Postmates Inc. Innovation & Technology Culture

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Advisor360°, which has, since its launch in 2019, been thought of largely as an all-in-one wealth management platform for enterprises, including large independent broker/dealers and RIAs, has announced an artificial intelligence-native platform rewrite allowing its deployment to teams or firms of any size.

This new AI-native Wealth Operating System, as Advisor360° is calling it, is meant to enable any advisory firm, from a solo practitioner to a large IBD, RIA or insurance broker/dealer to run on a single data foundation and power workflows, which in turn allows for easier integration of their preferred third-party applications, as well as a foundation for use of agentic AI. 

Built on the company’s proprietary Unified Data Fabric, the platform combines CRM, onboarding, trading and model management, compliance and reporting into one integrated operating system.

“What we’ve built is an AI-native architecture,” said Jason Quinn, who serves as both chief financial officer and chief operating officer for Advisor360°.

“We made a decision to build a wealth operating system for our native applications, but also allow for it to accommodate other applications advisors are using,” he said.

The key to this, he said, was building out access to data when creating the firm’s orchestration and infrastructure layers. 

“Because of that, we know where the data is and are able to label it and contextualize it so the AI can read it and execute actions,” said Quinn.

With native applications and AI capabilities powered by a single data foundation, firms can activate only the modules they need and scale over time, he said.

In January, Advisor360° acquired Boston-based Parrot AI, an automated notetaking, transcription and communications-generation platform, along with its 12-person team. Since then, the company has been integrating Parrot’s capabilities into its own platform (and rolled it out to its own advisors in April) and introduced it as a stand-alone product for other advisors.

In July, Advisor360° introduced additional enhancements to its AI virtual assistant, including the ability to go hands-free and use voice-enabled prompts. This enables advisors or staff to interact with the AI using natural language and create new contacts, assign tasks and perform other actions. Content responses for over 400 frequently asked questions have also been built into the AI.

In addition to powering the Commonwealth Financial Network (which was acquired by LPL Financial in March; the deal closed in August), Advisor360° is also used by Massachusetts Mutual Life Insurance Co. and the national IBD and RIA GWN Securities. According to Advisor360°, its user base has grown to serve 2 million households with $1 trillion in assets.

Advisor360° will unveil its new, reimagined digital advisor experience through a national event series in several cities, including Boston, New York and Chicago, in 2026.

Tell us about a recent product your team launched. How does it drive Homebot’s mission forward?

Homebot’s mission is to empower people to make informed homeownership decisions together. Buying or selling a home is a major financial milestone for most Americans, and loan officers and real estate agents are key players in this process. Homebot’s core product helps these professionals guide their clients through every stage of homeownership, promoting financial literacy and wealth-building.

Our latest innovation, Partner Intel, supports our mission by strengthening the collaboration between loan officers and real estate agents. This business intelligence product facilitates stronger relationships, resulting in a broader network of referral partnerships for real estate professionals, and ultimately creates a more cohesive team of advisors, benefiting consumers with comprehensive guidance while enhancing their homeownership journey.

What obstacles and challenges did your team encounter — and overcome — while launching Partner Intel?

One of the major challenges we faced was handling the complexity and inconsistencies in historical real estate data essential for launching Partner Intel. Data standards aren’t often consistently applied across the industry, and there are thousands of source systems that have evolved independently, each with unique characteristics. We had to normalize and account for these variations in both our data pipeline and end-user experience.

We typically aim to deliver value to our users through iterative development, but this project demanded a substantial initial investment in our core data infrastructure. We needed to provide our application teams with a stable and adaptable system to ensure long-term success. This required prioritizing quality over speed initially, which is a tough tradeoff to make, especially with the challenging real estate market we’ve seen in the past two years. However, this approach has already paid substantial dividends in recent months. Our development velocity has never been higher, and our data quality is quickly becoming best-in-class.

What’s the biggest lesson your team has taken away from this launch, and how has it changed the way your team operates? 

We’ve gained numerous insights on the go-to-market side. Launching a data product from scratch and evolving Homebot from being a single-product to a multi-product company involved many moving pieces and was especially challenging, given the turbulence in the current real estate market.

One key lesson we’ve learned is the unparalleled value of customer relationships, particularly for a B2B product company. While product development principles and frameworks will always evolve, nothing can replace the insights gained from direct customer interaction. Our deep customer relationships provided a significant edge in spotting market gaps and validating our product hypotheses. Establishing a closed customer beta program is a prime example of how we leveraged these relationships to fast-track Partner Intel’s market readiness.

What practices does your team employ to foster innovation, and how have these practices led to more creative, out-of-the-box thinking?

Our team fosters innovation through a combination of structured and informal practices designed to encourage continuous learning and cross-pollination of ideas. We benefit from dedicated personal learning time, supported by a company-sponsored stipend for courses, books and other materials. Regular brainstorming sessions and design reviews provide space for open, creative problem-solving. These sessions are particularly valuable when we’re making significant architectural decisions.

One recent initiative that’s sparked cross-team curiosity is an engineering book club focused on machine learning systems and AI. What began as a learning opportunity for a few interested engineers has grown into broader discussions about applying ML in new areas of our platform, expanding our toolkit and mindset across engineering. Personally, I find the design reviews especially impactful. My teammates often raise thoughtful questions or suggest alternate approaches I hadn’t considered, which leads to more robust, scalable designs and fewer blind spots. These conversations consistently challenge assumptions, reduce siloing and ultimately lead to more innovative, well-rounded solutions

How has a focus on innovation increased the quality of your team’s work? 

Focusing on innovation, particularly in how we collaborate, has significantly improved the quality and sustainability of our team’s work. Our data platform team is composed entirely of senior engineers, each with deep expertise in different areas. Rather than defaulting to assigning work based on existing expertise, we’ve embraced a more innovative approach — encouraging domain experts to mentor others and guide contributions to avoid further knowledge-siloing.

A recent example is our migration to a new orchestration platform aimed at improving reliability, stability and enabling functionality not available in the previous system. One engineer brought deep experience with the new platform, while the rest of the team was relatively unfamiliar. By intentionally building in time for others to ramp up and experiment, we uncovered new and more efficient patterns for building data pipelines and developed approaches we may have overlooked had we relied solely on prior expertise. This not only improved the quality of our implementation but also broadened the team’s skill set and deepened shared ownership of the system.

How has a focus on innovation bolstered your team’s culture? 

A focus on collaborative innovation has deeply enriched our team culture by creating opportunities for shared growth and genuine connection, which is especially important for a hybrid-remote team like ours. Practices such as regular design reviews, impromptu pair-programming sessions and learning-focused initiatives like our engineering book club have become more than just vehicles for technical growth — they’re also ways for the team to stay connected and engaged.

We also make space for regular team bonding outside of work, where the focus is purely on having fun together. Recently, we nearly set a record at a local escape room. After all, what better way is there for engineers to bond than solving a technical problem together? Experiences like that reinforce the camaraderie we build through our day-to-day collaboration. Ultimately, the way we innovate and collaborate has created a team culture that’s both high-performing and human — a place where people feel energized, included and excited to collaborate.