Finturk also added new form-filling and cash sweep tools to its AI-first CRM platform, while Zeplyn builds advisor coaching into its own AI operating system
Expanded deal pairs succession-planning software with a broker-dealer network already logging rapid AI adoption among 11,000 advisors.
Envestnet Wealth Trading replaces legacy FolioDynamix tools with a unified platform built for portfolio-wide rebalancing
“It's important for our AI solutions to flex into different client needs,” said Orion CEO Natalie Wolfsen.
Deal adds investment platform implementation expertise as F2 builds out North American reach.
AI Teammate is embedded within Wells Fargo’s Advisor Gateway desktop platform.
Public support grows for policies that spread AI’s financial gains beyond tech companies.
Series A funding from Portage, Bain Capital, and other investors will fuel data tools designed to speed advisor transitions and cut onboarding delays across wealth firms.
Agentic AI is landing in trading, treasury and wealth management roles across major banks, with advisory functions as the next frontier.
The partnership arrives as most small business owners near retirement age still don't have a formal succession plan in place.
A spokesperson for the estate planning fintech cited AI's reshaping of the industry as Trust & Will restructures its business.
Advisor's Alpha framework joins Envestnet's platform, giving advisors new tools to manage client tax exposure year-round.
New Preqin-powered benchmarks add transparency to private equity and credit performance across BlackRock's platforms.
Vanilla is extending its estate planning tech to Callan Family Office's ultra-high-net-worth business, while WealthFeed's organic growth engine will now be available to roughly 100 advisors at The Mather Group.
The fintech platform is touting a new AI-free Planning Observations feature, which draws on IRS tax records to uncover opportunities for advisors.
Operational drag between an advisor signing and accounts going live is emerging as a competitive liability for wealth management firms.
While AI has become a go-to research tool for affluent investors, new HSBC research suggests human advisors remain the deciding voice when investment decisions are made.
The company aims to bring Quicken's budgeting and investment tool tracking to its 20,000-plus advisor network
The leading notetaking and meeting prep platform's newest capabilities automate account opening, compliant scheduling, and cross-system workflows for advisors.
Asset-Map makes a bet on a partner ecosystem while VastAdvisor goes deeper on AI and CRM integration to help advisors grow.
