The world of wealth technology continued to turn this week as Amplify, WealthReach, Zocksm and Zeplyn each announced new partnerships to boost advisor efficiency across portfolio management, digital marketing, and more.
Amplify, the self-described enterprse growth platform for wealth firms, has announced a partnership to offer Ned Davis Research's institutional investment models as turnkey managed portfolios.
Under the partnership, advisors can implement NDR's investment models across client accounts on any custodial platform, while Amplify handles trading, rebalancing and performance reporting. Advisors retain the client relationship and investment strategy decisions.
"We're focused on helping advisors reduce the operational burden of building and managing portfolios so they can dedicate more time to the work that creates the greatest value for clients," said Aaron Brodt, co-founder and chief executive officer of Amplify.
Brian Sanborn, global head of investment solutions at Ned Davis Research, said the arrangement lets advisors access the firm's research without building models internally.
"Our team has spent decades helping advisors make more informed investment decisions through objective, data-driven research," Sanborn said. "Through our partnership with Amplify, advisors can now put that research to work with professionally managed portfolios while maintaining the flexibility and client relationships that define their practices."
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WealthReach has announced it is converting advisor video into search-optimized content through a new integration with video platform SageContent.
The integration converts finished advisor video into blog posts and transcripts published on the advisor's own website, where it can be crawled and cited by search engines and AI platforms such as Claude, ChatGPT and Perplexity – a practice increasingly referred to alongside traditional SEO as answer engine optimization, or AEO.
The partnership works both ways, as the integraton would enable SageContent users to generate video scripts from topics WealthReach's content intelligence identifies as actively searched by a firm's target market.
"Advisors have been using video to show their personality and expertise and to stand out in a crowded RIA space," said Michael Barrasso, co-founder and CEO of WealthReach.
Co-founder and chief partnership officer David DeCelle said the firm's audits of more than 30,000 advisor websites have confirmed one obvious conclusion.
"Google and AI models can't surface what they can't read," DeCelle said. "Turning a previously siloed video into a structured transcript and blog post on the RIA's own site is what gets a firm cited to show up to the clients that matter."
SEI revealed it is adding AI assistant Zocks to its advisor services ecosystem to automate meeting prep and client follow-up.
The addition expands an existing roster of third-party partners SEI offers advisors for discounted pricing and operational support. Zocks automates meeting preparation, meeting notes, client follow-up, CRM and planning updates, onboarding, forms and client intelligence workflows.
"Advisors are moving beyond AI curiosity and looking for practical ways to embed intelligent automation into the workflows that matter most to their businesses," said Erich Holland, head of SEI's U.S. wealth and advisor business.
Shauna Mace, head of practice management and independent advisor solutions at SEI, said the goal is to help advisors "move from time savings to deeper productivity and more proactive client engagement."
Jim Hardeman, executive vice president of product at Zocks, said the platform was "built to help financial advisors turn everyday client conversations into actionable intelligence without adding complexity to their practices."
SEI and Zocks plan to collaborate on advisor education, webinars and practice management programming tied to the partnership.
Zeplyn has built an agentic account-opening workflow through a new integration with Schwab Advisor Center.
The integration, which comes on the heels of Zeplyn's recently launched advisor coaching tool, extends the fintech firm's Agent Nexus tool into account opening and meeting preparation.
With a single request, Zeplyn's AI agents pull client information already captured across meetings, emails, CRM records and documents to complete Schwab's digital account-opening fields and return a draft for advisor review.
The company said early pilots showed not-in-good-order submissions declined by roughly 80%, and that live Schwab holdings and transactions are now also folded into Zeplyn's AI-generated meeting briefs, which pilots showed saved advisors more than 12 hours a week.
"Schwab Advisor Center is one of the most important platforms in wealth management, and we're excited to bring the power of Zeplyn Agent Nexus into that ecosystem," said Era Jain, co-founder and CEO of Zeplyn.
New Treasury and IRS proposals would let employers add tax-free payroll contributions to the retirement accounts as advisors weigh the fit for client families.
The Atlanta-based RIA has now completed nine acquisitions in 2026, with six of those coming from Commonwealth Financial Network's former advisor base.
Half of small business owners want their company's success to fund generational wealth, says Guardian Life research.
New Principal Financial data reveals 69% of US employers say staff are postponing retirement, with inflation cited as the primary driver amid rising AI optimism.
Anthropic's Millennium partnership moves AI from reactive tool to proactive risk monitor — but other wealth tech leaders question its fit for RIA practices.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
