Advisor360° integrates RightBRIDGE to streamline account opening

Wealth management platform Advisor360° has integrated CapitalROCK’s RightBRIDGE platform to streamline account opening.

Built with input from MassMutual , the integration embeds compliance workflows directly into onboarding, allowing advisors to open accounts, generate documentation, and manage cases without switching systems or re-entering data.

The setup pulls information from CRM systems, existing accounts, and proposals to prefill applications, while automatically attaching required client documentation. It also supports bundled forms, dynamic disclosures, and employer plan lookups.

The integration reduced onboarding time by about 15 minutes per account and cut paperwork errors by 66% in the first month.