwnsecurities.com.