PreciseFP Launches AI Tools for Advisor Data Collection
November 5, 20256 min
Docupace’s award-winning platform transforms how financial advisors capture critical info and engage clients
Envestnet Elevate 2026 Conference Registration Open
October 29, 20254 min
Envestnet Elevate Brings Together Thousands of Financial Advisors, RIAs, Enterprises & FinTech Leaders to Showcase How Adaptive WealthTech Drives Productivity & Growth to Create a Lasting Competitive Advantage Envestnet announces that registration is open for Envestnet Elevate 2026, scheduled for May 19-20, 2026 at the Phoenix Convention Center in Phoenix, AZ. More than 2,000 professionals from registered investment advisors (RIAs), broker-dealers, and asset managers are expected to converge at this year’s top industry conference. The agenda will...
BeyondWill Launches AI Estate Planning Assistant for Advisors
October 16, 20253 min
WiseAI helps advisors stay ahead of life changes, protect client relationships, and deliver ongoing value.
Altruist Launches Hazel AI Platform for Wealth Advisors
September 9, 20255 min
Following Thyme acquisition, Hazel delivers intelligent, integrated AI built to supercharge advisor productivity
MassMutual, Orion Launch Integrated Wealthtech Platform
August 28, 20256 min
New WMS-Orion integrated platform streamlines advisor workflows, expands investment access, and delivers scalable support
Orion & GiftingNetwork Partner to Boost Charitable Giving Tools
August 19, 20255 min
White-labeled donor-advised fund solutions now available to Orion advisors through GiftingNetwork integration partnership
Amplify Reinvents Risk Assessment with Launch of QuantumRisk™
August 19, 20256 min
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
InvestCloud Delivers the First of a New Generation of AI-Enabled Solutions
August 8, 20255 min
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
GReminders Launches AI “Do Anything” Assistant for Advisors
July 24, 20256 min
Enhancements include pre-meeting briefs, instant post-meeting CRM updates and fully automated email drafts