Imagine, if you will, a world without wealth management, and therefore, without wealth management technology.
Welcome to another Advisor Tech Talk, we have all the week’s wealthtech happenings consolidated into a nice digest for you below, headlined by the long-anticipated sale of Yodlee, but first, we’re going to discuss a technology-related utopian vision of the future and what it might mean for financial advice as we know it.
And don’t worry, we think wealth management will always be around in some form—but there does seem to be a growing proportion of politically involved people in the West, both on the right and the left, who harbor a vision of the future in which technology inevitably breaks down and remakes our remaining social, economic and financial institutions. Today these visions aren’t as far-fetched as they once were—these utopians aren’t talking about theoretical future technologies, but about technologies that already exist like generative artificial intelligence.
We’ve discussed before in Advisor Tech Talk that generative AI can accurately and reliably perform many of the functions of a traditional wealth management firm at a very low cost. AI is so much more than financial services or wealth management, it has tremendous long-term implications for every knowledge-based sector of the global economy.
In our AI Education and AI & Finance columns, we’ve spent some time talking about how AI is already being used as not just a tool, but a content creation and critical thinking shortcut, particularly by our children. This is a technology that can reshape everything—including ourselves.
Today, instead, let’s imagine that technology really breaks down the relationship between labor and capital, as Greg Woolf did last week in his AI Regs and Risks column (which is always a must-read). In this scenario, companies would eventually slough off most or all of their human labor, leading to a very large proportion of society being displaced from their work.
On the other hand, the argument goes, because there will be more resources and productivity and, theoretically, fewer people, humanity and the planet together could very well at the same time enter a period of relative abundance, where the ability to work and earn is no longer relevant.
Think of some of the conditions in Europe after the Dark Ages and Middle Ages—the empires that conquered and warred across the continent were gone, many of the once “wild” peoples of the northern and eastern reaches of Europe had adopted more permanent settlements and patterns of living, the climate moderated permitting more trade with advanced cultures to the east, and due to centuries of war and plague, in many places the population was much smaller and the land more sparsely settled than it had been before the Dark Ages. Those conditions helped spur the flowering of culture and thought we call the Renaissance.
Now this kind of utopian vision is at least a century old, but there seems to be a spreading belief that AI could accelerate a new period of abundance for humanity, to the extent that the very idea of wealth could be obsolete in such a scenario. Abundance here translates to less competition for resources and more peace and prosperity. If there are no jobs, and technology is doing most of our work (and also most of our thinking—don’t forget about our brains) what do we do all day? What do our brains do? If we’re not earning wealth, and wealth itself is divorced from purpose, if time and labor and talent no longer equal money—what do wealth managers manage in the new renaissance?
Let’s get to our headlines.
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401KGO
Leading tech-forward 401(k) retirement plan provider 401GO announced the appointment of Cheryl Morrison Deutsch as Chief Experience Officer (CXO). In that role, Morrison Deutsch will lead the creation of a long-term, mission-focused strategy for aligning the needs of 401GO’s diverse set of users and partners with the company’s products and technology. She brings decades of experience managing the user experience in such sectors as technology, healthcare and financial services.
While 401GO works with businesses of all sizes, the company’s retirement products are especially well-suited to meeting the needs of smaller enterprises. Morrison Deutsch added that her experience as a small business owner provides a unique perspective on the needs of this market segment.
Morrison Deutsch earned her MEd from the University of South Carolina. She served as President and CEO of HealthFleet for seven years and also founded TriadHLTH Corp. She lives in the Boston area with her husband and three children.
AdvisorEngine
AdvisorEngine Inc.® announced today a series of enhancements to investment management capabilities in its wealth management platform, aimed at solving several Registered Investment Advisor (RIA) practice management challenges.
Focused on driving RIA’s operational excellence, eliminating client service bottlenecks and propelling investment advisory firms to reach new levels of growth, AdvisorEngine continues to invest in technology that is approachable, connected and scalable. The benefits of its evolved portfolio management suite of tools, including UMA support, flow through the entire wealth management platform.
Additionally, AdvisorEngine’s newest wealth management platform capabilities provide firms powerful and super-fast access to broad and deep data and insights, delivering an industry-leading data experience.
Advyzon
Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, and Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced an expanded integration and sales partnership that delivers the most comprehensive, bi-directional integration between a risk analytics solution and a portfolio management system, redefining advisor efficiency and client service.
Together, these integration points establish a fully unified data environment, helping advisory firms operate more efficiently, communicate more clearly, and scale more effectively.
This collaboration reflects both companies’ shared commitment to innovation and advisor success, and cements the Nitrogen and Advyzon partnership as the most robust, advisor-centric solution in the wealthtech ecosystem.
Altruist
Altruist, the modern custodian built exclusively for RIAs, today announced a significant rebrand and overhaul of its advisor platform and client portal. Now supporting over 4,900 advisors, Altruist is the fastest-growing RIA custodian according to the 2025 T3 Software Study. The platform has tripled assets under management for two consecutive years and is increasingly attracting larger, more sophisticated high-growth firms, with average firm size up 43% year-over-year.
Key updates include a new logo, color palette, fonts, photography, illustration, and motion guidelines. According to Wenk, the only elements that were off-limits were the name and mission statement.
The rebrand comes on the heels of two major teasers from the company: a new subscription bundling premium features across the platform known as Altruist One, and the debut of Altruist’s flagship AI product, Hazel. To learn more about how Altruist can help advisors build better businesses and stronger client relationships, visit the rebranded altruist.com and contact the Altruist team for a personalized demo.
BetaNXT
BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, has partnered with Provable Markets to support a real-time integrated solution for mutual clients to have seamless access to the Depository Trust & Clearing Corporation’s (DTCC’s) National Securities Clearing Corporation (NSCC) Securities Financing Transaction (SFT) clearing service.
The partnership gives financial services firms direct connectivity to Provable’s securities lending platform with end-to-end, straight-through processing, in which the NSCC acts as the central counterparty.
BetaNXT is one of the largest processors by volume at the DTCC, with deep, multi-year relationships with clients that process annual trade volumes in the millions. Provable Markets is an authorized access point to NSCC’s SFT clearing service, making this partnership a unique opportunity for firms seeking operational efficiency, resource and capital optimization and risk mitigation.
CAIS
CAIS, the leading alternative investment platform for financial advisors, today announced the first in a growing series of investment models—developed by BlackRock, Carlyle, Franklin Templeton, and KKR—onto the CAIS Models Marketplace. As recently announced, advisors can now leverage single-click model allocations across private and registered funds, for both subscription-based and ticker-traded products on the CAIS platform, streamlining implementation.
CAIS launched its Models Marketplace earlier this year to create a centralized hub that streamlines access to alternative investment model portfolios. The platform provides wealth management firms with a range of alternative investment models, while leveraging CAIS’ trade technology to streamline the investment process.
The expansion of models on the platform comes at a time when advisor demand is accelerating and managers are placing a greater emphasis on the private wealth channel. According to a recent CAIS survey1, 77% of advisors would use or consider model portfolios to streamline allocations, with nearly half (47%) citing model portfolios as a top resource for portfolio construction.
Conquest Planning
Conquest Planning Inc., (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced it has raised $80 million USD ($110 million CAD) in Series B funding led by Growth Equity at Goldman Sachs Alternatives. The round attracted additional new investors, including Canapi Ventures, a venture capital firm investing in early to growth-stage software and fintech companies, as well as BDC Capital, Citi Ventures, TIAA Ventures and USAA. Existing investors BNY and Portage also participated in the round, which brings Conquest’s total funding to over $100 million USD.
Conquest was established in 2018 with the foundational belief that financial planning should be accessible, yet bespoke, for retail investors and ultra-high-net-worth families alike. Its artificial intelligence (AI)-powered software enables financial advisors, banks, brokerages, wirehouses, insurance firms and pension providers to offer personalized advice at scale.
Conquest will leverage this fresh capital to accelerate its U.S. expansion, while also funding the continued evolution of its AI-based Strategic Advice Manager (SAM). SAM’s revolutionary AI planning engine performs thousands of complex calculations around every piece of information in an individual’s financial plan, which allows advisors and their clients to quickly and accurately understand the impact of different scenarios on clients’ goals and recommend the next best financial decision. Conquest will continue to invest in its technology to support more robust plan analysis, enable more efficient onboarding and plan creation and create tools and modules that lead to dynamic content creation.
Datalign Advisory
Datalign Advisory announced Carmen Vetere has joined as Chief Marketing Officer. Vetere will lead and expand consumer growth initiatives, accelerate the direct-to-consumer marketing program, and broaden strategic partnerships as Datalign meets surging consumer demand for professional financial advisors.
With experience at multiple Boston-based growth companies, Vetere brings more than two decades of marketing leadership across the fintech, healthcare, e-commerce, and edtech sectors. Datalign is the third marketplace Vetere will help scale, following successful growth initiatives at Virgin Money, a pioneer in peer-to-peer lending, and Gazelle (acquired by Outerwall), a leading e-commerce marketplace for used electronics. He was also part of the early team at Compete, which was successfully acquired by Kantar/TNS.
Most recently, Vetere served as Chief Marketing Officer at O’Reilly Media, where he led the company’s marketing transformation as the business transitioned from publisher to technology learning platform. In that role, he guided a comprehensive brand refresh, built a global marketing team, and doubled both aided brand awareness and inbound lead generation through paid media, PR, and content programs.
Envestnet
Envestnet, Inc. today announced it has entered into a definitive agreement to sell Yodlee, Inc., its open finance and data analytics subsidiary, to STG, a private equity firm focused on fueling innovative software, data, and analytics market leaders. The transaction is expected to close in the third quarter of 2025, subject to customary closing conditions.
This strategic divestiture positions Yodlee for accelerated growth and continued client support under STG’s stewardship. Founded in 2002 and previously known as Symphony Technology Group, STG has a proven history of propelling market leaders through its deep experience, flexible approach, and over $12 billion in assets under management as of March 2025. Yodlee, a leader in open finance, data aggregation, and analytics, will become part of STG’s expanding global technology portfolio that includes prominent companies such as RSA, Trellix, and SurveyMonkey.
STG intends to leverage its transformation experience to help Yodlee deliver increased value to clients, attract and retain top talent, and achieve best-in-class business performance. With a focus on customer-centric innovation, the firms aim to rapidly invest in technologies and deliver enhanced solutions to the financial sector.
First Rate
First Rate, a leading provider of financial technology and services to the wealth management industry, today announced a strategic partnership with InvestSuite, a Belgium-based fintech specializing in white-labeled digital wealth solutions. The collaboration brings together First Rate’s trusted performance reporting and calculation engine with StoryTeller, InvestSuite’s cutting-edge narrative reporting solution, seamlessly integrated into the First Rate platform. This strategic collaboration was sparked by InvestSuite’s participation in the inaugural cohort of The Founders Arena, where First Rate proudly serves as a corporate sponsor.
This partnership marks a significant leap forward in client communication and digital engagement. As investors demand more intuitive and personalized insights, this integration empowers firms to move beyond data tables and charts, delivering dynamic, story-based insights that elevate the client experience. The partnership reflects the growing need for scalable, API-first tools in a market prioritizing transparency, automation, and personalized wealth experiences.
As the wealthtech landscape continues to evolve, this partnership positions First Rate and InvestSuite at the forefront of innovation, offering tools that are not only functional but also engaging, elegant, and future-ready. By bridging performance analytics with storytelling, this collaboration sets a new standard in how investment firms build trust and connection with their clients.
Forge Global Holdings
Forge Global Holdings, Inc. (“Forge”) (NYSE: FRGE) announced today it will partner with Fortune Media to launch a new series of lists and rankings dedicated to the private market, powered by proprietary private market data from Forge, a leading provider of marketplace infrastructure, data services, technology and investment solutions for the private market.
Forge tracks more than 1,200 private companies valued at more than $1 billion and an estimated total private market valuation in the trillions, that are pioneering breakthroughs in AI, health care, defense, fintech, sustainability, and more — a powerful force shaping global innovation and investment.
Fortune’s upcoming private market rankings will offer a comprehensive, data-backed view into the companies, leaders, and sectors driving value creation outside the public eye. By combining Forge’s robust dataset — built on thousands of private company transactions, hundreds of thousands of investor signals and Forge’s proprietary pricing methodologies — with Fortune’s respected editorial expertise, these rankings will surface powerful trends and untold stories shaping the future of global business.
Foundation Source
Foundation Source, the leading provider of philanthropic solutions for donors, nonprofits, institutions, and the wealth advisors who serve them, today announced it has acquired Pacific Foundation Services (PFS), a foundation management organization based in San Francisco providing philanthropic strategy, grants management, and enhanced accounting support to some of the Bay Area’s largest foundations. The transaction reinforces Foundation Source’s position as the nation’s premier provider of foundation management services and increases its charitable assets under administration to nearly $40 billion. It also boosts annual deployment of charitable funds to more than $2.7 billion.
PFS’s unique capabilities complement Foundation Source’s flagship tech-enabled offering for private foundations and their advisors, allowing the company to better serve large, complex foundations. The acquisition also allows PFS clients to leverage modern, cloud-based tools that help make giving easier and more cost-effective and access a wider range of philanthropic solutions including specialized legal, compliance and tax support.
The combined organization will offer an extensive range of philanthropic advisory services, including program strategy and design, and a set of services to deepen grantee relationships including sourcing and diligence of grantees, application support, grant structuring and impact measurement. Following the transaction, the CEO Charles R. Casey joined Foundation Source in a new leadership role along with the entire PFS team.
Jump
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new partnership with RightCapital, the fastest-growing financial planning software for financial advisors. This partnership enables advisors to seamlessly sync meeting insights from Jump into RightCapital’s platform—eliminating the need for manual data entry and helping to ensure financial plans remain accurate and up-to-date.
With this integration, Jump proposes updates to key household data—including incomes, expenses, goals and family records—after every client meeting. Advisors can review and approve the suggestions, then push them to RightCapital with a single click. This saves time, reduces the risk of errors and helps to keep client plans accurate and actionable—allowing advisors to stay focused during meetings while scaling their planning process more efficiently.
The integration is now live and available to all users of both Jump and RightCapital at no additional cost. Advisors can activate the integration directly within Jump.
MyVest
MyVest, a leading provider of enterprise wealth management technology, has partnered with InvestSuite, a global B2B InvestTech company, to offer custom model portfolio construction and management at scale.
The integration gives either home offices or advisors improved control over the creation of custom investment models using InvestSuite’s advanced model building tools and makes them available within the Model Management module of MyVest’s Strategic Portfolio SystemTM (SPS).
These custom models can be used alongside a wide range of investment vehicles within MyVest’s SPS, including mutual funds, ETFs, SMAs, and other third-party models, to build fully personalized, multi-asset class strategies. Advisors can blend home office models with custom models constructed in the InvestSuite system, and MyVest’s implementation engine optimizes the entire portfolio for tax impact, risk and alignment with client personalizations.
Optio
Optio Incentives, a Nordic fintech specializing in employee equity and incentive programs, has acquired the share plan software platform from Investec Wealth & Investment International, a division of leading international bank and wealth manager Investec Group. The transaction supports Optio’s global expansion and accelerates its annual growth trajectory, which has exceeded 80 percent since inception. It also provides access to long-standing client relationships, a highly scalable infrastructure, and the experienced team behind the platform.
The newly acquired share plan platform currently supports more than 60 companies listed on the London Stock Exchange with employee equity and incentive programs, giving Optio direct access to the UK market. In South Africa, the platform remains white-labelled by the JSE Investor Services, a leading share registry, custody and investor service provider Johannesburg Stock Exchange (JSE), powering equity programs for a large share of the country’s listed and unlisted firms. This deal positions JIS Investor Services as the sole user of Optio’s administration software in Africa.
Optio now supports over 500 corporate clients across Scandinavia, the UK, Italy, DACH, and South Africa, with programs spanning more than 15 stock exchanges worldwide. Its platform serves over one million employees participating in equity compensation programs.
Orion
Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced today the appointment of Valli Nachiappan as Chief Technology Officer (CTO). In this role, Valli will lead the execution of Orion’s technology strategy, further modernizing its architecture and accelerating the delivery of emerging technologies and AI-powered solutions to enhance the advisor-client experience.
Valli brings more than two decades of technology leadership, most recently serving as Vice President of Engineering at Zendesk, where she led global, product-focused teams and spearheaded artificial intelligence innovations that deepened client engagement. Her previous roles include senior leadership positions at Zaplabs, where she drove the development of digital solutions across both business and consumer segments, and at Yapstone, where she built secure, scalable and reusable multi-platform applications.
Valli reports to Reed Colley, President of Orion Advisor Technology, and serves on Orion’s senior leadership team. She will oversee a global department focused on empowering high-performing teams, advancing technology strategy, scaling infrastructure, deepening data integration and accelerating AI development.
Pontera
Pontera, the fintech company enabling financial advisors to securely manage workplace retirement plan assets for participants, and BridgeFT, a cloud-native, API-first wealth infrastructure software company, announced today a new integration that enables financial advisors to view and manage Pontera accounts directly through BridgeFT’s WealthTech API platform.
Through the partnership, enterprise wealth management firms, registered investment advisors (RIAs), and turnkey asset management platforms (TAMPs) that leverage BridgeFT products will now be able to seamlessly manage clients’ 401(k)s, 403(b)s, and other held-away accounts alongside their multi-custodial data sources, all through a single API interface. The integration will empower financial advisors with a comprehensive overview of their clients’ financial portfolio so they can offer more personalized and holistic advice to their clients.
Pontera’s data will be available through BridgeFT’s WealthTech API platform, and Pontera joins an exclusive list of partners to be added to the BridgeFT WealthTech API Marketplace, which offers the wealth market direct access to a curated group of partners leveraging API-first data and application services. BridgeFT’s Marketplace aims to accelerate, simplify, and reduce the cost of wealth management application development and maintenance.
Powerlytics
Powerlytics is transforming the way wealth management firms, banks, credit unions, and lenders achieve growth by delivering accurate, comprehensive data on 100% of U.S. households. Its latest innovation, TrueWealth, provides unmatched visibility into the investable assets and income of U.S. households, enabling users to identify, score, and engage high-potential prospects with precision in real time through its easy-to-use platform.
Powerlytics’ proprietary products leverage comprehensive financial data, underpinned by source of truth data from the IRS.
Powerlytics’ proprietary database, developed by a team of PhD economists, delivers the most complete, accurate, and frictionless financial data on the market. Wealth management firms, credit unions, and banks can now move beyond traditional growth methods and gain a competitive edge by confidently targeting high-value prospects.
PureFacts Financial Solutions
PureFacts Financial Solutions, the leading provider of revenue management and optimization solutions for the investment management industry, announced today a deepened relationship with BNY Pershing as the select provider for their clients’ billing and advisor compensation management needs.
This collaboration aims to provide shared clients with PureFacts’ advanced revenue management solutions to further complement BNY Pershing’s Wove suite of advisory tools delivering capabilities that streamline operations and enhance client engagement.
Quinn
Quinn, an AI-driven financial planning and advice platform, today announced it has emerged from stealth and raised $11 million in Seed funding led by Viola Fintech with participation of existing investors, to transform how financial institutions deliver personalized wealth advice at scale.
Traditional financial advisory models are constrained by a 1:100 advisor-to-client ratio, leaving millions underserved. Quinn breaks that barrier by leveraging advanced AI to substantially grow the market that has access to financial planning and advice. The platform seamlessly embeds within financial platforms, offering real-time and bespoke advice to every client, democratizing access to financial guidance.
Quinn’s mission is rooted in the belief that embedded financial planning is the future. Already trusted by leading financial institutions, Quinn’s platform is available as an embedded, co-branded or fully white-labeled experience, allowing for seamless API integration with existing systems, enabling rapid deployment and immediate client impact.
RISR
RISR, a leading business owner engagement platform for financial professionals, today announced a strategic partnership with The American College of Financial Services (‘The College’), the nation’s largest nonprofit educational institution devoted to financial services. This collaboration will enhance how financial advisors serve business owner clients by combining specialized education with powerful technology.
The College’s mission is to provide applied financial knowledge and education, promote lifelong learning and advocate for ethical standards to benefit society. It’s a mission rooted in history and focused on the profession’s future. This partnership with RISR brings that mission to life by pairing expert instruction with actionable tools to meet the complex needs of today’s business owner clients. As part of the collaboration, financial advisors who complete The College’s Business Succession Planning Certificate Program will receive complimentary access to a business insights report from RISR—a robust, data-rich overview that helps advisors uncover valuation, risk and growth opportunities for business owner clients. This benefit is designed to immediately translate the certificate’s learnings into real-world client impact.
Over 70 percent of privately held businesses are expected to change hands in the next decade, yet most business owners are unprepared to exit successfully. This knowledge gap presents a major opportunity—and responsibility—for advisors to step in and guide their clients through these life-changing transitions.
Vanilla
Vanilla, the category-defining estate planning platform for financial advisors, announced today that Emily Tran has joined the company as Vice President of Marketing. Tran will lead all facets of Vanilla’s marketing strategy, with a focus on driving awareness, deepening advisor engagement, and accelerating adoption of the platform across the wealth management industry.
Tran brings over 10 years of financial services marketing experience to the role, most recently serving as Head of Marketing at Practifi, a CRM platform for advisory firms. Prior to that, she held senior marketing positions at Morningstar, where she led integrated campaigns that supported product growth and advisor education at scale.
At Vanilla, Tran will be responsible for shaping and executing a marketing strategy that reflects the firm’s mission: to make estate planning a core part of holistic financial advice. She will lead efforts across brand, product marketing, content, digital, events, and advisor communications.
World Investment Advisors
Leading financial advisory firm World Investment Advisors, LLC (World) announced the continued build-out of its technology stack to offer financial advisors additional tools that improve efficiency and enable growth. The enhancements provide advisors with choice, flexibility and time savings as the firm continues to expand its wealth management business. The recent additions include access to Holistiplan (simplifying and scaling tax planning), Pontera (management and trading of client accounts in retirement plans), Forms Logic (electronic document management and paperless account opening) and an expansion of the relationship with FMG Suite (efficient and compliant client communication and content).
The announcement follows the recent launch of its World Managed Account Platform (WorldMAP), the new open-architecture, multi-custodial investment and portfolio management platform. Advisors can access World’s tech tools, platforms and solutions in one place via the recently launched Advisor Connect portal, the firm’s proprietary business intelligence tool. Advisor Connect also leverages Microsoft’s Power BI technology to provide advisors with a complete view of their client data to help them better analyze and manage their business.
To provide advisors with the best possible experience with World’s updated tech stack, the firm is also announcing a significant addition to the team. Sarah McGilton has joined World as Director of Platform Technology and Strategy. Previously the Director, Implementation Project Management at Juniper Square, Sarah will lead efforts at World to further develop and implement a unified technology and data management strategy for the firm’s advisor network and end users.
Worth Venture Partners
Worth Venture Partners, an investment advisory firm specializing in tax-efficient alternative investments and emerging manager strategies, is pleased to announce the formation of Nextgen Signal AI. This new company is designed to enhance institutional investment strategies by incorporating advanced artificial intelligence (AI) methodologies.
Nextgen Signal AI acquired the proprietary technology developed by Rosetta Analytics, an innovator in AI-driven trading strategies, in January 2025. Rosetta Analytics’ trading strategies have been recognized with multiple industry awards, including honors from With Intelligence in 2022 and Hedge Fund Journal in 2022. Nextgen Signal AI uses deep reinforcement learning, an advanced form of machine learning, to design trading strategies to dynamically react to market conditions by identifying complex financial patterns in data.
Nextgen Signal AI will work on scaling Rosetta Analytics’ award-winning AI-driven trading strategies, starting with its proprietary, market-tested Reinforcement Learning (RL) platform. Employed in active investing in live markets since 2020, the RL platform is designed to optimize allocation across multiple asset classes — including equities, fixed income, select commodities, and crypto currencies. Nextgen also seeks to leverage Rosetta’s proprietary Deep Learning model, specifically developed for the equity market which was first employed in live trading in 2017. As AI-driven strategies gain traction in institutional investing — particularly in areas such as risk analysis, portfolio optimization, and market pattern recognition — we seek to emphasize the importance of disciplined oversight and rigorous evaluation in integrating AI into institutional portfolios.
Zocks
Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a new integration with PreciseFP, the award-winning client engagement and data-gathering software from Docupace. The partnership enhances Zocks’ ability to automate key client workflows and accelerate the path from conversation to advice.
With this new bi-directional integration, Zocks users can now sync conversational data directly into PreciseFP’s digital fact-finding and account-opening forms, eliminating manual entry and automating the client journey from initial contact through onboarding and ongoing engagement. The structured data from Zocks flows seamlessly into leading CRMs, financial planning tools and custodian platforms via PreciseFP’s existing integrations, ensuring continuity across platforms. Through PreciseFP’s established ecosystem, Zocks immediately extends value into the platforms advisors already rely on, advancing its mission to streamline end-to-end workflows.
