“That’s what I do: I drink and I know things.” – Tyrion Lannister, A Game of Thrones.
Welcome to another Advisor Tech Talk, where things have slowed a little bit since the conference-related flurry of wealth management technology-related news releases from earlier this month—but we still have plenty to talk about.
Don’t worry, we’re not going to eviscerate your LinkedIn content this time around, we promise.
You may now be wondering what the TV-show quote from our favorite George R.R. Martin character has to do with financial advisors and technology. Well, Tyrian Lannister’s statement, “I drink and I know things,” came as ascended to the position of “Hand of the Queen,” basically, the COO and chief advisor for a monarch’s domain. The premier. The grand vizier.
The character sees himself as the ultimate knowledge worker. In fact, any knowledge worker’s real role can be boiled down to something similar to Tyrion’s statement: “I (blank) and I know things.”
I am a writer and an editor. I write and I know things. Most knowledge workers these days actually combine some form of communication or information parsing skill with domain knowledge—for example, most financial advisors talk and know things. The technical knowledge to manage the finances of a person and entity is only part of the bargain—advisors and human knowledge workers have to be communicators, too.
That communication is the “relationship” part of these professions we keep clinging to like a life preserver we all hope will save us from the rough seas of technology. Relationship skills are really communication skills.
We’ve been pretty nonchalant about technology’s ability to displace us, to this point, because though technology has been pretty competent at the technical skills and retaining the domain knowledge our professions require, it’s been nowhere when it comes to communicating effectively with people, establishing relationships, and maintaining and building those relationships over time.
Knowledge workers have to use all of those skills to help bring people to the right decisions—that is where their ultimate value lies.
But today, our technology is becoming as good, if not better, at maintaining relationships and communicating information to people at the right time, in ways they can and will use it.
And technology is going to do it cheaper and more dependably than we can.
If your job is like ours, and can be summed up with something like “I write and I know things,” it might be time to update that resume. Maybe even cultivate some new skills.
Let’s get to our headlines…
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Addepar
LGT Wealth Management UK has selected Addepar, a global data and AI platform, to support its front-office and client service teams, underscoring its commitment to responsible, long-term wealth management across the UK.
Addepar will provide LGT Wealth Management UK with a flexible, integrated data foundation that supports clear, tailored client reporting and a consistently high standard of personalised service. Designed to integrate with LGT’s existing systems and workflows, the platform enables the firm to enhance how it delivers services and better support evolving client needs as portfolios grow in scope and complexity, including multi-currency holdings, cross-border investments and exposure to private markets.
Through the adoption of Addepar, LGT Wealth Management UK is equipping its front office with enhanced tools designed to support meaningful client conversations and informed decision-making. Wealth managers are able to draw on an enhanced consolidated, client-ready view of portfolios across asset classes, enabling transparent discussion around performance, risk and long-term objectives.
Amplify Technology
Amplify Technology, LLC (“Amplify”), the AI-native RIA growth platform built on data lake architecture, today announced the appointment of Jason Rowley to President and Kimberly Hill to Chief Revenue Officer, strengthening the firm’s leadership team as it continues to rapidly scale and position for the next phase of growth.
Rowley, previously Amplify’s Chief of Staff and general counsel, will lead the firm’s day-to-day operations with a focus on execution, client delivery and organizational alignment. Hill, who previously served as the firm’s Chief Financial Officer, will expand her role to lead revenue strategy, including sales and new client acquisition, building on her track record of driving growth and strengthening client relationships across the platform. Vickie Lewin, who has been instrumental in building Amplify’s early client relationships as Chief Growth Officer, will step back from her position and serve in a consulting capacity with the firm.
A seasoned operator with deep experience leading high-growth, complex organizations, Rowley has played a key role in shaping Amplify’s operating model and supporting its growth trajectory over the last year. He brings a strong background in aligning teams, scaling operations and delivering consistent outcomes for clients. In his new role as President, Rowley will focus on ensuring the organization continues to execute effectively while evolving to meet the demands of a growing client base.
Bank of America
Bank of America’s Wealth Management businesses, Merrill Wealth Management and Bank of America Private Bank, today announced the full-scale rollout of AI‑Powered Meeting Journey, an integrated solution that helps optimize how advisors and their teams prepare for, conduct, and follow up on client meetings. The streamlined meeting experience enables advisors to redirect meaningful time toward strategic planning and deeper client engagement.
AI-Powered Meeting Journey core capabilities include Meeting Prep, allowing advisors to quickly searches and consolidates client relationship insights and recent activity into ready‑to‑use prep materials to enable more personalized and productive client conversations; Meeting Summarization, with client consent, acts as an AI notetaker during virtual meetings, capturing discussion highlights and creating a shareable meeting summary; and Meeting Follow‑Up summarizes meeting decisions and next steps based on meeting notes, generating tasks and documentation.
Concorde Investment Services
Concorde Investment Services, a leading independent broker-dealer and registered investment advisor serving financial advisors nationwide, announced today that DST.com, a newly launcx`hed platform designed to modernize how investors access Delaware statutory trust offerings, has joined the Concorde platform. The relationship also includes a business development platform intended to connect Concorde-affiliated advisors with qualified DST and 1031 exchange investors.
Founded in 2026, DST.com was built around a cleaner, more trusted process for reviewing offerings, exploring current inventory online, and engaging with financial professionals on the investor’s terms. By combining technology, transparency and a professional investor experience, DST.com aims to reduce friction in a part of the market that has often relied on fragmented information and outdated access models.
For Concorde advisors, the arrangement introduces a business development platform beginning with an initial beta group, designed to support engagement with qualified investors seeking DST and 1031 exchange solutions. The model is structured for long-term expansion as the platform develops.
Envestnet
Envestnet, the leading Adaptive WealthTech company, has introduced new enhancements to its Tamarac platform, focused on improving trading transparency, accelerating account management, enhancing reporting flexibility, and modernizing the client portal experience for registered investment advisors (RIAs). This release is part of Envestnet’s first quarterly technology release of 2026 and introduces expanded trading oversight capabilities, selective sync functionality, improved account search tools, a refreshed billing user interface, new grouping options in Report Studio and a redesigned mobile client experience.
In addition to the webinar, Envestnet is hosting a set of roadshows designed to bring Tamarac RIA clients together for strategic insights and peer-driven best practices. Space is limited, so reserve your seat today and join us in a city near you: Atlanta (April 9), Cleveland (April 14), Denver (April 21), San Francisco (April 30), and Boston (May 4).
Envestnet Tamarac provides the integrated technology platform that independent financial advisors and RIAs rely on to deliver an end-to-end wealth management experience. The platform offers administration, billing, client portal, client relationship management (CRM), proposal, reporting, trading, and unified managed account (UMA) services.
Eton Solutions
Shade Tree Advisors, a multi-family office serving high-net-worth families, is working with EtonAI™ by Eton Solutions to significantly streamline its operations. Eton Solutions’ wealth management platform supports more than $1.4 trillion in assets for over 1000 of the world’s wealthiest families. By integrating the company’s artificial intelligence into its core workflows, Shade Tree has streamlined the work required to handle thousands of documents, cutting processing time by 80% while maintaining accuracy rates over 97%. The firm reports saving hundreds of hours annually, which it is now reallocating to client service and financial planning.
Since family offices like Shade Tree manage diverse, complex assets across traditional and alternative investments (private equity, real estate, hedge funds), reporting formats rarely follow the same structure. This means that each month, skilled professionals spend their days on labor-intensive manual tasks, such as standardizing financial data from hundreds to thousands of documents, including custodian statements, tax filings and credit card records. Handled manually, this classification, extraction and reconciliation work takes time that could be spent on high-value advisory work that actually moves the needle for families.
For firms like Shade Tree, this productivity gain translates directly into more capacity for the work that matters, including assessing investment decisions and building the kind of trust with clients that sustains long-term relationships.
iCapital
iCapital1, the global fintech company shaping the future of investing, and Aladdin Wealth, BlackRock’s proprietary technology platform for the wealth management industry, today announced a new technology partnership to integrate iCapital’s alternative investments technology platform with Aladdin Wealth.
This marks the first time advisors on the Aladdin Wealth platform can access a fully integrated experience across Aladdin Wealth and iCapital, enabling them to navigate the entire alternative investment lifecycle within a single workflow. With this integration, advisors will be able to discover alternative offerings on their firm’s product shelf, initiate subscriptions and redemptions, and track status updates alongside portfolio analytics. Advisors will benefit from a more streamlined experience that enables them to build, implement, and monitor portfolios more effectively across the whole portfolio, including public and private markets.
This partnership builds on the broader strategic relationship between iCapital and BlackRock, including BlackRock’s 2025 launch of a first-of-its-kind customizable public-private model portfolio within a Unified Managed Account (UMA), supported by iCapital’s technology. Together, the firms continue to focus on improving advisor workflows through scalable technology and deeper integration across public and private markets.
Jump
Jump, the leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced the launch of AI Associate, a powerful agent built for advisors that enables firms to take action across their workflows – whether directly within Jump or integrated into their broader enterprise environment. The launch builds on Jump’s recently introduced AI Operating System structure – Meet, Grow and Operate – extending the platform from intelligence and automation into coordinated, real-time action.
AI Associate introduces an execution layer to Jump’s conversational interface, allowing advisors not only to surface insights from meetings, documents and systems, but to act on them in real time. Embedded across Jump’s unified data, integration and agentic AI orchestration foundation, AI Associate functions as a digital teammate that works across CRM systems, email, financial planning tools and more.
AI Associate enables advisors to move seamlessly from “ask and understand” to “ask, decide and do” within a single interface, reducing the need to switch between systems or manually complete administrative work.
Mangrove Technologies
Mangrove Technologies today announced the launch of Mangrove®, an AI-enabled wealthtech ecosystem designed for digital assets.
Last week the SEC approved Nasdaq’s proposal to permit trading of tokenized securities — a landslide milestone for the industry. Additionally, many large financial institutions now allow digital assets to be used as collateral, demonstrating the maturation of the technology and the demand for a more efficient and transparent financial system.
Mangrove is building a trusted wealthtech ecosystem where investors, advisors, institutions, developers and AI agents can participate together in the future of finance.
Schwab
To give teens hands-on investing experience, Charles Schwab today announced the new Schwab Teen Investor™ account, a joint brokerage account for young people ages 13 to 17 and their parent or legal guardian.
With the Schwab Teen Investor account, teens get access to a range of investment products, financial education tailored to their needs, and 24/7 support from Schwab professionals. Teens who complete an online education course within 45 days of opening the account will receive $50 in fractional shares to help them get started.1 A joint account structure allows parents to monitor and engage as needed as their teens invest.
Schwab research shows that teens are eager to start investing, and parents are just as enthusiastic. According to a recent Schwab survey, 70% of teens are very or extremely interested in investing, and 73% of parents believe it is very important for teens to learn about investing. For parents, the desire for their teens to learn about investing is about teaching financial responsibility (69%), giving them a financial head start (65%), and ensuring they learn important financial concepts like growing wealth over time (64%).2
SMArtX Advisory Solutions
SMArtX Advisory Solutions (“SMArtX”), a leading provider of managed account technology, today announced a strategic integration with Milemarker, a specialist in custom advisor dashboards. The collaboration turns SMArtX’s sleeve-level data into actionable insights, enabling advisory firms to deliver smarter, faster, and more personalized client experiences at scale.
Through the integration, Milemarker transforms SMArtX’s standardized data into custom dashboards and workflows. Advisors gain real-time insights to help optimize portfolios, make faster decisions, and tailor client interactions within their firm’s own digital ecosystem. Integrations that once took weeks can now be completed in days, accelerating time-to-value for both firms and clients.
By connecting SMArtX’s robust data with Milemarker’s digital experience capabilities, firms gain a seamless, data-driven advisor ecosystem, turning complex information into a lasting competitive advantage.
WealthHawk
WealthHawk, a money-in-motion intelligence platform built for financial advisors, today announced it has been accepted into the Financial Services Institute’s (FSI) CoveredAdvisor Affinity Benefits Program. Through the partnership, FSI members will receive exclusive access to WealthHawk’s event-driven prospecting platform at a discounted rate, putting verified wealth-transition intelligence directly in the hands of more than 30,000 independent advisors.
The CoveredAdvisor Affinity Benefits Program gives FSI members exclusive savings on solutions designed to support independent financial professionals across insurance, fintech, marketing, and operations. WealthHawk joins this curated marketplace as its money-in-motion intelligence offering, helping advisors identify households experiencing life events like inheritance, business sales, and retirement, moments when financial relationships are most likely to change.
WealthHawk surfaces verified wealth-formation and transition events, pairing each signal with context surrounding the life event and enriching it through multiple data sources, giving advisors the insight they need to engage personally rather than prospect blindly.
WealthReach
WealthReach, an organic growth platform built for registered investment advisors (RIAs) and wealth management firms, today announced the launch of Attract, the industry’s first AI-powered search engine optimization (SEO) and answer engine optimization (AEO) agent designed specifically for financial advisors.
As search behavior evolves with platforms like Google and AI-driven answer engines such as ChatGPT, Perplexity and Gemini, financial advisory firms need content that is specific, relevant and continuously optimized around the questions their ideal clients are actively asking.
Attract is the second piece of WealthReach’s organic growth engine aimed at helping firms drive more ideal clients to their site. Attract continuously analyzes a firm’s website, monitors local search behavior and trending topics, identifies content gaps and evaluates thousands of data points in real time. From there, it drafts SEO- and AEO-optimized landing pages—including locally targeted pages aligned to the services and questions prospects are searching for. It also refreshes existing content as rankings evolve, and surfaces new opportunities to help firms stay visible and competitive.
