Three major wealth technology providers – Advisor360, Nitrogen, and Advisor CRM – have introduced new artificial intelligence features and integrations aimed at reducing manual work and boosting efficiency for financial advisors.
Advisor360 has launched a suite of AI-driven enhancements, including an embedded virtual assistant and expanded practice intelligence tools. The company’s platform assistant now offers voice-enabled, hands-free support, allowing advisors to create contacts, assign tasks, and access answers to hundreds of frequently asked questions using natural language. The assistant also provides contextual content, such as videos and document links, to help resolve issues more quickly.
“Our advanced AI assistant moves beyond intelligent response to intelligent action,” Mat Mathews, chief product and engineering officer at Advisor360, said Wednesday morning. “It doesn’t just answer questions – it helps advisors work smarter and faster, freeing them up to focus on clients instead of navigating technology.”
Advisor360’s latest reporting and analytics features are designed to unify financial and CRM data, enabling users to generate custom reports, and identify business opportunities in seconds.
The company reports that users are spending half as much time on reporting tasks since the rollout. The platform’s generative AI meeting assistant, released earlier this year, automates note-taking, transcription, and CRM updates within a secure environment.
Nitrogen has introduced AI Meeting Center, a tool built directly into its platform to automate meeting documentation and support compliance. The solution transcribes advisor-client conversations, generates real-time summaries, and produces editable notes that are ready for CRM systems. According to Nitrogen, the tool is designed to save time and reduce the need for third-party AI integrations.
“Nitrogen was built for client meetings. Advisors already rely on the clear visuals and analytics to make complex financial information easily understandable in their client and prospect meetings, and we’re proud to extend that value by eliminating a major drain on their time,” said Justin Boatman, chief product officer at Nitrogen.
Key features of AI Meeting Center include real-time summaries, CRM-ready notes, and enterprise-grade security. The tool is fully integrated within Nitrogen’s infrastructure, requiring no additional logins or plug-ins.
Recently, Aaron Klein – who founded Nitrogen under its original moniker, Riskalyze. and still serves on its board – revealed his own soon-to-launch AI startup to help fix the "broken" system of meetings for advisors.
Advisor CRM announced a strategic partnership with SmartData, a data aggregation and prospect engagement platform. The integration enables advisors to automatically access client data, such as portfolios and external accounts, and accelerates the onboarding process. Clients can use SmartData Connect to share financial information securely with their advisors.
“Advisors are tired of duct-taping point solutions together,” said Leibel Sternbach, partner and chief technology officer at Advisor CRM. “This partnership brings us closer to a fully automated operational core – one where advisors spend less time chasing paperwork and more time building relationships.”
Advisor CRM users now have access to a SmartData discount, building upon the wealth tech firm's recently rolled out AI meeting assistant with basic features included for all users. The platform also offers direct access to CRM data from within ChatGPT and Claude through Model Context Protocol.
The bank's new training initiative aims to add hundreds of advisors as it expands its mass-affluent advice unit, according to Barron's.
The lawyers' group warns that adjudicating certain claims externally and limiting punitive damages, among other suggestions, could hurt investors.
With Parkworth Wealth Management and its Silicon Valley tech industry client base now onboard, Savant accelerates its vision of housing 10 to 12 specialty practices under its national RIA.
The wealth tech giant is unveiling its new offerings, designed for advisor productivity and client engagement, as investors and experts continue to grapple with the implications of AI.
Meanwhile, Merchant is continuing to expand its support for RIAs by partnering with a South Dakota-chartered trust company.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
