Advisor360° Launches Parrot AI™: A More Secure, Compliant Generative AI Assistant for Financial Advisors

Advisor360°, a leading provider of integrated technology for wealth management firms, has launched Parrot AI™, a standalone generative AI-powered meeting assistant designed to transform how financial advisors manage client interactions and daily workflows.

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Parrot AI logo, Source: Advisor360° https://app.parrot.ai/join

Parrot is geared specifically for addressing advisor-specific workflows, language and compliance issues. In addition to automated note-taking and transcription, the tool provides meeting and conversation summaries, crafts follow-up emails, and automatically populates customer relationship management (CRM) systems. Advisors using Parrot can save hours every week on manual meeting documentation, freeing them to spend more time engaging clients and growing their practice.

"Advisors are looking for more than a transcription service—they need tools that help them work smarter," said Paul Morville, Product Architect at Advisor360° and former CEO of Parrot AI, which Advisor360° acquired earlier this year. "We’ve refined Parrot to be an AI-powered assistant that transforms advisor-client interactions into actionable insights, so advisors can build better relationships while saving time."

Developed by a team of cybersecurity, data privacy, and compliance veterans, Parrot follows enterprise-grade security protocols, ensuring firms and advisors stay compliant with SEC, FINRA, and other industry regulations. Parrot includes built-in client consent controls, real-time encryption for all recorded data, and advisor-approved AI-generated content to ensure compliance with data archiving and record-keeping policies. Advisors maintain full control over Parrot’s automated outputs, ensuring accuracy and compliance.

“Client conversations are full of sensitive data that a wealth management firm must protect,” said Alex Cunningham, Chief Information Security Officer for Advisor360°. “Advisor360° is laser-focused on utilizing teams and technology that architect security and compliance from the ground up. With Parrot, security isn’t an afterthought – it's core to the offering. It’s the only solution we’d trust with our own meetings.”

Advisor360° is focused on bringing to market innovations that offer advisors secure and compliant AI-enabled tools for eliminating redundant tasks, reducing "swivel chair effect," and automating routine workflows.

Parrot is the company’s second standalone offering for advisors—in March, it introduced CRM solution Tandem™ to the marketplace. Advisor360° is committed to making individual products and applications accessible to advisors across the industry and offering a secure, AI-driven advisor experience aimed at automating routine workflows across the wealth management tech stack.

Parrot is available on the web. Advisors can sign up for a free trial at https://app.parrot.ai/. Parrot AI will also be available as part of Advisor360°’s comprehensive enterprise platform later this spring.

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, 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.

To learn more, visit www.advisor360.com.

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"We’ve refined Parrot to be an AI-powered assistant that transforms advisor-client interactions into actionable insights so advisors can build better relationships while saving time," said Paul Morville, Product Architect at Advisor360°.