Advisor360 and Conquest Planning have struck a partnership to bring native financial planning capabilities into the Advisor360 platform.
The two companies said the integration is intended to close the gap between plan creation and the downstream steps of execution and client management – work that, for many firms, currently requires moving between multiple disconnected systems.
The combined offering, which Advisor360 is calling its Planning solution, will allow advisors to build and manage financial plans without leaving the platform's broader household context. A hybrid goals- and cash-flow-based planning engine is included, and plan outputs are designed to feed directly into CRM, reporting, and service workflows. Clients will be able to collaborate through the investor portal, with the goal of keeping plan data accessible throughout the client lifecycle.
Advisor360 already supports integrations with eMoney, MoneyGuide, and RightCapital. The Conquest-powered option adds a natively built alternative within the same environment.
Conquest Planning, a Canadian wealthtech firm established by the founders of Naviplan, last month announced plans to roll out new AI-powered capabilities that it said would improve advisor workflow efficiency while still keeping users grounded in its calculation engine, SAM (Strategic Advice Manager).
Scott Freeland, vice president of product management at Advisor360, said in a statement that "[t]he future of advice is built on connected workflows that unify the advisor workday."
Tom Burmeister, vice president of strategic product solutions at Conquest Planning, added that financial planning "that lives outside the advisor's workflow won't reach its full potential."
55ip, a JPMorgan Asset Management subsidiary that focuses on tax-managed investment technology, has expanded its platform to include custom model portfolios built on T. Rowe Price strategies. The models are available to all advisors and will be jointly supported by both firms for distribution and servicing.
The arrangement layers 55ip's ActiveTax Technology onto T. Rowe Price's investment strategies, giving advisors tools for tax-smart transitions, ongoing tax-loss harvesting, and tax-smart withdrawals within the same portfolio framework.
T. Rowe Price had $1.71 trillion in assets under management as of March 31, 2026.
The announcement comes as model portfolios continue to draw assets at a significant pace. According to Cerulli Associates, outsourced models had surpassed $2.5 trillion in assets by the end of 2024, up 23% from the year prior, with projections pointing to more than $10 trillion by 2029. Cerulli's research also found that 65% of model provider asset management firms prioritize custom models, and 71% of asset managers view them as a major business opportunity.
Mike Camp, head of client solutions at 55ip, said in the announcement that "[t]he addition of T. Rowe Price to our platform expands the range of asset management options and personalized solutions available to advisors."
Hamachi.ai has integrated fpPathfinder's library of financial planning guides, checklists, and flowcharts into its Command Center platform.
The integration surfaces fpPathfinder's reference materials based on the advisor's activity – whether drafting client communications, reviewing household data, or preparing for meetings – rather than requiring advisors to look up content separately.
Hamachi positions its Command Center as a centralized hub connecting household data, advisor context, and firm compliance policies. Among other efforts to achieve enterprise-grade cybersecurity and governance, the company said it recently received SOC 2 certification.
The fpPathfinder integration routes that content through Hamachi's policy-driven architecture, so outputs are meant to align with firm-approved language and regulatory requirements before reaching client-facing communications.
Michael Lecours, co-founder of fpPathfinder, said advisors "don't need more content, they need the right guidance at the right time," adding that with the integration, planning insights "show up in context, ready to use."
CapIntel announced the launch of a tax analysis feature built into its investment proposal platform, available to advisors in both the US and Canada. The tool allows advisors to estimate the tax impact of moving from a client's current portfolio to a proposed one without leaving the proposal workflow.
Advisors can enter cost basis and purchase date information, after which the platform calculates projected gains and losses and estimates associated tax costs, incorporating variables such as carryforward losses and year-to-date activity. Those results can be embedded into digital or PDF proposals.
The company emphasized that the feature is designed to complement, not substitute for, professional tax advice.
Joy Chen, vice president of product at CapIntel, said in the announcement that tax insights are "too often separated from the proposal process" and that the new feature helps advisors "deliver more personalized recommendations, clearer value and a more efficient path from prospect to client."
The feature targets RIAs and broker-dealers working with high-net-worth clients who have complex portfolios and heightened sensitivity to tax drag on transitions.
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