Remember cryptocurrency and blockchain?
We don’t hear an awful lot about them these days on the wealthtech front, in part because we’re not hearing the same amount of dialogue about them these days on the investment front, and that’s for two good reasons.
Welcome to another Advisor Tech Talk with plenty of wealth management news for you to digest, despite not getting the boost from big news out of Envestnet and Anthropic this time around. The hottest trend in advisor technology, in case you were wondering, is still definitely artificial intelligence. We can barely draw in breath these days without exhaling some words about AI and finance.
But we shouldn’t let AI be a distraction from another revolutionary change taking place in finance—just as AI has embedded itself into almost every financial process, action, transaction and thought, blockchains are now everywhere, too.
So while the world might not care quite as much about the ups and downs of bitcoin and ether like it did back in 2021, it should still care about blockchains, the technology underlying those cryptocurrency tokens—because the financial universe is in the process of being tokenized.
BlackRock, J.P. Morgan, Franklin Templeton, BNY and the Depository Trust & Clearing Corporation (DTCC) have expanded their tokenization efforts as of late. The SEC, meanwhile, has been clarifying how existing securities laws apply to tokenized securities and, more recently, creating a pathway for certain tokenized stocks to trade on specialized venues.
At its simplest, tokenization is the process of creating a digital representation of an asset, or a claim on an asset, on a programmable digital ledger. Think of the token as a digital wrapper around an investment. BlackRock describes tokenization thus: blockchain records ownership of an asset as a digital token, potentially allowing that asset to be programmed, traded, settled and recorded on the blockchain without changing the underlying investment.
A tokenized Treasury security is still economically a Treasury security. A tokenized money-market fund is still a fund. A tokenized share of private credit still represents exposure to private credit. Tokenization changes the infrastructure through which ownership is recorded and transactions are executed.
The most tangible progress is occurring in relatively familiar financial products.
Money-market funds and Treasury-related products have become an important proving ground. Franklin Templeton says its tokenized money-market fund dates to 2021 and had grown to nearly $1.5 billion across its Benji Technology Platform when it discussed the market this year. Stocks, bonds, ETFs, commodities, private equity, private credit, real estate and other private funds are now being targeted for tokenization.
In August, BlackRock launched two additional tokenized money-market products, including on-chain shares of a Treasury-based liquidity fund. J.P. Morgan Asset Management has also introduced tokenized money-market funds using infrastructure from Kinexys by J.P. Morgan.
Market infrastructure is changing as well. DTCC is developing a DTC tokenization service with input from more than 50 financial firms. Its authorization covers a defined universe that includes Russell 1000 stocks, ETFs tracking major indexes and U.S. Treasury securities. Participants in its working group include BlackRock, Charles Schwab, Bank of America, Citi, Goldman Sachs, Franklin Templeton and other major financial companies.
For advisors, tokenization could eventually matter less as a new asset class than as a new distribution and operating model. One obvious opportunity is private markets. Fractionalization can potentially reduce minimum investments, while digital infrastructure can simplify subscriptions, ownership records, transfers and administration. Deloitte notes that tokenization can facilitate fractional ownership of semi-liquid funds and automate functions such as updating, transferring and redeeming interests.
For wealth management, we’re already seeing related infrastructure emerge. Over time, tokenization could make some alternative investments easier to incorporate into managed portfolios, potentially opening access to smaller accounts and making historically cumbersome assets more compatible with model-based wealth management. It could also change expectations around settlement, cash management and trading hours.
The change may be profound without always being visible to the end investor. Clients may eventually hold portfolios in which cash, Treasuries, funds, equities and private assets can be issued, administered and transferred through programmable infrastructure while still looking, from the investor’s perspective, like recognizable investments.
So while AI may still be the hot thing as we move into October 2026, it’s worth considering what tokenization will mean for financial advisor technology as it continues to proliferate across asset classes and financial workflows.
Let’s get to your headlines…
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55ip
55ip, a wholly owned subsidiary of J.P. Morgan and a financial technology company purpose-built to break down barriers to financial progress, today announced the appointment of Michael Camp as chief client officer, based in the firm’s Boston office. Camp will lead 55ip’s client business and help steer the firm’s strategic priorities, reporting to Gautam Sachdev, chief executive officer at 55ip.
In this role, Camp will focus on helping advisors and enterprise partners adopt and expand their use of the firm’s tax-smart investing platform. He will work across client, product, and business teams to help ensure clients realize the intended value of the platform over time.
Since joining 55ip in March 2020, Camp has helped broaden the firm’s client base and support growth in assets under supervision (AUS). When he joined, the firm had $317M in AUS and primarily focused on the RIA community. As of July 2026, 55ip’s AUS has grown to over $140B, and the firm has expanded to serve wirehouses, broker-dealers, and national RIAs.
73 Strings
73 Strings, the AI-powered valuation and portfolio intelligence platform for alternative asset managers, has acquired Callisto, a Paris-based fintech company whose AI & data technology automates complex private markets workflows, from due diligence and data room analysis to the preparation of investment documentation and due diligence questionnaire automation.
The platform leverages proprietary agentic data pipelines, including custom embedding models trained for financial documents, agentic orchestration, a financial AI harness enabling agents to work with complex Excel files, data rooms, DDQs and large proprietary internal databases. By providing a structured environment in which AI agents can operate, Callisto enables GPs to scale and accelerate their processes.
The Callisto team will accelerate the evolution of 73 Strings’ Valuation, Extraction and Monitoring platforms into agent-addressable platforms, built around the Model Context Protocol (MCP) so AI agents can access data and execute workflows and directly bring automation safely into the valuation process, with traceable calculations, a deterministic core valuation engine and with human judgement remaining central to valuation decisions.
Apex Fintech Solutions
Apex Fintech Solutions Inc. (“Apex”), the infrastructure powering modern investing, and Range Finance, a financial platform built for high-income households, today announced a strategic alliance to power Range’s next phase of growth. Through this collaboration, Range will leverage Apex’s cloud-native AscendOS™ platform to deliver an enhanced wealth management experience for its members, including self-directed account openings and transfers, while laying the foundation to expand into broker-dealer services.
Range Finance serves U.S. households seeking to streamline and optimize their finances across investing, tax strategy, retirement planning, cash flow analysis, real estate management, and more. By collaborating with Apex, Range gains access to real-time digital infrastructure, sophisticated portfolio management tools, and the operational capabilities needed to scale.
The alliance equips Range with Apex’s AscendOS infrastructure, providing real-time account opening, digital funding, and seamless portfolio management. Range will also utilize Apex Rebalancer, enabling sophisticated investment strategies including direct indexing, custom indexing, and tax loss harvesting capabilities, all managed at scale.
Apex Fintech Solutions
Architect Financial Technologies Inc. (“Architect”) and Apex Fintech Solutions (“Apex”), today announced the signing of a memorandum of understanding (“MOU”). The agreement outlines a plan to enable Apex’s correspondent brokerage firms to offer their customers futures, options, perpetual futures, and related derivatives listed on Architect’s U.S. derivatives exchange, the American Innovation Exchange (“AI Exchange”).
Under the terms of the MOU, participating Apex correspondent firms can access eligible AI Exchange products through Apex’s derivatives infrastructure. Architect plans to provide its APIs, SDKs, FIX connectivity, technical documentation, and engineering support for the integration. Architect’s AI Exchange develops novel US-listed derivatives in compute and AI supply chain commodities, and the planned alliance aims to provide Apex’s client base of over 42+ million end customers seamless trading access to these growing markets.
Additionally, Architect and Apex intend to collaborate on the design and listing of new exchange-traded derivatives based on demand identified across Apex’s wide-ranging brokerage network.
Arcons Technology
Arcons Technology, a premier provider of customized enterprise software solutions for investment advisory firms, today announced the successful deployment and operational rollout of its flagship client billing engine, billPort™, across a leading national wealth management firm overseeing more than $150 billion in client assets. Following its initial go-live earlier in the second quarter, 2026, the platform now fully automates billing cycles across the firm’s enterprise network after its recent merger.
The enterprise implementation delivers a centralized, rules-based billing infrastructure engineered to handle the intricate fee schedules, multi-party account relationships, and institutional scale demanded by top-tier registered investment advisors (RIAs) and wealth enterprises.
As institutional practices expand through organic growth and large-scale mergers, legacy billing systems often struggle to keep pace with disparate fee schedules, fragmented custodian data, and manual spreadsheets. billPort™ eliminates operational struggles by replacing error-prone manual calculations with end-to-end billing automation, reducing quarterly invoice cycles from weeks to hours while ensuring strict regulatory audit readiness.
Beemo Automation
Beemo Automation, a managed AI services firm specializing in wealth management, today announced that Choreo, the $28.6 billion tax-focused registered investment adviser, has selected Beemo to help build foundational AI capabilities that support advisor enablement, client experience and operational scale across the firm. The partnership is initially focused on growth, client onboarding and firmwide knowledge access, with the potential to expand into additional business functions as Choreo’s needs evolve.
As wealth management firms increasingly explore how artificial intelligence can create meaningful business value, many are shifting their focus beyond standalone tools and toward capabilities that can scale across the organization over time. Choreo’s approach is centered on helping advisors and employees work more effectively, improving consistency across the client experience and making institutional knowledge more accessible throughout the firm.
Through this partnership, Beemo will design, build and operate AI capabilities within Choreo’s existing cloud environment, providing a foundation that can evolve alongside the firm’s growth and strategic priorities. Beemo’s ownership-first model allows clients to retain control of the systems, workflows and institutional knowledge developed through the engagement.
Broadridge
Broadridge (NYSE: BR) today announced that Boaz Lahovitsky has joined the company as President of Wealth Management. Lahovitsky succeeds Mike Alexander, who will remain with the company working on strategic programs and initiatives.
Lahovitsky brings over 20 years of experience building and scaling advisory and platform businesses at leading financial institutions. Most recently, he served as Managing Director of Personal Advisors at J.P. Morgan, where he built the bank’s hybrid-advice business for mass-affluent clients by bringing together fiduciary investment advice, advisor platforms, and digital client engagement. His background also includes senior roles at Vanguard, Citi, Genpact, UBS, and Booz Allen Hamilton. At Vanguard, Lahovitsky led the company’s high-net-worth Advisors driving significant growth in assets under management. At Genpact and Citi, he led wealth management platform and BPO businesses, after holding strategy, transformation, and M&A roles earlier in his career.
Broadridge is shaping the next generation of wealth management by empowering wealth management firms to better navigate a constantly changing industry. The Broadridge Wealth Platform, an open-architected ecosystem of solutions, helps clients modernize their tech stacks to drive business growth, increase advisor productivity, improve investor experiences, and digitize and modernize the governance, communications, and operational foundation that support growth and long-term value creation. With over 50 years of partnering with thousands of clients to reinvent wealth technologies, Broadridge has the proven track record to help clients push the boundaries of what’s next.
CAIS
CAIS, the leading alternative investment platform for independent financial advisors, today announced seven new additions to the CAIS Advisory Council (“CAC” or “the Council”), expanding the perspectives represented on the Council as alternative investments play a growing role in how advisors build portfolios and serve their clients.
The new members bring significant experience in investments, technology, operations and product, representing leading independent wealth firms and join the existing roster of CAC members.
Established four years ago, the CAC serves as a forum for leaders across the independent wealth community to engage directly with CAIS leadership on the evolving needs of financial advisors and trends shaping the industry. Their feedback helps inform CAIS’ roadmap and broader priorities, including its approach to education, integrations and technology designed to make alternatives easier for advisors to access and incorporate into existing workflows.
Evergreen.ai
Serial fintech entrepreneur Bill Harris today announced the launch of Evergreen.ai, an AI-powered financial advice app designed to help Americans make smarter financial decisions using personalized financial, retirement, investment and tax strategies. Built to bring the financial techniques of wealthy investors to all Americans, the Evergreen.ai app is available now as an on-demand service on mobile and desktop browsers. Consumers who register during the beta period will receive access to Evergreen.ai at no cost through January 1, 2028.
Unlike generic AI chatbots, Evergreen.ai’s deterministic calculation engine runs the underlying tax and financial math, designed to deliver consistent, verifiable numbers. The platform’s generative interface builds each hyper-personalized answer in multiple formats, including text, tables, charts, and interactive calculations.
Security and privacy are paramount in personal finance. Evergreen.ai’s environment is locked down with multiple layers of security controls. Account linking runs through Plaid, so bank credentials are never shared with the AI. User data is encrypted, never sold to third parties, and never used to train public AI models.
F2 Strategy
F2 Strategy (“F2”), the leading business and digital transformation services firm to the global wealth and asset management industries, today announced the acquisition of Callaway Cloud Consulting (“Callaway”), a technology consulting firm specializing in platform engineering, data engineering, Salesforce and custom artificial intelligence solutions.
The acquisition expands F2’s technology implementation and engineering capabilities, strengthening the firm’s ability to help wealth management organizations move from technology strategy and platform selection through implementation, integration and ongoing optimization.
For more than 12 years, Callaway has helped organizations solve complex technology challenges across cloud infrastructure, Salesforce, data and AI. The firm has completed more than 1,500 projects and brings deep technical expertise spanning architecture, development, integration, platform stabilization and ongoing support.
Farewell
Farewell, a novel, emotionally-adaptive AI platform for Life Administration, today announced its public launch. Farewell maps, organizes, curates and guides individuals and families through the hundreds of financial, legal, medical, and personal tasks and processes that accompany life transitions, such as marriage, career change, aging parents, retirement, divorce, and loss.
While professionals provide specialized plans and advice, responsibility for coordinating and executing everything typically falls on the individual – often when that person is already overwhelmed. Farewell turns that fragmented work into a personalized system for execution.
Farewell’s patent-pending AI maps and prioritizes tasks, adapts as circumstances change, and adjusts guidance to each user’s urgency, effort, and emotional capacity. A 24/7 concierge provides step-by-step support, while secure permissions allow family members and trusted professionals to participate as co-owners, delegates, or viewers.
Fi-Tek
Fi-Tek, LLC, a leading provider of wealth management technology, today announced that Houston Trust Company has successfully gone live on its Global Wealth Enterprise Solution™ (GWES) as its core securities processing and accounting platform. The implementation marks another milestone in Fi-Tek’s continued partnership with forward-thinking wealth management firms seeking to modernize their operational infrastructure.
With GWES now powering its operations, Houston Trust will leverage integrated, straight-through processing capabilities across its wealth management operations. At the heart of the system is a robust securities processing and accounting engine, designed to drive enterprise-wide productivity improvements and reduce operational risk through the automation of major functions.
Houston Trust is leveraging the full GWES suite, including Performance+ functionality and Report Studio, the newest addition to the platform.
Hightower Advisors
Hightower Advisors today announced a series of leadership appointments designed to strengthen connectivity across the firm and enhance the experience delivered to advisors and clients.
Marco De Freitas has been named President of Hightower Advisors, reporting to CEO Larry Restieri. In his new role, De Freitas will oversee Hightower’s operations, technology, enterprise AI strategy and investment platform, bringing these functions together to create a more connected experience for advisors and clients. He will officially join the firm in mid-Q4 2026.
De Freitas will join Hightower from Vanguard, where he held senior leadership roles spanning client experience, digital transformation and technology. Prior to Vanguard, he spent 10 years at TD Ameritrade, where he led digital, client experience, investment products and advice. Earlier in his career, De Freitas spent eight years at McKinsey & Company advising organizations on strategy and transformation. At Hightower, he will focus on simplifying how advisors access and leverage the firm’s resources while driving greater coordination across technology, investments and operations.
iA Financial Group
iA Financial Group (iA Financial Corporation Inc. (TSX: IAG)) announced the appointment of Nicolas Coulombe as Executive Vice-President, Information Technology and Chief Information Officer, effective October 1, 2026. He will also join the company’s Executive Committee.
Nicolas Coulombe succeeds Alain Bergeron, who will retire on December 31, 2026, following a long career in information technology. Alain Bergeron will support the transition until the end of the year.
Since joining iA Financial Group in 2020, Alain Bergeron has played a key role in advancing the company’s technology capabilities and digital transformation. He has notably helped strengthen collaboration between technology teams and business units and encouraged the development of multidisciplinary teams focused on shared objectives.
iCapital
The Depository Trust & Clearing Corporation (DTCC), the premier post-trade market infrastructure for the global financial services industry, and iCapital1, the global fintech company shaping the future of investing, today announced a strategic collaboration to advance the infrastructure supporting private markets.
By bringing together DTCC’s market infrastructure, processing capabilities, and network with iCapital’s technology platform and investment workflows, the firms aim to connect data, operations, and market participants across the private investment lifecycle. The collaboration is intended to reduce operational friction and help wealth advisors and asset managers participate in private markets more efficiently, at greater scale and with less risk. In support of this initiative, DTCC has also made a strategic investment in iCapital.
As investor portfolios increasingly include both public and private investments, DTCC and iCapital aim to advance scalable industry solutions that streamline operations, enhance data quality, and create a more seamless experience for firms and investors. The collaboration is designed to support more connected and automated workflows across the private investment lifecycle. For wealth advisors, this can simplify how alternative investments are accessed and managed within client portfolios. For asset managers, it can provide more efficient and standardized infrastructure for reaching and supporting the wealth market.
Invent
Signature Estate & Investment Advisors (SEIA), a national wealth management firm managing more than $36 billion in assets, and Invent, a data and technology platform for the wealth management industry, today announced a strategic partnership to unify SEIA’s enterprise data and support the firm’s broader artificial intelligence strategy.
Through the collaboration, SEIA has consolidated data from multiple custodians, business lines and technology platforms into a single, governed data foundation. The new environment has improved the firm’s reporting capabilities, reduced its reliance on legacy software and freed technical resources to focus on higher-value initiatives.
The unified data environment created by Invent’s platform provides the data foundation that powers “SEIA Brain,” the firm’s proprietary AI framework supporting its broader AI strategy. SEIA Brain is being developed to help employees across marketing, sales, finance, operations and compliance securely access information, automate routine workflows and uncover insights using natural-language interactions.
InvestCloud
InvestCloud, a global leader in wealth technology, today shared milestone achievements and continued momentum since launching its new strategic direction on October 1, 2024. In just under two years, the company has advanced a program of focused investment, commitment to client excellence, and delivering innovative wealth solutions that are smarter, connected, and scalable.
InvestCloud’s progress reflects the execution of a strategy built around product innovation and differentiation, deeper client relationships, and operational excellence which is translating to strong performance. The company returned to positive revenue growth earlier than expected in 2025 and expects to achieve double-digit revenue growth in the current fiscal year.
InvestCloud delivers managed account solutions, private markets network infrastructure, and advisor and client digital engagement solutions – powered by SMARTAI, the company’s approach to enabling AI and data-centric capabilities across its platforms.
Luma Financial Technologies
Luma Financial Technologies (“Luma”), a global, independent, multi-issuer technology platform for structured products and insured solutions, today announced that ProShares, a premier provider of ETFs, has made its Autocallable Income ETF suite available on the Luma platform. Luma’s RIA community will now have access to the platform’s first and only ETFs, providing a liquid, single-ticker solution for accessing autocallable strategies.
Through Luma, advisors and home offices can evaluate ProShares’ Autocallable Income ETFs alongside autocallable notes and other income-oriented solutions within the same platform. The integration is designed to make it easier to compare strategies across different product structures and wrappers, assess their role within client portfolios, and manage those investments through a more consistent workflow.
As demand for autocallable strategies grows among clients seeking high income, the addition of ProShares’ suite gives Luma advisors a new way to access these income solutions. As the only ETFs available on Luma, the funds complement the platform’s growing range of autocallable notes and other income-oriented solutions.
OneSeven
OneSeven has announced the launch of AdvisorGrowth IQ, an AI-powered financial advisor growth and marketing engine designed to help advisors build a more scalable prospecting process and increase opportunities to engage qualified prospective clients.
Powered by OneSeven, AdvisorGrowth IQ combines financial advisor marketing strategy, brand positioning, thought leadership, audience targeting, prospect intelligence, personalized outreach, automated follow-up, and appointment generation within one connected organic growth platform.
The platform was developed in response to a challenge shared by many financial advisors and independent RIAs: while advisors excel at serving clients and building relationships, many lack the time, technology, data and marketing infrastructure needed to consistently attract new clients and grow their practices organically.
Prismm
Prismm, an estate orchestration infrastructure platform for banks and credit unions, today announced Prismm Designate, a solution designed to help financial institutions identify beneficiaries earlier, build relationships and retain deposits when wealth transfers occur.
An estimated $124 trillion in wealth is expected to change hands over the next two decades, creating a retention challenge for financial institutions whose account holders have not named beneficiaries or established relationships with future inheritors.
Prismm Designate incorporates beneficiary designation into the account-opening process and keeps beneficiary information aligned with the institution’s systems. The solution also helps institutions identify existing accounts without beneficiaries on file and quantify the related deposit exposure.
Save
Save®, a financial technology company that provides a market-driven cash management platform, today announced that its Market Savings program is now available to independent advisors through Schwab Marketplace.1 The program is intended for family offices, high-net-worth investors, and other clients that prefer to keep large cash balances liquid. Market Savings keeps client deposits in accounts at participating banks, where they are eligible for FDIC insurance up to applicable limits, while providing market-linked return potential through separate securities accounts. Deposited principal is not invested, and clients retain same-day access to their cash.
That structure addresses a common problem for advisors and family offices: how to seek returns that can offset inflation while keeping cash readily available. Save uses proprietary investment technology to provide exposure tied to ETFs tracking the S&P 500, Nasdaq, Gold, and other markets. The program is designed to offer higher return potential than traditional money market accounts and brokered FDIC cash programs.
Market Savings has produced some of the strongest returns available on FDIC-insured cash, with S&P 500-linked accounts averaging 7.5% annually over the past three years according to Saves own published data.2 The first client who placed $1 million in the program in late 2022 only earned an average annual return of 6.34% over more than 3 years while retaining immediate access to the deposited funds.
Savvy Wealth
Savvy Wealth, the AI-native wealth management platform for independent financial advisors, today announced the launch of Savvy Custodial Platform1, its new custodial offering built for registered investment advisor (RIA) owners and firms.
With Savvy Custodial Platform, independent RIAs can onboard clients in as little as 90 seconds and move assets in a few clicks, replacing the paperwork and delay of legacy custodial relationships with a modern, digital, and personalized experience for both advisor and client.
The custodial relationship is where independence hits a ceiling for RIAs. An RIA owner can control the firm, the book, and every investment decision, and still run the practice on custodial systems designed decades ago: paper forms, multi-day account openings, and service queues. Savvy Custodial Platform extends the independence that defines Savvy’s offerings for RIAs down into the custodial infrastructure layer itself to deliver more time saved and greater ease in serving clients.
Securitize
ARK Invest, the disruptive innovation-focused investment manager founded by Cathie Wood, and Securitize Corp. (NYSE: SECZ), the world’s leader in tokenized assets, announce the tokenization of the ARK Venture Fund (ARKVX) through Securitize.”
This launch brings one of ARK’s flagship investment strategies onchain and marks the next phase of a relationship built around a shared conviction that tokenization can modernize how investment products are accessed, owned, and managed.
The ARK Venture Fund is an actively managed closed-end interval fund that seeks long-term growth of capital by investing across private and public companies aligned with disruptive innovation. Its portfolio includes investments in leading technology and innovation companies such as OpenAI, Anthropic, Stripe, and Databricks, among others. Through the tokenization of ARKVX, eligible investors accessing the Fund through Securitize can gain exposure to this actively managed portfolio through blockchain-based infrastructure. Fund holdings are subject to change.
Snappy Kraken
Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing initiatives, today announced the launch of Snappy AI, an AI marketing operations coworker designed to help financial advisors and their marketing teams analyze campaign results, identify gaps in follow-up and determine what to do next.
Built directly into Snappy Kraken and powered by Claude, Snappy AI analyzes an advisor’s authorized campaign activity, audiences, results and account setup alongside Snappy Kraken’s marketing expertise to provide account-specific guidance. It protects personally identifiable information (PII) by not retrieving individual contact names, email addresses or other contact-level personal information, while existing user permissions govern which accounts it can access. Snappy AI is also read-only, designed with the compliance needs of financial advisors and firms in mind: it can analyze, recommend and guide, but cannot launch campaigns, publish content or change account settings. Snappy Kraken plans to expand its capabilities over time as part of a broader AI roadmap for advisor workflows.
Snappy Kraken’s own research underscores how easily those opportunities can be missed. Its State of Digital & AI 2026 report, which analyzed aggregate, anonymized data from more than 9,000 financial advisors, found that advisors with connected CRM systems and real-time contact synchronization generated roughly three to four times as much engagement, yet only about one in four had connected their CRM. Similarly, while roughly four in five advisors sent market updates, only about one in five used nurture campaigns to follow up with prospects.
TIAA Wealth Management
TIAA Wealth Management today announces the TIAA Donor-Advised Fund (DAF) Program giving clients, many of whom have spent careers in service to others, a tax efficient way to formalize their charitable giving. The program is fully integrated within the client’s broader financial plan including tax strategy and estate planning with support from their TIAA Wealth Management advisor team.
Through a partnership with Charityvest1, a 501(c)(3) public charity powered by Foundation Source, TIAA Wealth Management clients can open a donor-advised fund working with their advisor and the process is seamlessly integrated with their existing TIAA digital experience. Once contributions are made to a donor-advised fund account, the assets will be invested in one of seven TIAA model portfolios. Contributions will grow tax-free before the donor recommends grants to any of the 1.6 million IRS-qualified charities.
The program features a streamlined enrollment experience through TIAA.org and includes automated transaction processing, electronic grant delivery, charity gift cards, collaborative giving tools, and impact investing options.
Trading Central
Following six months of soft launch, Trading Central, a global pioneer in AI-powered financial market research and analytics, today announced the official launch of its Model Context Protocol (MCP) Server to allow its clients to access to real-time, proprietary, licensed market research in a structured, machine-ready format.
With Trading Central MCP Server, brokerages and financial institutions can deploy Responsible AI Solutions, such as AI agents and AI chatbots that are free of hallucinations, regulated and compliant — grounded in nearly 30 years of financial expertise and world class research.
Trading Central’s responsible AI solutions allow regulated banks and brokerages to avoid the risks of exposing their account holder to unlicensed content, fabricated AI responses, machine generated content based on unvetted sources.
Vise
Bitwise Asset Management, the global crypto asset manager with more than $9 billion in client assets, and Vise, the technology platform designed to build and manage personalized portfolios for all investors, announced today the rollout of diversified crypto model portfolios to the hundreds of wealth firms and 135,000+ accounts on the Vise platform. For Vise’s deep network of RIAs and wealth management firms, with $140B+ in platform assets, the new offering provides a curated framework for accessing the $2.5 trillion digital asset class.
Crypto has largely reached advisor portfolios as a standalone allocation, managed apart from everything else a client owns. On Vise, the Bitwise models sit inside the same portfolio as the client’s equities, fixed income, and alternatives, allocated according to the household’s goals and risk profile, rebalanced on the same schedule, and subject to the same tax-management discipline Vise applies across the rest of the account.
The rollout marks the latest milestone in Bitwise’s entrance into the model portfolio space. Model portfolios have become an increasingly important tool for financial advisors looking to capitalize on third-party expertise in developing client allocations, providing a seamless and scalable way to invest in emerging themes. From 2023 to 2026, assets tracking third-party model portfolios grew from $400 billion to more than $930 billion, a 135% increase.
WealthReach
WealthReach, an AI-powered organic growth platform built for registered investment advisors (RIAs) and wealth management firms, today announced it has partnered with Domain Money, a flat-fee financial planning and wealth management firm, and Savology to give advisory firms a way to convert more of the people who reach their website, including the ones already sitting in their database.
Most firms do not have a lead problem. They have a timing problem. A prospect who does not meet an advisor’s minimum this year may meet it several years down the line, but once the firm rejects a potential client, the relationship ends there. The same is true of the hundreds and sometimes thousands of contacts already in a firm’s CRM, acquired at real cost, spoken to once, then left alone because serving them was not economical.
Under the partnership, prospects who meet a firm’s criteria go straight to the advisor. Everyone else is directed to Domain Money or Savology. For those funneled to Domain Money, their CFP® professionals step in to serve those clients directly, offering 0% AUM wealth management, personal tax filing, estate planning support and more, alongside expert financial planning, while the referring firm earns a percentage of the annual planning fee. Individuals directed to Savology receive a personalized financial report card built in minutes with no personally identifiable information. That report card drives a curated learning experience matched to their specific situation, and as they work through their tailored learning experience, the platform produces specific action items. Where a firm has no provider relationships of its own, Savology supplies them and shares the revenue back with the referring advisor. Firms that would rather keep nurturing those relationships can elect to retain them.
