AI Product & Service Launches – 8/17/2026

SEI Partners With AI Assistant Zocks

SEI’s adviser services ecosystem partnered with Zocks Communications Inc., an artificial intelligence assistant built for financial advisers.

The platform can help automate and reduce administrative work, including meeting preparation, meeting notes, client follow-up, customer relationship management, planning updates, client onboarding, forms and client intelligence workflows.

As part of the relationship, SEI and Zocks will collaborate on adviser education, thought leadership, webinars, adoption resources and practice management programming to help firms identify high-value use cases and build confidence in AI-enabled workflows.

SEI managed, advised or administered approximately $2.1 trillion in assets as of June 30.

Mili, Holistiplan Collaborate on AI-Powered Tax Planning

Mili, an artificial-intelligence-powered platform for wealth management firms, partnered with Holistiplan LLC, a financial planning platform, on tax planning software.

The software draws answers from clients’ previous tax returns, incorporates Holistiplan’s scenario analyses into planning conversations and client follow-ups, and surfaces opportunities across an adviser’s book.

Holistiplan is used by more than 10,000 firms nationwide, and Mili works with registered investment advisers and broker/dealers managing more than $250 billion in client assets.

Schwab Advisor Center Incorporates Zeplyn AI System

Zeplyn, the artificial-intelligence-powered operating system for wealth management, announced a new integration with Schwab Advisor Center, the Schwab Advisor Services platform. The integration enables Zeplyn’s AI agents to automatically complete Schwab’s digital account-opening workflow while incorporating live Schwab holdings and transactions into Zeplyn’s AI-powered client briefs.

Zeplyn gathers client information already available across meetings, emails, customer relationship management records and documents, initiates the digital account open workflow, completing all relevant fields automatically, and returns a finished draft for human review and submission.

According to the announcement, early pilot programs helped advisers save more than 12 hours per week and decreased the time needed for not-in-good-order submissions by approximately 80%.

WealthReach, SageContent Turn Adviser Video into Web Content

WealthReach Inc., an artificial-intelligence-powered organic growth platform built for registered investment advisers and wealth management firms, announced a two-way integration with SageContent, an all-in-one video content platform for financial advisers.

Through the integration, adviser video made with SageContent is turned into website content that WealthReach automatically converts into blog posts and transcripts that, according to the companies, will be optimized for search and AI platforms.

WealthReach’s content intelligence can also identify topics based on what a firm’s target demographic and market are actively searching for. SageContent can then generate a script, including the opening hook and call to action.