Product & Service Launches 7/17/25

Meeder Launches Artificial Intelligence Education Program for Advisers

Meeder Advisory Services has announced the launch of its 2025 Financial Advisor AI Education Program, an initiative designed to empower financial advisers with the tools, knowledge and confidence to integrate AI into their business development and client strategies.

The program, called “All in With AI: Actionable Strategies for Financial Advisors,” includes webinars and conference sessions.

Cetera Unveils an AI-Driven Growth Suite

Cetera has announced the launch of IntelligenceEngine, a propriety suite of AI-powered tools and services designed to help financial professionals and organizations accelerate growth by transforming client data into actionable information and unlocking value within their existing books of business.

The new program, at launch, includes Jump AI Software that offers visibility into held-away assets by enabling clients to link external accounts, allowing advisers to deliver more complete, goals-based advice.  Other tools in the suite include MoneyGuide and eMoney Financial Planning Software, to help advisers visualize full client net worth.

Pontera, Snowden Lane Partners Announce Integration Partnership to Leverage 401(k) Management Technology 

In a new partnership between Fintech company Pontera and wealth advisory firm Snowden Lane Partners, Snowden’s advisers will have access to the Pontera toolkit to manage their clients’ 401(k)s, 403(b)s and other held-away accounts.

By leveraging Pontera’s platform, which includes products for rebalancing, compliance and billing, Snowden Lane will be “equipped with a holistic assessment of their clients’ financial portfolio” to assist with improving their long-term financial outcomes, the firm said in a statement.

Vestmark, iCapital, BlackRock and Dynasty Launch Capability Incorporating Private Investments Within UMA

Vestmark announced the launch of a tax-managed unified management account  with private assets with partners iCapital, BlackRock and Dynasty Financial Partners.

This new capability will be available to RIAs seeking to combine subscription-based alternatives with ETFs, mutual funds, equity SMAs, fixed income SMAs and direct index SMAs in a single custodial account.

“This collaboration with Vestmark, iCapital and Dynasty allows us to continue expanding choice to RIAs, providing them with the ability to access private markets, SMAs, as well as public markets in a single account,” said Eve Cout, head of solutions for BlackRock’s U.S. Wealth Business, in a statement.

Cetera and Advance Time Segmentation Announce Joint Venture

Cetera has also announced a joint venture with Advanced Time Segmentation  that will provide Cetera-affiliated advisers with exclusive access to the proprietary ATS framework, an intuitive, goal-based investment planning system.

Under the new joint venture, Cetera-affiliated advisers can access several tools, including AI Voice Assistant — to generate complete retirement income plans by describing goals to the AI-driven system– QuickStart Planning, which uses AI to define fees, customize segments and calculate income in minutes, and Real-Time Adjustments, which quickly updates plans to reflect evolving client needs.

Paychex and SoFi at Work Join Forces to Expand Financial Well-Being Offerings 

Paychex Inc. announced a new partnership with SoFi to bring the financial well-being resources and solutions of SoFi at Work to users of Paychex Flex Perks, an integrated digital marketplace within Paychex Flex that offers a variety of lifestyle benefits aimed at enhancing employee health and wellbeing.

Through Paychex’s digital marketplace, employees of Paychex customers will now be able to seamlessly connect to SoFi’s solutions to support their journey to financial independence.

“We are pleased to announce our Paychex Flex Perks partnership with SoFi to provide access to personal finance benefits for employees of our clients at no cost to the employer to help their employees prepare for the future,” said Cory Mau, Paychex vice president of corporate strategy, business development and investor relationships, in a statement.  

Advisor CRM and SmartData Partner

Advisor CRM has announced a strategic partnership with SmartData to enable advisers who use the Advisor CRM platform the ability to enhance the efficiency, accuracy and value of how they gather, manage and utilize client information.

The integration of the two platforms will also allow advisers to eliminate manual data entry, accelerate the onboarding process and automatically access key client data, including portfolios, life and annuity policies and external financial accounts.

SMArtX Advisory Solutions Expands Manager Marketplace

SMArtX Advisory Solutions is adding 25 new strategies, from seven leading asset management firms, to its Manager Marketplace.

The firms include GQG Partners, Liquid Strategies, VanEck, Allspring Global Investments, F/m Investments, Innovator Capital Management and T. Rowe Price Associates, Inc.

Unlimited Rolls Out Two New Hedge Fund Replication ETFs 

Investment firm Unlimited has launched two new actively managed ETFs: the Unlimited HFMF Managed Futures ETF, ticker(HFMF, and the Unlimited HFEQ Equity Long/Short ETF, HFEQ, offering investors exposure to managed futures and equity long/short hedge fund strategies, respectively.

The new strategies will allocate assets across a diversified basket of ETFs and exchange-listed futures contracts, adjusting dynamically based on evolving market conditions, according to information from Unlimited. The launch expands Unlimited’s ETF roster to cover the primary hedge fund strategy sectors. 

The firm, founded in 2022, uses proprietary technology to create and run strategies to offer lower-cost access to the standard fee structure charged by advisers of private funds. The structure generally includes a 2% asset-based management fee, in addition to a 20% performance fee charged on profits.