People! It is so good to be back!
Welcome to a full, complete, hand-written, fresher-than-the-fish-we-were-eating-last-week Advisor Tech Talk, the first one of its kind for June and the last of its kind for Spring 2026. Normally, coming back from vacation and truncated, somewhat canned columns, we dive into a rundown of as much of the recent research and survey data as possible, look into some of the goings on in the greater wealth management industry.
You, dear reader, were not going to get much of our opinion on the news this week, in other words, even if we didn’t have some ridiculously huge headlines dropped on us from the likes of Janus Henderson, which is announcing a partnership with Anthropic. Also announcing an Anthropic Partnership is Rockefeller Capital Management. We have more weighty announcements from FINNY, DeepVest, and Trust & Will.
Once again, artificial intelligence is the common thread weaving its way through most of our news items, big and small, and so that’s where we’ll keep our focus for now.
We did have a bit of research from ObjectWay, which argued that innovation alone will not differentiate winners from losers in the financial services industry. Instead, the best firms will be the ones who already have the ability to scale innovation, the Milan-based fintech provider said this week as it reported the results of a global survey of senior professionals at wealth managers, asset managers and banks. That survey surfaced a strong correlation between the ability to scale in a sequential, coherent manner and the ability to realize operational and financial gains. These, according to ObjectWay, are the firms already seeing the benefits of implementing AI.
Okay, so here’s where we’ll come in with our opinion. We’ve already said that AI is probably not going to put wealth managers out of business any time soon. Wealth managers who use AI will put wealth managers who don’t use AI out of business—and they probably already are. What ObjectWay’s analysis says to us is that the competition is going to be between the firms willing to work and innovate with artificial intelligence.
We think back to grade school and those crucial years late in grammar school and early in middle school where kids were being differentiate by their skills in reading, mathematics, social behavior and general learning. That mid-childhood sorting correlated with our outcomes as adults—who finished high school. Who made it into good colleges. Who ended up with advanced degrees. Who built careers instead of stringing jobs along. Who started families. Who avoided crime and incarceration. Who avoided illness and addiction. Who survived their 20s and 30s.
Think of it—all of those outcomes linked to (but not necessarily caused by) choices made, mostly by educators, administrators and parents, at an age when those most impacted could not really understand the great sorting that was happening, let alone the long-term consequence of decisions being made on their behalf.
Maybe, in wealth management, that kind of great sorting has already occurred—the firms who built great tech stacks, who managed their data in accordance with best practices, all the wealth managers who got their technological acts together before this great AI wave came sweeping down upon us—those are the ones who will survive the next hard times.
Maybe that great sorting happened years ago, and few, if any, of us could recognize it was happening.
Let’s get to your headlines.
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Abbove
Belgian WealthTech Abbove announces the deployment of its wealth planning platform at ING Belgium. The bank is making a new digital wealth planning experience, ING Financial Compass, available to its Personal Banking and Private Banking clients, built on Abbove technology and specially adapted to its advisory model.
This collaboration marks a new step in Abbove’s development among European financial institutions and reflects how the expectations of banks and their clients are shifting towards a more global approach to wealth guidance.
While ING Financial Compass is built on Abbove’s technological foundation, the solution has been configured to meet the specific needs of ING Belgium, its advisors and its clients.
Allocate
Allocate, the private markets operating system for wealth advisory firms and fund managers, today announced an expanded partnership with Dynasty Financial Partners, one of the largest platforms serving independent RIAs with $125 billion in assets under administration as of Q4 2025. Under the agreement, Allocate will serve as a preferred partner for white-label private markets solutions for Dynasty and its network of RIAs, with Allocate technology and custom fund services powering many of Dynasty’s private market opportunities.
The expanded partnership represents an evolution of the relationship that began in 2022 and reflects a shared conviction that the right combination of investment solutions, elevated advisor and client experience, and dedicated service – not just deal access – is what enables RIAs to build and manage private markets programs responsibly and at scale.
The partnership is structured for the long term, with Allocate and Dynasty collaborating to build solutions and workflows that enhance the advisor and client experience to access private markets.
Amplify Platform
VanEck today announced that a suite of its ETF model portfolios is now available through Amplify Platform, the AI-native growth platform purpose-built for financial advisors and enterprise firms building a signature experience. The partnership marks VanEck’s first model portfolio integration with the Amplify platform and more evidence of Amplify’s continuing commitment to deliver institutional-quality investment solutions to its advisor community.
Built on an open-architecture framework that includes both VanEck and third-party ETFs, the portfolios are designed to deliver broad, diversified exposure while giving advisors flexibility to align allocations to varying client objectives and risk profiles. The models are managed by VanEck’s Multi-Asset Solutions (MAS) team, led by David Schassler, Head of Multi-Asset Solutions and Portfolio Manager, whose data-driven approach underpins the firm’s asset allocation strategies and model portfolio construction.
APRIL
APRIL announces the launch of its APRIL Moto application within OpenAI’s ChatGPT, becoming one of the first insurance providers to offer access to a personalised insurance quote directly through a conversation with artificial intelligence.
This innovation marks a new chapter in insurance distribution. Users can now obtain a personalised insurance quote simply by interacting with ChatGPT, without having to complete complex forms or follow a traditional purchasing journey.
The APRIL Moto application engages users in a conversation, gathers details about their vehicle, personal circumstances, and cover needs, then connects in real time to APRIL Moto’s pricing engines to generate a personalised quote tailored to their individual requirements. Users can then continue their journey and complete their purchase in just a few clicks.
Bloomberg
Bloomberg and DirectBooks today announced a collaboration that brings automated primary bond market workflows to shared clients, expanding Bloomberg’s primary markets solution, and enabling market participants to manage order and allocations messages with greater speed and accuracy.
The workflow is now live, and supports order, allocations and final pricing messages.
The new collaboration brings together DirectBooks and TSOX, Bloomberg’s fixed income focused execution management offering within the Bloomberg EMS, and supports an innovative and integrated workflow for the primary market, delivering electronic workflows and straight-through processing (STP) to institutional investors. The primary markets are where new bonds are issued by borrowers and distributed to investors through underwriters who help ensure the bond is successfully priced, sold and distributed.
d1g1t
d1g1t, a leading enterprise wealthtech provider, today announced that Goodreid Investment Counsel, a boutique investment management firm focused primarily on the needs of high-net-worth investors and institutions, has deployed d1g1t’s institutional-grade wealth management platform to fuel its next phase of business growth and deliver a more connected digital experience to its clients.
Goodreid Investment Counsel, a Toronto-based private, employee-owned investment management firm with approximately $900 million CAD in assets under management, made the move to d1g1t after using its previous platform for a decade. The firm required a platform that could support greater operational efficiency, portfolio management capabilities, and client-facing digital tools aligned with the expectations of high-net-worth families, individual investors, and institutions.
With d1g1t, Goodreid is using an integrated platform powered by advanced analytics for portfolio management, trading and rebalancing, performance reporting, and client engagement. The intuitive, white labelled investor portal and native mobile app (Android/iOS) empower clients to self-serve, and securely collaborate with their advisor, improving their overall experience while reducing operational overhead. The deployment gives Goodreid the infrastructure to manage diversified portfolios, improve internal workflows, and provide clients with secure access to timely investment information.
DataDasher
DataDasher AI, an artificial intelligence platform built for financial advisors, today announced that wealth management executive Kevin Beard has joined its advisory board and made a significant investment in the wealthtech company.
Beard brings more than 30 years of experience across advisor recruiting, enterprise growth strategy, and broker-dealer leadership. He co-founded Atria Wealth Solutions.
DataDasher helps advisory firms automate meeting preparation, client summaries, and follow-up workflows while surfacing relevant client insights across their existing systems. The platform integrates with Redtail, Orion and Bento Engine, giving advisors a centralized workflow layer across meetings, notes and follow-up. It is SOC 2-certified.
DeepVest
DeepVest, an AI-powered investment platform that enables CIO-level portfolio personalization for financial advisors, today announced the launch of its Firm-Level Governance Framework, a new enterprise governance layer that allows chief investment officers (CIOs), investment committees and compliance teams to define and control how AI agents operate across their organizations.
This new framework enables firms to establish approved data sources, investment policies, approval workflows and output constraints that govern AI-generated analysis and recommendations. Investment teams can define how AI behaves before analysis is generated, ensuring outputs across research, portfolio analysis and client-facing recommendations remain aligned with firm-specific mandates.
Fresh off the launch of Advisor Hierarchy and Behavioral Investment Suitability Analysis, which allow advisors to deliver more personalized, context-aware analysis at scale, DeepVest continues to expand its AI-powered investment platform with capabilities designed to support both personalization and oversight. As firms increasingly look to integrate AI into investment workflows, the Firm-Level Governance Framework addresses a critical challenge: ensuring AI-generated insights remain aligned with firm policies, regulatory requirements and fiduciary obligations.
Destiny Wealth Partners
Destiny Wealth Partners and Destiny Family Office announced that Sean Beierly has joined the firm as Head of AI Products and Platform for Destiny Intelligence, the company’s newly formed artificial intelligence-focused entity designed to transform how wealth advisory firms leverage AI securely, compliantly, and at scale.
Beierly brings to this position nearly 30 years of technology leadership experience spanning enterprise infrastructure, data science, machine learning, and AI innovation. He joins Destiny after serving as a leader on Amazon’s AI innovation team, where he designed production AI agents and led global AI enablement initiatives focused on automating complex business workflows. Prior to Amazon, Beierly spent more than two decades at Cisco Systems, advancing through senior engineering, technical marketing, business intelligence, and data science roles.
Beierly will lead the development of AI systems and automation infrastructure designed to enhance advisor productivity, streamline operations, and unlock new capabilities across Destiny’s wealth management and family office ecosystem. His work will focus on connecting data systems, developing advisor “digital twins,” deploying client intelligence agents, and building the Destiny AI Operating System, a practitioner-built framework for advisory firms adopting agentic AI.
Envestnet
SUBSCRIBE, the global fintech company providing the leading enterprise operating system for alternative investments, and Envestnet, the leading Adaptive WealthTech company, today announced a strategic partnership that will enable advisors to incorporate investments made via SUBSCRIBE’s alternative investments platform within Envestnet’s Unified Managed Account (UMA) and Tamarac platforms. The initiative reflects a commitment from both firms to empower advisors with a fully connected, end-to-end alternatives experience.
Advisors can now combine investments made via SUBSCRIBE through Envestnet and enhance traditional investment UMAs with alternatives. Connecting SUBSCRIBE into advisor-traded sleeves will deliver an end-to-end workflow across portfolio construction, transactions, and post-trade reporting as alternative allocations are increased in wealth portfolios.
Advisors can incorporate alternative investments into portfolios on Envestnet’s platform, including assets traded outside the platform and incorporated into a UMA via the advisor‑traded sleeve or managed model—without requiring additional integration. The partnership with SUBSCRIBE will streamline the entire workflow from proposal-to-execution-to-reporting and give direct access to SUBSCRIBE’s Altscape® marketplace of alternative funds.
Feathery
Feathery, the AI data intake and workflow automation platform for wealth management, today announced Sequoia Financial Group has reduced custodial account opening times by 45% after implementing Feathery’s digital onboarding and workflow platform. Sequoia, a national registered investment advisor overseeing approximately $32 billion in assets as of March 31st, 2026, also cut Not-In-Good-Order (NIGO) submissions, helping advisors and operations teams spend less time correcting paperwork and more time serving clients.
These outcomes point to significant operational and client-experience improvements through the Feathery platform, with its AI-native infrastructure built to adapt to existing processes at firms. As RIAs continue to scale and many firms grapple with legacy onboarding systems that create friction for advisors and clients, common industry pain points that include manual paperwork, duplicate data entry and delayed account openings are exposing the risk of fragmented systems during key transition events.
Given the critical role onboarding plays in setting the tone for client relationships, firms face growing pressure to ensure household onboarding occurs as seamlessly as possible – making modernization essential to support scalable growth.
FINNY
FINNY Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced the launch of FINNY for Enterprise Teams, a new growth platform purpose-built for centralized marketing and business development teams at large wealth management firms. Mercer Global Advisors, (“Mercer Advisors”) recognized as the #1 independent fiduciary firm by Barron’s and the Best Overall firm for high-net-worth individuals by Wall Street Journal, served as the flagship enterprise user. Mercer Advisors is known for its consistent track record of attracting new families to its family office offering, and now utilizes a version of FINNY’s enterprise model that is built out with its own specific features and use cases.
FINNY for Enterprise Teams allows a focused, centralized team to manage personalized prospecting, outreach and lead routing on behalf of hundreds of advisors at once—bringing consistency, efficiency and scale to organic growth. Built on two years of FINNY’s work with thousands of individual advisors, the platform extends those learnings and capabilities to the enterprise, enabling firms to generate demand more effectively while preserving a highly personalized, local advisor experience.
Mercer Advisors engaged FINNY to support its dedicated prospecting outreach operating model and playbook through its broader centralized growth engine. What began as a pilot supporting a group of regional leaders has evolved into a rollout powering outreach to tens of thousands of prospective clients. The expansion reflects Mercer Advisors’ broader belief that more families should have access to fiduciary advice with unified and integrated wealth management designed to help them achieve long-term economic freedom. Mercer Advisors’ client development team identifies and thoughtfully matches prospective clients with advisors best suited to their needs, allowing advisors to stay focused on delivering high-quality, personalized advice.
GReminders
GReminders, a leading end-to-end meeting and automation management platform for financial advisors, today announces AI Meeting Scorecards. As wealth management firms face increasing pressure to maintain consistent advice quality while scaling operations, leaders are turning to automated conversation intelligence to capture data trapped inside daily client meetings.
Automated scorecards make training highly scalable by instantly auditing behavioral indicators – tracking whether advisors establish an upfront agenda, measuring talk-to-listen balance, and replacing subjective feedback with structured metrics tied to exact timestamps.
When leadership introduces high-margin service extensions like tax planning or insurance reviews, scorecards provide complete visibility by automatically scanning transcripts to confirm firm-priority initiatives are being actively presented and aggregating client objection patterns. Scorecards act as a systematic filter during introductory consultations – identifying assets, projecting first-year revenue against the firm’s fee schedule, and screening for behavioral traits that could over-consume back-office resources.
Janus Henderson
Janus Henderson, a leading global active asset manager, today announced it is building a suite of AI-native tools to transform how it invests for and serves its clients, with Percepta, a General Catalyst transformation company, building the infrastructure and Anthropic’s Claude serving as the AI model layer.
Janus Henderson manages nearly half a trillion dollars in assets for 75 million* clients worldwide, dedicating itself to helping clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. The firm’s view is that cutting-edge AI is most impactful when it enhances human expertise, empowering an even greater client-centric focus on investment and client service, which has differentiated Janus Henderson for over 92 years.
PRISM is a global client intelligence and engagement platform for Janus Henderson’s distribution teams. Powered by Claude, it helps client-facing teams prioritize the right outreach, draw on internal and third-party data to understand what clients hold and need, and prepare personalized client communications, bringing a single, consistent tool to sales and marketing teams across regions. LIBROS is an AI-native research management tool for Janus Henderson’s investment teams. Powered by Claude, it synthesizes the firm’s internal research alongside external research and public market data, helping analysts and portfolio managers surface relevant signals faster and spend more of their time on judgment and investment decisions.
RFG Advisory
RFG Advisory (“RFG”), an innovator in the wealth management industry dedicated to helping independent financial Advisors build their business without compromise, today announced a strategic partnership with iCapital1, the global fintech company shaping the future of investing. The integration expands RFG’s investment platform with streamlined access to alternatives and structured investment solutions designed to help Advisors serve high-net-worth clients with greater efficiency.
RFG is accelerating growth across new Advisor channels, including breakaway wirehouse Advisors and growth-oriented independent firms seeking more sophisticated investment capabilities, operational flexibility and platform support. As high-net-worth households increasingly seek access to alternatives and structured solutions, iCapital enhances RFG’s ability to support Advisors with complex client needs while helping them scale more efficiently.
RFG Advisors will gain streamlined access to private equity, private credit, hedge funds, and structured investments through a connected experience designed to reduce complexity and operational friction. Embedded within ClickONE, the integration provides single sign-on access and unified visibility across investment solutions, helping Advisors spend less time navigating disconnected systems and more time serving clients. The collaboration also reflects RFG and iCapital’s shared focus on building a more intelligent, frictionless Advisor experience through modern technology infrastructure and AI-enabled innovation.
Rockefeller Capital Management
Rockefeller Capital Management (“Rockefeller” or the “firm”) announced they are building an AI-enabled platform for wealth management with Anthropic’s AI Claude model.
The collaboration brings together Rockefeller’s experience serving ultra-high-net-worth individuals and families with Anthropic’s expertise in developing advanced AI systems. The organizations will work together to build reliable AI capabilities integrated directly into Rockefeller’s workflows, with a focus on extending the depth of insight available to advisors in serving clients.
The announcement reflects a shared conviction that the application of AI in wealth management must be guided by judgment, shaped by context, and grounded in long-term relationships. Rockefeller’s approach is deliberate and disciplined, focused on enhancing the work of its advisors while remaining anchored by the standards of care, discretion, and responsibility that define the firm.
SEI
SEI® (NASDAQ: SEIC) today announced the appointments of Sneha Shah as Chief AI Strategist, Michael Tryniszewski as Head of AI Orchestration, and William Coffey as Chief Data Officer (CDO), strengthening the company’s leadership as it scales AI across the enterprise and advances its data strategy to drive growth, expand new business opportunities, and improve client outcomes.
As Chief AI Strategist and Head of SEI Next, SEI’s innovation unit, Shah will lead the company’s enterprise AI strategy and external market voice; guide strategic decisions on how SEI builds, acquires, and partners to expand its portfolio; and translate emerging technologies into long-term business value. Her team will also accelerate innovation across the client experience, agentic workflows, AI and data services, and strategic integration with fintech partners like Avantos.
In his role as Head of AI Orchestration, Michael Tryniszewski will lead how AI is operationalized across SEI, working across product, technology, operations, risk, compliance, and business units. Reporting to Shah, he will be responsible for moving AI from exploration to responsible, real-world impact by integrating it into how SEI works, makes decisions, and delivers value for clients, helping shorten the path to production at enterprise scale.
SS&C Technologies
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced it has expanded its longstanding relationship with M&G, a leading savings and investment firm. SS&C will take on the operational management of the M&G Platform, strengthening service delivery and operational resilience. M&G retains full ownership of the Platform and responsibility for all key strategic, regulatory and commercial decisions.
Under the extended agreement, SS&C Global Investor & Distribution Solutions will manage operations for the M&G Platform, a key distribution channel for M&G’s £70bn market-leading smoothed PruFund. Using SS&C’s scalable private cloud infrastructure will enable the Platform to continue to scale in line with adviser and client needs.
As part of the agreement, around 200 M&G employees will transition to SS&C, subject to a consultation process. This will ensure continuity of expertise and day-to-day operations. Employees joining SS&C will benefit from expanded career development and learning opportunities within a global technology and services organization.
SyntheticFI
SyntheticFi, a fintech platform helping registered investment advisors (RIAs) access low-cost, tax-efficient financing solutions for clients, recently passed $2 billion in regulatory assets under management (RAUM).
The company has raised over $13M in venture financing from Y Combinator, Social Leverage, NextGen VP (subsidiary of Brown Advisory), The Compound Capital Fund, and other investors across the wealth management ecosystem since its founding in 2023.
SyntheticFi also announced that it now works with more than 300 independent advisory firms, representing over 3,000 advisors nationwide, growing approximately 3x since the start of 2026.
Trust & Will
Fifth Third (NASDAQ: FITB) announced that it will expand its industry-first free wills program to hundreds of thousands of additional customers when it completes the integration of Comerica in September, building on strong first-year adoption that has already helped protect an estimated $10 billion in estate value.
The groundbreaking program—delivered in partnership with Trust & Will—has prompted more than 39,000 customers to create wills and 3,000 to establish trusts, saving customers an estimated $12.6 million since launching in May 2025. The program has demonstrated strong engagement, with a nearly 65% completion rate from registration to finalized wills — significantly exceeding typical digital completion benchmarks and underscoring customer demand for simpler estate planning solutions embedded in trusted financial relationships.
Fifth Third remains the only U.S. bank to offer free, attorney-approved wills to its entire customer base. The free wills benefit will extend to hundreds of thousands of additional customers, including in Texas, Arizona, and California, as Comerica customers gain access to the full range of Fifth Third’s digital offerings in September, further scaling the program’s reach and impact.
WealthReach
WealthReach, an AI-powered organic growth platform built for registered investment advisors (RIAs) and wealth management firms, today announced it has raised $1 million in seed funding. The round was led by Cecure Corporation, a privately held financial services holding company co-founded by Robert S. Schwartz, and included participation from other strategic investors.
Since its founding in 2025, WealthReach has grown rapidly, earning adoption across major enterprise platforms and among some of the largest firms in the wealth management industry. With the funding, WealthReach will scale its team and invest in the support and engineering infrastructure needed to keep pace with this accelerating demand.
In addition to the fundraise, WealthReach has formed a strategic advisory board featuring some of the most respected executives across financial services and wealthtech. The board brings complementary expertise spanning growth strategy, marketing, operations and communications to support the firm’s next phase.
Webull
Webull (NASDAQ: BULL), an online investment platform, today announced the successful launch of Webull Model Context Protocol (MCP) server, which since April has been enabling clients to interact with Webull’s OpenAPI using natural language AI commands without any programming knowledge.
Since its initial launch two months ago, active traders on the Webull platform have been utilizing the MCP server to elevate their trading experience. Webull MCP server allows AI agents to connect to Webull’s sophisticated trading infrastructure and tools, empowering clients without any programming expertise to use plain-language instructions to query real-time market data, view account balances and positions, place, modify, and cancel orders, and query order history and order details.
Webull MCP server extends advanced trading tools previously limited to developers and quantitatively-oriented users to a broader investors base. These powerful tools are available now to all clients in the U.S. and will be rolled out to clients in additional markets in the near future.
