So you want to know more about wealthtech.
Where do you go?
More importantly, you want to get word out about your new and growing wealthtech product.
How do you reach wealth managers?
Welcome to another weekly Advisor Tech Talk, where we have plenty of wealthtech and other financial advisor technology headlines for you to review this week.
But first we wanted to talk about wealthtech news in general, because there’s a lot of it. Over the past few years, the wealthtech landscape has blossomed with new startups, incumbents have grown larger and changed hands, and financial advisors’ needs have evolved significantly.
And the wealth management trade press, by and large, isn’t keeping up. Outside of one significant outlier, wealth management journalists in the major trade publications don’t seem to understand the technology that financial advisors depend on or how it is changing.
So where does the wealth management industry go for its technology news?
To this day, no major financial conference dedicated to the wealth industry has replicated the dedication to technology that the now defunct TD Ameritrade LINC conference once did with its bustling “Veo Village” of technology partners.
The major technology conferences for wealth management are still largely seen as niche conferences, despite their longevity and success. Similarly, there are fewer than a handful of incumbent publications dedicated to wealth management technology—most of these operate trying to cover a large, growing and busy space with only a few writers. The interest and expertise is there, but the manpower is not.
Not one has become an “authority” on financial advisor technology. In fact, there is no authority on financial advisor technology. I can think of one person who might come close, and he’s not even a household name in the industry.
We’re just too fragmented.
There are people, like ourselves and our unnamed near authority, out there who are doing the job of covering wealth management technology, but despite their efforts they’re not really building holistic platforms, whether through live events or published material. They’re not covering the entire industry, and they’re not reaching fewer than 10% of their potential audience.
Trust me, I’ve been involved with some of these publications—not only are they not publishing the material necessary to keep up with the space, they’re not really drawing readers, either. There are tens of thousands of advisors and hundreds of thousands of people working in wealth management-related jobs out there, and the average wealthtech article at a major publication might get a few hundred sets of eyes on it. A couple of thousand if it’s particularly sexy. That’s it.
We generally do at least as well here at Digital Wealth News with a fraction of the resources, at a fraction of the overhead cost.
How much longer does that traditional publishing business model survive? What justifies its existence?
This raises another problem—where do wealthtech companies who want to get word of their products out to financial advisors go to advertise? If the traditional wealth management press is doing such a poor job of covering wealthtech that advisors aren’t even reading the material, how would a new and growing wealthtech inform the industry of its presence?
I mean, besides advertising with us, of course.
Let’s get to your headlines.
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Advyzon
Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, has recently enhanced its integration with Schwab Advisor Services to incorporate more streamlined, single sign-on (SSO) capabilities for advisors’ end clients, as well as seamless digital account opening.
With single sign-on between Advyzon and Schwab Alliance, end clients gain a truly unified experience: one login through Advyzon’s portal gives them seamless access to both comprehensive portfolio reporting and analytics, as well as Schwab Alliance’s account servicing features. This makes the Advyzon portal the single destination for clients to review their investments and manage key account activities without juggling multiple sets of credentials.
Leveraging Schwab’s new Digital Onboarding API, Advyzon has enhanced its existing digital account opening workflow with Schwab Advisor Center® to make the process even more efficient and comprehensive. Advisors can now leverage more data already captured in Advyzon’s CRM to pass fully prepared account openings directly to Schwab Advisor Center for validation and onto client review and eAuthorization. By allowing more data to flow seamlessly between systems, this enhancement eliminates redundant steps and further streamlines the digital onboarding experience for both advisors and their clients. The result is a fully digital account opening process from end to end, with no more forms or physical paper needed, that utilizes Schwab’s eAuthorization for client electronic signature.
Arch
Arch, a modern platform for tracking private markets investments, today announced a 1099 integration with Schwab Advisor Services that pulls mutual client data into the Arch platform. The integration expands Arch’s tax capabilities beyond K-1s, providing a complete tax view for its client base of ultra-high-net-worth investors, single- and multi-family offices and registered investment advisors (RIAs).
By integrating with custodial platforms such as Schwab Advisor Services, Arch is making tax management across alternative investments and traditional brokerage accounts equally turnkey, scalable and more efficient for the nearly 500 allocators and wealth management firms on its platform. The integration streamlines coordination among investors, advisors and accountants, allowing them to securely access tax documents in one place. This reduces time spent chasing paperwork across systems, improving data accuracy and overall tax-filing readiness.
Trusted by seven of the top 20 accounting firms, including RSM US LLP, and leveraged by thousands of other tax accountants, Arch delivers an end-to-end tax solution that strengthens back-office efficiency by eliminating manual uploads, reducing versioning errors and creating a clear audit trail for compliance and reporting. In addition to automatically collecting K-1s from fund managers and 1099s from custodians, Arch extracts and validates key metadata to ensure accurate organization and maintains a digital repository that provides a complete view of both anticipated and received forms. Users receive daily digest emails summarizing updates, while the platform proactively tracks missing documents in real-time and automates reminders.
AssetMark
AssetMark Financial Holdings, Inc. today announced its intention to acquire Efficient Advisors, LLC, an asset management platform with $3 billion in client assets, from its current owners, Fiduciary Services Group (FSG). The acquisition reaffirms AssetMark’s long-term focus, deepening its reach within the RIA channel, while unlocking significant expansion opportunities.
The acquisition provides Efficient Advisors access to AssetMark’s comprehensive wealth management platform, featuring industry-leading service, advanced advisor technology, tailored business consulting, and a carefully curated lineup of investment strategists. In turn, AssetMark welcomes a well-established advisor network with deep, long-term client relationships. This enhances the company’s scale and channel reach while equipping advisors with the tools, resources, and support they need to accelerate growth, deliver greater value, and expand the range of services and capabilities available to their clients.
Efficient Advisors is currently owned by FSG, the parent company of PCS Retirement, a valued service provider within the AssetMark Retirement Services. PCS offers tailored services to meet the evolving needs of the retirement market.
Envestnet
To address the growing demand and interest in alternative investments, Envestnet announced the launch of professionally managed model portfolios featuring interval funds on its WealthTech platform. The launch marks a significant milestone in Envestnet’s mission to broaden seamless advisor access to alternative investments. Available through Envestnet’s Strategist UMA (unified managed account) and Fund Strategist programs, these new offerings deliver institutional-grade solutions at scale to advisors and their clients.
Envestnet is launching two models from Franklin Templeton and BlackRock in 2025, with additional models from Fidelity Investments and State Street targeted to be available in 2026.
To enable LTW fund capabilities, wealth management firms must sign an agreement with Envestnet. For more information about new Interval Fund availability on Envestnet’s platform, please contact your Envestnet representative.
FINNY AI
FINNY AI Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced a strategic partnership with Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $22 billion in assets under advisement (AUA).
As part of its commitment to equip advisors with cutting-edge tools that enhance growth and client acquisition, Integrated has selected FINNY as a partner to bring AI-driven prospecting capabilities to its network of over 220 advisors, 250+ CPAs and 116 regional offices. FINNY’s advanced data intelligence and automation will enable Integrated’s advisors to identify and engage high-intent prospects, personalize outreach and scale growth more efficiently. The partnership reflects Integrated’s strategy to align with leading technology firms that strengthen its advisor ecosystem, while underscoring FINNY’s expanding role as the go-to prospecting platform for the RIA community.
FINNY has also added two leading marketing executives to its advisory board, both bringing decades of experience in wealth management marketing and advisor growth. John Wernz, partner and strategic advisor at Mission Wealth, is a seasoned growth and marketing executive with more than 20 years of experience, including 13 years as chief marketing and growth officer at Wealth Enhancement Group. Justin Barish, chief marketing and digital officer at Lido Advisors, joins with over 15 years of experience, including leading digital marketing at Cerity Partners. Together, they will guide FINNY in refining product-market fit, aligning platform features with advisors’ growth needs and ensuring scalability for both individual advisors and multi-billion-dollar RIAs – all while shaping strategies for brand positioning and adoption.
Hexure
Hexure, the leader in digital sales solutions for the insurance and financial services industry, today announced the next generation of its flagship Hexure ForeSight Enterprise Sales Illustrations platform. Built for speed, scalability, and flexibility, ForeSight revolutionizes the way carriers create and deliver illustrations, setting a new benchmark for life and annuity illustrations. It empowers insurance carriers to operate with efficiency and agility, delivering compelling, compliant illustration output in a rapidly evolving market.
In today’s competitive landscape, speed to market is everything. Hexure ForeSight eliminates delays with self-service administration, product cloning, and instant branding tools, so carriers can launch new products and make updates faster. Sales desks and advisors can generate multiple product illustrations from a single input, enabling complex scenarios and cross-selling opportunities in minutes.
Libretto
Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth planning and investment software, today announced that it has been selected by Indivisible Partners, a privately held independent advisory firm dedicated to advancing the success of elite advisors.
Through this partnership, Libretto’s total wealth planning capabilities will be fully integrated into the Indivisible Wealth Platform, enhancing Indivisible’s ability to equip advisors with sophisticated, scalable advice tools that sustain meaningful client relationships.
Indivisible Partners, a fast-growing RIA platform intentionally designed for scale and advisor empowerment, launched earlier this year and was founded by a team of industry veterans including John Thiel. Indivisible selected Libretto to power the financial planning experience within its wealth platform, giving advisors access to integrated tools for delivering highly tailored, sophisticated advice to clients of every complexity.
Morgan Stanley
Morgan Stanley today announced it has entered into an agreement to acquire leading private shares platform, EquityZen. The acquisition enhances Morgan Stanley’s distinctive private markets ecosystem that provides a full suite of services to private companies and their shareholders, including cap table solutions, tender and liquidity programs, direct and co-investment opportunities, and secondary trading. EquityZen’s issuer-aligned model will support the Firm’s efforts to deepen relationships with private companies. This will provide Morgan Stanley at Work participants access to additional liquidity options as well as increase access to private shares for Morgan Stanley’s Wealth clients.
The integrated offering will have the issuer at the center of the decision-making, allowing them to have full discretion over when and how their shares trade. EquityZen will serve as a powerful benefit for issuers and their employees, providing streamlined operational processing that is powered by the direct integration with the cap table solution provided by Morgan Stanley.
Since 2013, EquityZen has committed to expanded access to the private markets by connecting retail investors with private company shares. It has over 800,000 registered users and has processed over 49,000 transactions across more than 450 private companies since inception through its scalable, purpose-built technology and infrastructure.
OnBord
OnBord, a secure digital client onboarding and advisor transition platform, today announced Elevation Point, a growth accelerator and minority stake partner for independent advisors and breakaway firms, has begun utilizing OnBord to strengthen and speed up advisor transitions and client onboarding.
The partnership between Elevation Point and OnBord addresses one of the most critical challenges facing advisors transitioning to independence: maintaining client relationships while efficiently managing the complex data collection and account opening processes. OnBord’s platform automates client onboarding by sending secure links, allowing clients to complete required documentation at their convenience while automated reminders ensure timely completion. Firms using OnBord have seen a reduction in transition time with some completing these transitions in as little as 30 days.
OnBord maintains the highest security standards by transmitting all client data directly to integrated client relationship management (CRM) systems signing platforms without storing information in its own database, while automating compliance with SEC and FINRA requirements. The platform helps advisors navigate successful transitions while maintaining client relationships and building stronger, more profitable practices.
Orion
Orion today announced Orion Denali AI, the new enterprise intelligence platform powering its AI-first ecosystem and transforming how advisors and executives turn data into action. Built to connect every system and workflow across Orion and its flexible, open ecosystem, Orion Denali AI delivers real-time, enterprise-grade intelligence that helps advisors move faster, personalize deeper, and grow smarter — all while maintaining the transparency and control firms expect from Orion.
Faster speed to advice: Advisors can ask questions in plain English — such as “Which clients are behind on their goals?” or “Show me households with concentrated stock positions.” Orion Denali AI delivers clear, data-backed insights in seconds, allowing firms to move from analysis to advisor review, action, and approval with greater speed and confidence.
Increased advisor capacity: Orion Denali AI can be utilized to automatically surface suggested next-best actions for advisor review and identify clients or prospects who may need proactive outreach — such as those nearing RMD deadlines or showing new account activity. The platform generates AI-assisted messages with relevant context and creates tailored meeting agendas, reducing administrative tasks and expanding advisor capacity for higher-value client engagement.
Ren
Great Hill Partners (“Great Hill”), a private equity firm that invests in high-growth, disruptive companies, today announced a strategic growth investment in Ren, Inc. (“Ren” or the “Company”), the leading provider of donor-advised fund (DAF) technology and philanthropic solutions. The investment will enable Ren to accelerate its product roadmap, scale its operations, and further expand its reach across financial advisors, wealth management firms, and philanthropic institutions. Financial terms of the transaction were not disclosed.
Ren powers more than 150 DAF programs nationwide, supporting over $175 billion in charitable funding, representing roughly half of all U.S. donor-advised fund assets. Each year, Ren’s platform facilitates billions of dollars in charitable giving to hundreds of thousands of nonprofit organizations. With nearly 40 years of experience, Ren’s modern platform streamlines complex workflows, strengthens donor engagement, and delivers seamless integration across financial services and philanthropic channels.
Ren’s existing leadership team, including CEO Joe Fisher, will continue to lead the Company. Great Hill will partner closely with management and existing board members, to build on Ren’s momentum and advance its mission of making philanthropy more accessible, intelligent, and impactful.
Saphyre
Saphyre, the leading AI-powered fintech platform that automates pre-trade onboarding processes and post-trade data management, announced today the addition of Jason Strofs as Senior Relationship Manager.
With more than 25 years of experience at BlackRock, including roles as Managing Director, Deputy Global Head of Securities Lending and Global Head of Product & Business Strategy for Securities Lending, Strofs brings a proven track record of cultivating institutional relationships and delivering data-driven innovation to the securities finance ecosystem.
At Saphyre, Strofs will work closely with the company’s leadership team to deepen relationships across brokers, custodians, and asset managers, helping clients leverage Saphyre’s intelligent infrastructure to achieve faster Ready-To-Trade statuses, reduce operational risk, and enhance settlement efficiency.
SS&C
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) unveiled a suite of next-generation solutions at its annual SS&C Deliver 2025 conference. Nearly 1,200 leaders from the financial services and healthcare industries gathered in Phoenix, Arizona, to explore how SS&C is reimagining operations through AI, intelligent automation, and data-driven platforms.
This year’s conference marked a pivotal moment for SS&C as it showcased new innovations and welcomed SS&C Calastone, the recently acquired global funds network, into the SS&C family. The acquisition expands SS&C’s position as the world’s most connected financial technology provider, linking fund managers, distributors and investors across more than 35 markets.
The conference opened with a thought-provoking keynote discussion between Bill Stone and Victor Haghani, founder of Elm Wealth and pioneer of Dynamic Index Investing®. The conversation explored how data, discipline, and decision science are transforming the way organizations operate and invest. The dialogue underscored how the lessons of the past decade are shaping a more resilient, intelligence-driven future. These themes carried through the conference as SS&C unveiled new technologies designed to turn insight into action and innovation into measurable outcomes.
Templum
Alpha One Asset Management LLC, (“Alpha One”) a wholly-owned subsidiary of Wedbush Financial Services LLC, and Templum, the infrastructure powering the future of private markets, announce that Alpha One has selected Templum to power private markets investing for its entire firm. The move supports private markets interest and growth for family office and wealth management channels while establishing a new self-directed channel for Wedbush’s Alpha One Global Family Office.
Alpha One has selected Templum as the single provider to establish private market investing for its platforms. Once deployed, Wedbush’s Alpha One will offer a single, seamless platform for clients to invest across public and private markets.
Alpha One will use Templum’s technology infrastructure and workflows, streamlining end-to-end private market transactions. Additional features include reporting dashboards and a curated alternative product marketplace. Templum will provide full broker-dealer and operational support from pre-trade to settlement, post-trade, and secondary trading. The white label and API deployment makes it easy to quickly onboard clients and add future investment opportunities in real time.
TIFIN
TIFIN Give, the first donor-advised fund (DAF) platform designed for growth, today announced the launch of Louise, an AI platform built to simplify, personalize, and enhance the giving experience for donors. Named after the “mother of philanthropy”, Louise Carnegie quietly ensured that Andrew Carnegie’s vast fortune continued to serve education, culture, and peace long after his passing, making her a financial steward of one of the greatest philanthropic legacies in history.
Using a conversational AI experience, donors using Give gain a more intuitive and engaging way to explore their philanthropic interests, learn about charitable causes, and take action directly within the platform. The platform leverages generative AI to provide grounded answers, relevant resources, and actionable recommendations tailored to each client’s unique profile.
Louise goes beyond surface-level search to surface charities based on a donor’s past giving history, stated philanthropic interests, family member giving activity, geographical location, mission statements, and much more.
Uptiq.ai
Uptiq.ai, the leader in AI infrastructure for financial services, today announced that it has raised $12 million in a new funding round led by Silverton Partners. Live Oak Venture Partners, Tau Ventures, First Capital and Green Visor Capital participated in the round.
The new capital will be used to drive large-scale adoption of Uptiq Qore — the company’s next-generation AI infrastructure platform — and make it accessible to financial institutions of all sizes. Uptiq plans to scale its distribution network, expand integration partnerships, and accelerate go-to-market programs that bring Qore to the mainstream of the financial services ecosystem.
Uptiq.ai has been quietly developing what industry leaders are calling the “The AI Platform for financial services.” Its flagship platform, Uptiq Qore, provides the intelligent foundation that allows institutions to build, orchestrate, and scale AI-powered financial applications through simple prompts — reducing development time from months to weeks while maintaining enterprise-grade governance and compliance.
Vestmark
Vestmark, Inc., a leading provider of wealth management software and services, today announced a distribution partnership with Capital Group, one of the world’s largest and most experienced active asset managers. Registered investment advisors (RIAs) will be able to access a flexible and customizable platform of Capital Group model portfolios, available through their preferred custodian.
Capital Group’s suite of ETF, mutual fund and SMA model solutions will now be available with Vestmark’s tax-overlay, implementation and trading services, accessible to independent advisors seeking to scale, enhance efficiency, and personalize their client services.
Vestmark supports six of the industry’s 10 largest managed account platforms, with $1.9 trillion in assets flowing through its platform. More than 65,000 advisors supported by Vestmark technology have access to a model marketplace with more than 1,600 strategies.
Wealth.com
Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a new direct integration with Advyzon, the all-in-one wealth management platform trusted by more than 2,400 financial advisors nationwide. This collaboration will simplify how advisors using Advyzon incorporate estate planning into their daily workflows. Through this integration, client and portfolio data flow directly from Advyzon into Wealth.com, enabling advisors to create and maintain accurate, up-to-date estate plans without duplicating work or managing disconnected systems.
Built to streamline advisor workflows, this integration gives financial advisors a faster, more connected way to deliver truly comprehensive planning experiences. It will allow joint customers of Advyzon and Wealth.com to eliminate manual data entry, reduce errors and ensure that estate plans reflect real-time client information. For clients, this means more complete, current plans and a seamless experience that connects their investments, goals and legacy in one ecosystem. For the broader wealth management industry, it marks another step toward true interoperability—where advisors can bring together financial planning, portfolio management and estate planning in one seamless workflow.
Advisors who are users of Advyzon or Auria and Wealth.com platforms can utilize the tools and resources directly within their existing tech stack, for no additional cost. The integration is currently available in beta with a select group of firms, with broader availability expected later this quarter. By linking portfolio management, financial and estate planning workflows, this integration enables advisors to work more efficiently, engage clients more effectively and focus on strategic planning rather than time-consuming manual tasks.
Wealthbox
Wealthbox, the highest-rated CRM software for financial advisors, today announces its AI Notetaker is now available, following a successful pilot program. This marks the debut of the first advisor-focused meeting assistant natively embedded within an industry-leading CRM, enabling financial advisors to prepare, document, and follow up on client meetings—all without ever leaving Wealthbox.
Purpose-built for the workflows of modern advisory firms and uniquely fused within Wealthbox’s CRM components, the Wealthbox AI Notetaker brings the power of artificial intelligence directly into daily operations, helping advisors save time, improve documentation accuracy, and strengthen client relationships.
Unlike third-party note-taking tools that require users to toggle between platforms, the Wealthbox AI Notetaker is built directly into the CRM. Every transcript, note, and follow-up task stays securely connected to client records, streamlining compliance and enhancing productivity. This seamless addition reinforces Wealthbox’s reputation as the modern CRM for financial advisors, combining simplicity with innovation.
