During a busy week for the wealth tech space, Docupace unveiled new data showing productivity gains for advisors in 2025, while Contio and Apex made separate AI-based announcements aimed at making life easier for advisory firms and wealth platforms.
Docupace says its PreciseFP data-gathering platform and Hubly workflow engine helped eliminate more than 200,000 hours of manual work for advisors in 2025, automating roughly 4 million tasks across the industry.
The company estimates those time savings translate into about $29.7 million in productivity gains tied largely to automating client data collection across more than 400,000 accounts.
The firm reports that PreciseFP alone accounted for 198,012 hours saved last year by capturing and processing 21.8 million data elements that otherwise would have required manual entry, up 30% from 16.7 million in 2024. It also handled nearly 400,000 automated data transfers between integrated applications, a 28% increase from the prior year, as data moved among CRMs, planning tools, custodial systems, and portfolio platforms without rekeying.
Ryan George, chief marketing officer at Docupace, said the results highlight the "fundamental operational challenge [of] financial advisors and their teams [spending] far too much time manually capturing, rekeying and transporting client data between disconnected systems.”
Docupace is also betting heavily on AI. Since November, PreciseFP users have created more than 2,000 AI assistants to help with data gathering, with AI-driven reporting and document data extraction slated for later in 2026.
On the operations side, Hubly users completed 719,559 workflows and 3.9 million tasks in 2025, increases of 57% and 69% year over year, respectively. The platform saw a 141% jump in completed data forms to 225,430, which Docupace argues signals fast-growing RIAs are moving from ad-hoc email and spreadsheets to more structured processes.
Contio, the Boise-based startup founded by Riskalyze's Aaron Klein, has launched MeetingOS, a “decision acceleration platform” built around an AI engine that drafts agendas for client meetings, identifies who should be in the room, surfaces relevant data as they happen, and then generates notes and action items.
Klein, who came out of retirement to declare open war against broken meetings in June last year, framed the opportunity in terms of the global meeting economy, pointing to “a billion knowledge workers around the globe” who “bemoan the massive inefficiency that defines most of their calendar.”
MeetingOS plugs into Google Workspace and Microsoft Outlook calendars, works across video platforms without bots, and supports in-person meetings. Contio is rolling out three tiers: a free version with AI notes for up to 20 meetings a month; a Pro tier that leans on the company’s intelligence engine for agenda-building and in-meeting insights; and an Elite Advisor edition tailored to financial advisors.
Elite Advisor is designed to read performance reports, financial plans, portfolio analyses and account statements, then generate client-review and prospect-meeting frameworks that Contio says can cut prep time from about two hours to 10 minutes. The advisor-focused product is built to work with providers such as Nitrogen, eMoney, MoneyGuide, RightCapital, Black Diamond, Orion, Addepar and YCharts.
Contio is also launching a partner apps program around MeetingOS, with early integrations from wealth-focused firms including Blueleaf, Asset-Map, Precept, and Fynancial.
Apex Fintech Solutions is zeroing in on another friction point for wealth platforms: the heavy lift of integrating with a clearing and custody provider.
Several months after entering into a strategic partnership with State Street, the company has rolled out the Apex AI Suite, anchored by what it calls an Agentic Development Kit for its AscendOS clearing, custody, and trading platform.
The ADK bundles API references, guides, SDKs and code samples into downloadable packages that plug into a developer’s terminal or IDE. Users can type natural-language prompts such as “implement account opening” and receive production-ready code in languages including Java, Python, TypeScript, and Go.
Chief executive Bill Capuzzi said the suite is designed to democratize the work of creating wealth platforms to a broader base of builders.
“You shouldn't need a team of engineers to test a great idea,” he said, adding that Apex wants to put “the power to build wealth platforms directly into the hands of the innovators.”
The ADK works alongside Ask Ascend, the AI assistant Apex launched in 2025, which provides context-aware support for integration questions and code samples. The company plans to extend Ask Ascend deeper into its workstations, tax and cost-basis tools and service center workflows over the course of 2026.
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