Forget about your leftovers.
There are plenty of fresh wealth management technology headlines to feast on this week. Below you’ll get hefty helpings of news from the philanthropic giving, tax management, alternative investing, TAMP and crypto sectors that all directly impact financial advisors.
But a close examination reveals a common thread through most of this week’s announcements: Artificial intelligence.
AI in wealthtech is blazing hot, folks. According to just-released data from FNZ, 73% of financial executive believe AI is critical to the future of their industry. Vast majorities of FNZ’s survey respondents are already in the throes of AI implementation and seeing returns on their new technology investments.
However, 73% of that same FNZ survey say they see AI as augmenting and complementing traditional ways of doing business—not replacing financial advisors.
Of course, that’s what they all say, and included in “they” is the CFP board, who last month published their own report, this one on the future of AI in the wealth management industry. In that report, the CFP Board’s AI Working Group came up with four potential scenarios for the future of AI in wealth management:
A Planner’s ‘Best Friend’: AI as a financial planning co-pilot – traditional human financial planning coexists and is augmented by AI. This is the vision of most existing AI wealthtechs and much of what is coming onto the market today, like Nevis. The assumption is that, as AI automates more of the work behind wealth management, it will leave the core of the advisor-client relationship intact.
MyAI: AI is so integrated into everyday life that it becomes the expectation of all potential clients (2) – advisors must learn to complement AI, but will lose market share. This is more the fintech vision of the future of AI in wealth management—that the agents will be good at their jobs, and that people will come to like the agents at least as much as they like the people and brands behind their current financial services.
Full Circle Finance: AI eventually fails to deliver in financial services, or has a crisis of trust among some or all traditional wealth management clients. So while we go gung-ho into AI to start, at some point in the next few years we have a sudden about-face and embrace traditional wealth management again. The assumption here is that not only will AI continue to make mistakes, but that a rather big mistake will come in the form of a financial crisis like a market collapse, and that we’ll be left with such a bad taste in our mouths, we won’t want AI to have anything to do with our money anymore.
Silicon Valley Joins Wall Street: AI takes over market infrastructure and becomes the service of choice for lower-market clients, but fails to gain share upmarket—thus it exacerbates class division in financial services. A large portion of the wealthy, accustomed to high-touch but hands-off financial services and with enough inertia to not want to change to new providers, retain their existing wealth management relationships through successive generations, while the mass affluent and middle classes move towards supposedly less robust AI-powered services. The assumption here is that successive generations of wealthy people will have no knowledge or interest in technology, nor will they be attracted to similar or equivalent wealth management services offered via AI at much lower price points.
Now, I don’t really know enough about what’s yet to come to accuse these authors of having rose-colored lenses, but in the four scenarios in their crystal ball, the CFP Board only sees one where the wealth management profession actually suffers.
Let’s get to your headlines…
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55ip
55ip, a fully-owned subsidiary of J.P. Morgan, and a financial technology company purpose-built to break down barriers to financial progress, and InvestCloud, a global leader in wealth technology focused on delivering more meaningful outcomes for clients, today announced an expansion of their strategic partnership to deliver the first ever solution that enables tax optimization of both public and private market assets within a single unified managed account (UMA).
The Private Markets Account™ (PMA) from InvestCloud, introduced in December 2024 as a wealth management first, represents the next evolution in managed accounts, bringing public and private assets together in a unified account that automates workflows, trading, and reporting to drive greater efficiency and scale. By integrating 55ip’s proprietary ActiveTax TechnologySM with PMA, financial advisors will be able to automate tax optimization, tax loss harvesting, and tax transition across diversified portfolios that include alternative assets. The result is the creation of a unified, tax-smart investment experience that expands access to private markets while improving after-tax outcomes for clients.
Empowering the more than 450 Registered Investment Advisor (RIA) firms already using 55ip’s tax optimization tools, this expanded offering builds on a partnership that began in 2023 when 55ip’s capabilities were first integrated into the InvestCloud managed account platform, APL, to further strengthen its tax optimization capabilities. By enabling personalized, tax-efficient strategies across both public and private assets, this breakthrough innovation expands access to investment vehicles that were once reserved for ultra-high-net-worth and institutional clients—unlocking new opportunities for more investors and giving advisors the flexibility to deliver differentiated strategies that drive real financial outcomes.
BetaNXT
BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, has announced a partnership with U.K. stewardship technology firm Tumelo to enable pass-through voting for millions of retail investors.
Combining the power of Tumelo’s ProxySphere voting technology with BetaNXT’s proxy and investor communications network, the partnership enables brokers, asset managers, and retirement plans to offer individual investors and beneficial owners a direct voice in corporate decision-making — enhancing shareholder engagement efficiently, securely and at scale.
The partnership comes at a timely moment, as policymakers signal interest in empowering shareholders and expanding participation — making a scalable voting-choice infrastructure increasingly relevant. By enabling brokers and asset managers to extend access across their entire retail base, the BetaNXT/Tumelo integration establishes a forward-looking model for fairness and positions firms to meet evolving compliance expectations to enhance transparency in corporate governance.
CAIS
Sound Point Capital Management, LP (“Sound Point”), a leading global alternative credit manager with over $45 billion in assets under management,¹ announced a new partnership with CAIS, the leading alternative investment platform for financial advisors. The collaboration is focused on expanding access to Sound Point’s institutional-quality private credit strategies through the wealth management channel.
Through this relationship, Sound Point will join the CAIS platform, which connects over 2,000 wealth management firms and more than 62,000 financial advisors to a curated menu of alternative investment solutions. The partnership comes at a time of growing demand among financial advisors for private credit – according to a recent CAIS-Mercer survey, 89% of advisors are currently allocated to private debt and 91% of advisors plan to increase their allocations to alternatives over the next two years.²
This milestone also reflects the continued efforts of Sound Point’s Private Wealth team, led by Merrill Martin, to thoughtfully grow the firm’s reach and bring sophisticated credit strategies to a broader investor base.
Capco
Global management and technology consultancy Capco, a Wipro company, and PureFacts Financial Solutions, a leading provider of revenue management software, today announced a strategic partnership combining their expertise, technologies and vision to redefine revenue optimization for wealth and asset managers, Registered Investment Advisers and insurance providers.
Together, Capco and PureFacts will deliver a powerful combination of technology, advisory expertise and implementation support. This will enable financial institutions to maximize transparency, efficiency and growth across fees and billing, advisor compensation and practice management.
As financial services firms face increasing pressure from regulation, client demands and operational inefficiencies, the need for innovative revenue optimization solutions has never been greater. This partnership will allow Capco’s clients to benefit from both PureFacts’ market-leading technology and Capco’s deep expertise in advisory, transformation and delivery.
Conquest Planning
Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today implemented its CEO succession plan, naming Chief Revenue Officer Brad Joudrie as CEO, while founding CEO Dr. Mark Evans transitions to an executive chair position. Effective January 1, 2026, Joudrie will become CEO and join the company’s board of directors, with Evans continuing to serve as a board member focused on strategic product vision.
Since joining Conquest as Chief Revenue Officer in 2019, when the company was pre-revenue, Joudrie has been instrumental in driving its rapid expansion across geographies. Conquest now serves over 60% of the Canadian financial advisor market and has established a growing presence in the U.S. and U.K. The platform supports more than 60,000 advisors across over 1,000 financial institutions—including BMO, BNY Pershing, Manulife, Raymond James and RBC—and has exceeded 2 million financial plans created on its platform.
Evans, who holds a Ph.D. in computer science, has spent over 35 years developing advisor technology. In 1990, he founded NaviPlan, where he helped architect some of the industry’s leading financial planning software before exiting in 2011. He returned to the space in 2018 with Conquest, an artificial intelligence (“AI”)-powered platform designed to make financial plans more accessible, dynamic and tailored to each individual or family. Together with his co-founders, Evans built Conquest to help advisors improve efficiency, interoperability and scale, offering adaptable plans to investors across the wealth spectrum.
Crunchbase
Crunchbase, a predictive intelligence solution that forecasts private market movements using the unique combination of proprietary private company data, AI, and live market activity from 80M+ users, today announced a partnership with Fusion by J.P. Morgan that embeds its proprietary data and predictive intelligence directly into Fusion’s private market data solutions. Fusion is J.P. Morgan’s cloud-native data technology solution that provides institutional investors with end-to-end data management, analytics, and reporting across both public and private markets.
With Crunchbase’s Fundamentals, Insights, and Predictions integrated into Fusion, J.P. Morgan investors can guide smarter, faster strategies, and secure high-ROI opportunities before the competition.
Digital Asset
Digital Asset, the creator of the Canton Network and a leader in privacy-enabled blockchain technology for global financial markets, today announced a new strategic investment from BNY, iCapital, Nasdaq, and S&P Global. Their participation reflects the accelerating convergence of traditional finance (TradFi) and decentralized finance (DeFi) towards an “AllFi” future on the Canton Network.
These investments build on Digital Asset’s strong momentum following recent funding milestones and underscore the growing institutional alignment behind the Canton Network– the only public, permissionless Layer-1 blockchain designed with configurable privacy, institutional-grade compliance, and the ability to support hundreds of billions of dollars in onchain real-world assets.
The new strategic partners represent leading global institutions in asset servicing, wealth management, market infrastructure, financial data, financial technology, and digital asset trading. Their investment reinforces the critical role Canton is playing in the next phase of financial market infrastructure, bringing together decentralization with the privacy, legal certainty, and regulatory compliance required by global markets.
Focal
Focal, the AI-powered productivity platform and meeting assistant purpose-built for financial advisors, today announces that it has selected the Microsoft Azure Canada Central data centre in Toronto to host all data for Canadian advisors on its platform. This move reinforces Focal’s commitment to security, privacy and compliance by ensuring that client data remains securely housed within Canadian borders.
As AI note-taking and workflow automation platforms become more widely adopted, the need for secure, compliant technology has never been more critical for advisors. In selecting the Microsoft Azure Canada Central data centre, Focal combines local data residency with Microsoft Azure’s enterprise-grade security and performance. This supports improved advisor workflows while providing peace of mind that client data is safeguarded in compliance with Office of the Privacy Commissioner (OPC) guidance and the Personal Information Protection and Electronic Documents Act (PIPEDA).
Focal combines meeting assistant AI, performance coaching and workflow automation with intelligent systems that securely connect and manage processes across any advisor tool or platform, with or without an API. In expanding its platform, Focal has introduced functionality that specifically addresses the needs of Canadian-based advisors. Focal now supports more than 99 languages, including English and French, recognizing and transcribing local financial terminology and helping advisors serve clients across all provinces efficiently and accurately.
FutureVault
FutureVault Inc. (“FutureVault”), the category-defining leader in AI-powered Digital Vaults and Intelligent Document Processing (IDP) solutions, and pioneers of the Client Life Management Vault™, officially announce that enterprise B2B sales veteran, Steve Livingstone, has joined the company’s leadership team as the Executive Vice President of Global Sales. This executive hire represents a significant inflection point for the company as it accelerates its enterprise expansion across wealth management, financial services, and broader global enterprise markets.
With more than 25 years of proven leadership in enterprise sales, digital transformation, and large-scale client engagement, Steve joins FutureVault following his tenure as Senior Vice President, Digital at DCM (Data Communications Management)—an enterprise-grade organization with deep, long-standing relationships across Canada’s top financial institutions and multi-sector corporations. At DCM, Steve consistently led enterprise-level growth initiatives, full-funnel digital solution strategies, and institutional account relationships.
As Executive Vice President of Global Sales, Steve will play a pivotal role leading FutureVault’s enterprise growth strategy.
iCapital
Northmarq today announced that its Fund Management business has made its mid-market commercial real estate (CRE) subordinate debt strategy available on iCapital Marketplace.
The addition gives the wealth management community a new access point to Northmarq’s established subordinate debt strategy, a high-yield, fixed-income alternative composed of investments in commercial real estate loans and securities. The program actively invests in new, high-yield CRE loans and seeks to deliver capital preservation, durable income, and yields consistent with the higher end of traditional fixed-income strategies.
iCapital Marketplace connects wealth managers to a broad range of alternative investments and provides the technology infrastructure to manage them efficiently. The addition of Northmarq’s subordinate debt strategy expands the selection of real estate-focused income strategies available to advisors and their clients.
InspereX
InspereX, the tech-driven distributor of fixed income, structured products, exchange-traded funds (ETFs), and alternative investments, today announced the launch of Aria – a technology portal providing streamlined access to fixed income, structured products, and alternative investments to meet the evolving asset allocation needs of Registered Investment Advisors (RIAs).
In addition, Aria provides RIAs with access to trading, portfolio, and product experts so advisors can benefit from the best of technology, market insights, and unmatched client service.
InvestFi
Sesimi, a creative automation and digital asset management platform for regulated brands, has partnered with InvestiFi, a fast-growing fintech serving financial institutions. The collaboration allows InvestiFi to deliver compliant, customizable marketing assets at scale, without compromising regulatory standards.
In today’s compliance-heavy fintech landscape, speed and scale often clash with regulatory rigour. As financial institutions rush to meet consumer expectations with personalized, omni-channel content, marketing teams are hindered by lengthy approval cycles, extensive legal reviews, and the lack of scalable creative systems.
InvestiFi, a fast-growing fintech building momentum in the financial services space, selected Sesimi to solve this tension. The partnership enables InvestiFi to deliver compliant, customizable marketing assets to its clients quickly and at scale, without compromising disclosure requirements or brand control.
Luma Financial Technologies
Luma Financial Technologies (“Luma”), a global platform for structured products, annuities, and life insurance solutions, today announced that InspereX , a technology-driven distributor of fixed income, structured products, exchange-traded funds (ETFs), and alternative investments, has selected Luma to serve in two key roles that power structured note distribution for RIAs. Through this decision, Luma and InspereX are empowering financial professionals by simplifying complexity into efficient, scalable solutions.
InspereX has selected Luma’s market-leading technology to power structured note access within its newly launched Aria platform, an all-in-one solution for Registered Investment Advisors (RIAs) that brings together tools for structured investments, fixed income, and alternatives. With Luma’s structured note capabilities integrated into Aria, RIAs gain efficient access to diversified products, institutional-quality insights, and comprehensive lifecycle management.
Luma Financial Technologies
Luma Financial Technologies (“Luma”), a global platform for structured products, annuities, and life insurance solutions, today announced a strategic integration with BlackRock’s Aladdin Wealth platform. The integration enables the delivery of enhanced structured product data and analytics to Luma and Aladdin Wealth clients via the Aladdin Wealth platform.
Global wealth managers and private banks will now benefit from a unified, whole portfolio view to more effectively forecast, analyze, and evaluate structured exposures within client portfolios. Luma’s issuer-agnostic structured product data engine delivers real-time data feeds directly into the Aladdin Wealth platform and its analytics framework through secure APIs—reducing friction and ensuring access to structured product information within existing workflows.
Leveraging Luma’s dataset—which tracks and administers more than $300 billion in structured products globally and supports the full product lifecycle, including post-trade performance monitoring and analytics—Aladdin Wealth and Luma mutual clients can now more effectively forecast, analyze, and evaluate structured exposures within client portfolios. The integration expands data coverage and increases accessibility to strengthen risk oversight, help improve decision-making, and align investments with client objectives.
Milemarker
Advisors have more data than ever and less time to use it. Milemarker Navigator changes that equation—securely.
Milemarker today launched Navigator, a natural language AI platform that lets wealth managers query portfolio data, market intelligence, and client information using plain English. Instead of navigating multiple systems or waiting on analysts, advisors can simply ask: “Which clients have concentrated stock positions that need attention before year-end?” and get actionable answers immediately.
Navigator builds on Milemarker’s core advantage—a unified data layer connecting the fragmented wealth-tech stack. While other AI tools query siloed systems, Navigator draws from everything Milemarker already connects: custodial data, portfolio analytics, alternatives, compliance records, and third-party research.
Nevis
Nevis, an AI platform for wealth management, today announced that it has raised $35 million in a Series A round from Sequoia Capital, ICONIQ and Ribbit Capital, bringing its total funding to $40 million less than a year after founding.
Nevis builds AI tools that help financial advisors automate their administrative workflows end-to-end. The company already serves some of the fastest-growing wealth management firms in the US, supporting Registered Investment Advisors (RIAs) that collectively manage more than $50 billion in client assets, and is onboarding new customers at a rapid pace.
Every year, more than 50 million Americans trust financial advisors with their life savings and rely on their expert guidance through their most important life decisions, such as planning for retirement, funding their children’s education, or building a business. Moreover, the demand for expert financial advice has never been higher as personal wealth is accelerating. The number of US households with more than $500,000 in investable assets is growing 8x faster than the population1.
Opto Investments
Quotient Wealth Partners (“Quotient”) and TritonPoint Wealth (“TritonPoint”), today announced a joint partnership with Opto Investments, a technology-driven solution that streamlines the entire private markets lifecycle and enables wealth managers to build, fundraise for, and manage programs at scale. This unique alliance brings together two fast-growing registered investment advisors (“RIAs”), both powered by Dynasty Financial Partners, to build a series of custom private markets funds that seek to enhance their clients’ portfolios and increase asset class diversification.
Having launched their respective firms in 2023 after leaving Goldman Sachs Personal Financial Management, Quotient and TritonPoint were in search of a solution to simplify the private markets experience for their distinct but complementary client bases. Managing over $4 billion in assets, Quotient serves more than 2,000 affluent and high-net-worth families, primarily business owners, corporate executives and retirees. TritonPoint, with over $1.8 billion in assets across nearly 300 clients, focuses on generationally wealthy families and ultra-high-net-worth individuals with complex financial needs. Serving clients across the wealth spectrum, both firms partnered with Opto to help diligence and source investment opportunities and simplify the operational complexities of private markets investing.
Through a joint investment leadership team that brings together the expertise of Quotient, TritonPoint and Opto, the firms collaborate on portfolio construction and manager selection across private equity, private credit, real estate, other real assets and hedge funds. With Opto’s end-to-end technology platform, Quotient and TritonPoint can offer qualified investors a streamlined private investing experience—including a single K-1, automated subscription documents, and digital signatures.
Practifi
Practifi today introduced Practifi Intelligence, a suite of AI-powered capabilities built directly into its CRM to support advisory teams with continuous, wealth-focused intelligence. Available for clients to add to their Practifi Platform beginning today, Practifi Intelligence delivers smart conversation summaries, automated workflows, and intelligent follow-up generation inside familiar workflows. It strengthens how teams work without forcing them to adopt new vendors, replace systems, or manage the disruption tied to major technology changes.
Unlike tools that add isolated AI features onto existing software or require firms to adopt stand-alone systems, Practifi Intelligence applies an AI-first framework across an already powerful CRM that some of the nation’s top advisory teams rely on every day. The result is an experience that pervades the entire platform, giving firms AI-driven capabilities that function like an always-available layer of support while preserving the stability of their current tech stack.
Practifi Intelligence includes three complementary sets of capabilities: Relationship Intelligence, Meeting Intelligence, and Admin Intelligence, each designed to support a different part of the advisor workflow while operating in the same connected environment.
QUODD
QUODD, a financial market data provider for the global financial services industry and a NewSpring Holdings platform company, announced that Zephyr (an Informa Company) has chosen QX Digital as its primary market data solution to support its asset and wealth management software serving wealth managers and financial advisors.
Zephyr is a premier provider of portfolio analytics and performance reporting tools, and serves a global network of wealth management professionals. The company is a division of Informa plc (LSE: INF), a multinational publishing, data, and events organization headquartered in London.
Zephyr’s evolving needs aligned with QUODD’s value proposition and provided them with a vendor that delivers a modern market data experience, exceptional service, and a flexible commercial framework that is scalable with their growth.
Range
Range, the AI-powered wealth management platform revolutionizing how Americans plan their financial futures, today announced its $60M Series C led by Scale Venture Partners. The funding round also included participation from Gradient Ventures and Cathay Innovation, along with several new investors including 53 Stations.
Range also announced the appointment of Rocket Money CEO Haroon Mokhtarzada to the company’s board of advisors, alongside Scale Venture Partners’ Alex Niehenke. Mokhtarzada founded Truebill, rebranded as Rocket Money upon its $1.3B exit to Rocket Companies in 2021. Prior, he founded Webs, acquired in 2011 by Vistaprint for over $100M. The round brings the company’s total capital raised to over $100 million and the new funding will accelerate hiring across AI, product, and go-to-market teams, expand enterprise partnerships, and deepen the capabilities of Range’s AI wealth manager – Rai, to include predictive planning and proactive tax optimization.
The U.S. wealth management industry manages over $90 trillion in assets, yet just 1% of Americans have worked with a financial advisor—priced out by high minimums, percentage-based fees that erode returns, and a system built for the ultra-wealthy. Range is unlocking this untapped market by delivering institutional-grade financial planning through AI at a fraction of traditional costs, making sophisticated wealth management accessible to the millions of high-earning households who have been systematically excluded.
SEI
SEI® (NASDAQ: SEIC) today announced the completion of the first stage of its strategic investment in Stratos Wealth Holdings, a family of companies focused on supporting the success of financial advisors across business models and affiliation structures. SEI-Eclipse Holding Company, LLC, a newly formed entity, purchased the U.S.-based Stratos business for approximately $441 million, representing approximately 81% of the total transaction value.
As previously announced, Founder and CEO Jeff Concepcion will continue to lead the Stratos business, which will operate under its brand and as an affiliated business of SEI. Stratos’ client service model, including custodial relationships, will continue, and its current offerings will be reinforced by SEI’s capabilities across technology, custody, operations, and asset management.
Based in Beachwood, OH, Stratos includes a national network of more than 350 experienced financial advisors and financial planning practitioners working across 29 states throughout the United States. SEI will pay a total cash consideration of approximately $544 million for 57.5% of the equity of SEI-Eclipse Holding Company. Certain legacy Stratos equity holders will continue to own 42.5%, which is subject to put/call rights that, if fully exercised, will result in SEI owning 100% of the entity.
Smart Kx
Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) serving more than $23.8 billion in assets under advisement (AUA), today announced a new partnership with Smart Kx, a platform focused entirely on revenue optimization for financial advisors.
Through this partnership, Integrated is streamlining its revenue and billing processes by integrating Smart Kx’s advanced fee documentation, calculation and analysis technology directly into its advisor ecosystem. The integration replaces manual workflows and fragmented reporting with a modern, automated system that provides real-time insights into revenue metrics at both the firm and advisor levels.
Smart Kx unites client agreements and billing in one seamless system. Its latest enhancement, Smart Recon, introduces a more transparent and fair fee calculation process that aligns with client interests while reducing administrative burden for advisors. The result is a more compliant, accurate, and client-friendly approach to fee management—setting a new standard for the RIA industry.
Snowflake
Snowflake (NYSE: SNOW), the AI Data Cloud company, and Anthropic, an AI safety and research company, today announced a significant expansion of their strategic partnership. The multi-year, $200 million agreement will not only make Anthropic’s Claude models available in the Snowflake platform to more than 12,600 global customers across all three major clouds, but also establishes a joint global go-to-market (GTM) initiative focused on deploying AI agents across the world’s largest enterprises. Claude will also serve as a key model powering Snowflake’s enterprise intelligence agent, Snowflake Intelligence, to transform the nature of work by delivering all an organization’s knowledge through one trusted agent that sparks curiosity, encourages exploration, and accelerates innovation.
This expanded partnership builds on Snowflake and Anthropic’s existing work together, where thousands of Snowflake customers are already processing trillions of Claude tokens per month through Snowflake Cortex AI. This next phase of collaboration is focused on deploying state-of-the-art AI agents on Snowflake capable of handling multi-step analysis, powered by Claude’s advanced reasoning capabilities and ability to securely handle sensitive data. This enables understanding extensive context across financial, operational, and customer data, among others, reasoning through it carefully, and showing their work rather than just retrieving an answer. By combining Claude’s reasoning with Snowflake’s governed data and AI environment, customers in regulated industries like financial services, healthcare, and life sciences can move from pilots to production with confidence.
For example, a wealth management firm can use Snowflake Intelligence, powered by Claude, to create an agent that synthesizes client holdings with relevant market data and compliance rules to generate personalized portfolio recommendations — all within the security and governance perimeter of Snowflake’s AI Data Cloud.
TIFIN
TIFIN Give, the first donor-advised fund (DAF) platform designed for growth, today announced a new partnership with Chariot to utilize the Chariot Disbursements* solution for faster, safer and easier grant payments for everyone involved.
This partnership ensures donors utilizing Give can be confident that their grants are reaching their intended recipients quickly and securely. Chariot’s technology is designed to move digital payments to nonprofit accounts instantly, once approved.
Nonprofits simply claim their Chariot Account* one time to begin receiving instant grant payments and standardized gift data across all Chariot Disbursement partners, once approved. This streamlines processing and amplifies the impact of donor generosity.
VestMark
Vestmark, Inc., a leading provider of wealth management software and services, today announced a strategic partnership with VanEck to deliver custom model portfolios to registered investment advisors (RIAs), broker-dealer representatives, and other advisory professionals.
Through this collaboration, advisors will have access to VanEck’s suite of ETF, mutual fund, and thematic investment strategies within Vestmark’s open-architecture platform, which combines sophisticated overlay and tax management, tax transition tools, and direct indexing. The result is a flexible, advisor-centric solution that enables the delivery of personalized portfolios across a wide range of account types.
As part of the initiative, VanEck will subsidize implementation costs for financial advisors who want access to VanEck model portfolios, simplifying adoption and integration of these new capabilities.
vWise
vWise today launched WiseGuide, an enterprise AI chatbot designed to help financial services and benefits providers maximize the value of their workplace benefits relationships. WiseGuide provides seamless, scalable participant support across retirement plans, IRAs, health insurance, life insurance, disability, and voluntary benefits, while identifying engagement opportunities that convert employee inquiries into transactions.
For carriers managing complex, multi-product portfolios, WiseGuide solves a critical challenge: how to deliver coordinated, personalized engagement across product silos while capturing the full lifetime value of each employee relationship. By integrating with participant communication channels including Slack, Microsoft Teams, and web portals, WiseGuide provides a single, intelligent interface that answers questions, promotes product awareness, and drives adoption across the entire benefits ecosystem.
Providers invest heavily in winning employer accounts, but capturing wallet share across product lines remains difficult. Employees interact with retirement plans, health benefits, and insurance products separately. This dynamic misses natural opportunities for education, enrollment, and conversion. WiseGuide enhances these interactions by creating a unified engagement layer that works across all lines of business simultaneously.
Zocks
Zocks, the privacy-first AI assistant for financial services, today announced the launch of Document Intelligence, a new capability that automatically processes client documents and populates that data in CRM and financial planning systems. Now available as a new feature within Zocks’ integration with eMoney Advisor, a leading provider of financial planning software, Document Intelligence can automatically populate eMoney financial plans with extracted document data.
Zocks Document Intelligence addresses one of the biggest bottlenecks in financial planning: manual document review and data entry. Advisors typically spend hours reading through account statements, insurance policies, and estate plans, then manually enter that information to intake clients, or build and update financial plans.
Advisors can now upload client documents to Zocks, which uses AI to automatically read, summarize, and structure the data, then sync it directly into the appropriate fields in eMoney. What previously took hours now takes minutes, allowing advisors to onboard new clients faster and deliver advice sooner.
