The race to get into advisors' tech stacks with AI continues its fast and furious pace this week as Opto Investments welcomes a CAIS veteran to a leadership role, while Jump and Zocks each announce new integration partnerships.
Opto Investments has tapped industry veteran Warren Seubel as vice president of sales and revenue as it looks to win more business from RIAs, family offices and institutional allocators building out private markets programs.
The New York-based firm, which offers a technology platform for the full private markets lifecycle, said Seubel will lead commercialization and client relationships, with a focus on helping investment teams design and implement bespoke private markets portfolios at scale. That remit includes driving adoption of Opto’s end-to-end alternatives platform and its Diligence AI tool, which is designed to automate parts of private fund research and due diligence.
According to the company, Diligence AI pulls data from documents, benchmarks managers and funds, and helps generate investment committee materials so analysts can focus on higher-conviction decisions rather than manual document review. The tool is already in use at endowments, family offices, and wealth managers, Opto said.
“Investment teams are being asked to evaluate a dramatically larger universe of private market opportunities…with the same, or fewer resources,” Seubel said in the announcement. “Opto is addressing that challenge head-on.”
Seubel previously served as a managing director at CAIS and was an early senior team member at Addepar, where he worked on platforms for wealth managers and family offices.
Opto CEO Ryan VanGorder said Seubel’s experience with technology and high-performing teams would be important “as we build technology that unlocks the potential of private markets as an engine for economic growth.”
TaxStatus and Jump are rolling out an integration that pipes IRS-verified tax data directly into Jump’s AI advisor platform, aiming to compress the time advisors spend on data gathering and prep work before client meetings.
TaxStatus has emerged as a game-changer for planners, connecting to the IRS to retrieve verified tax information and analyzes more than 3,000 data points per taxpayer, including held-away assets, business interests, real estate, retirement accounts and other details that typically require multiple client touchpoints to uncover. The service then monitors IRS accounts for three years, flagging tax liabilities, refunds, audits and filing discrepancies before official notices are issued.
“We’ve seen growing demand in the advisor space for verified financial data as they shift toward more accurate, technology-driven planning frameworks,” said Kevin Knull, CEO of TaxStatus, adding that the integration allows advisors to get data and actionable insights "in seconds instead of days."
Within Jump, IRS-verified data is fed into advisors’ pre-meeting briefs, reducing manual data entry and improving accuracy. Jump CEO Parker Ence said bringing TaxStatus data into the platform “represents a huge opportunity for financial advisors [by unlocking] the power of data in service of better client experience and advisor outcomes.”
Meanwhile, Zocks and Wealth.com are linking their platforms in a two-way AI integration meant to close the gap between client conversations and documented plans.
Zocks' AI assistant will now capture details from client meetings – from family structures and asset titling to gifting strategies and existing wills or trusts – and push that information into Wealth.com. Tasks that might have required hours of follow-ups and manual entry can be turned into structured data and updated in Wealth.com shortly after a meeting, the companies said.
At the same time, the integration pulls Wealth.com data back into Zocks, including quiz outcomes, document status, and recommendations. A single summary page will be generated showing advisors what has been completed, what is in progress, and what still needs discussion before going into a client conversation.
"AI fundamentally changes the economics of estate planning by automating the administrative work that used to consume hours of time,” said Mark Gilbert, CEO of Zocks. “With our new partnership, advisors can now deliver comprehensive estate planning services without adding operational overhead, which means they can serve more clients and capture opportunities faster."
Danny Lohrfink, chief product officer at Wealth.com, said the combination of Wealth.com’s planning infrastructure and Zocks’ ability to capture “the emotional and contextual nuances of client conversations” is intended to create a more personal, precisely executed estate planning experience.
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