MassMutual, Orion Launch Integrated Wealthtech Platform
New WMS-Orion integrated platform streamlines advisor workflows, expands investment access, and delivers scalable support
New WMS-Orion integrated platform streamlines advisor workflows, expands investment access, and delivers scalable support
White-labeled donor-advised fund solutions now available to Orion advisors through GiftingNetwork integration partnership
Proprietary risk engine gives advisors a radical upgrade from legacy models using a straightforward metric, helping build trust and protect portfolios from extreme market shocks
Intelligent Solutions Demonstrate Company’s Commitment to Creating a Smarter Financial Future for Wealth Management Partnerships with Leading AI Technology Firms smartKYC and Zocks Accelerate Smarter Client Onboarding, Proactive Risk Insights and Personalized Advisor-Client Collaboration
After 16 years at a legacy firm, Jason Oestreicher launches independent firm backed by Osaic’s tech-forward platform
Enhancements include pre-meeting briefs, instant post-meeting CRM updates and fully automated email drafts
Launches represent start of next wave of ETF introductions following firm’s introduction of Horizon-branded ETFs in Q1 2025
FP Alpha, the premier AI-driven wealthtech platform for financial advisors, today announced the release of its enhanced Estate Insights 2.0, a groundbreaking advancement in estate planning technology designed to empower financial advisors with deeper, more actionable insights while streamlining the estate review process. This enhanced capability marks a significant evolution in how advisors approach estate planning. By harnessing advanced AI-powered data extraction, FP Alpha now delivers hundreds of data points up from 30 directly from estate planning...
FAYBL, a leading innovator in AI-driven financial advisory solutions, proudly announces the launch of its Autonomous General Agent and successful integration with the API of Iress’s (ASX:IRE) Xplan platform. Iress’s market-leading Xplan platform has more than 35,000 users and is used by 61% of planners in Australia. “The release of our General Agent marks a significant leap forward for financial advisors,” said Steven Goh, Cofounder and CEO of FAYBL. “The General Agent can manage entire complex workflows, completing...
401GO, a next generation retiretech innovator, and Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, have entered into a strategic collaboration. Through this alliance, 401GO will leverage Apex’s advanced technology solutions to transform and expand its service offerings, delivering a retirement planning experience that is designed to rival a full-service investment platform. The collaboration will launch with mandatory retirement plan distributions, commonly known as automated force-outs, and will quickly expand...