Product & Service Launches – 5/15/2026

July, Chairvolotti Financial Partner on Custom 401(k) Offering 

July Business Services and Chairvolotti Financial announced a collaboration intended to expand adviser access to July’s custom 401(k) retirement plan solution. The partnership combines July’s plan administration and fiduciary services with Chairvolotti’s Employee Retirement Income Security Act 3(38) investment management platform to support advisers and small-to-midsize business retirement plans.

According to the companies, the partnership is designed to simplify retirement plan administration while improving fiduciary oversight and participant outcomes. The offering includes flexible plan design, integrated administrative services and adviser-focused investment management capabilities intended to help advisers scale retirement plan services more efficiently.

Vestmark Launches AI-Powered Portfolio Monitoring Tool 

Vestmark Inc. introduced Pulse, an AI-driven intelligence solution designed to help wealth managers continuously monitor client portfolios, identify emerging opportunities and risks, and streamline execution. Operating within the Vestmark platform, Pulse analyzes portfolio positions, market events, SEC filings and client CRM data to suggest actions while maintaining adviser oversight. 

The platform is built to shift advisers from reactive portfolio management to more proactive engagement by automating tasks such as rebalancing suggestions, tax-loss harvesting opportunities, compliance checks and personalized client outreach.  

According to Vestmark, Pulse is available to all wealth managers using its platform, which supports more than $2 trillion in assets.

Alight Expands Partner Network With Cylinder and Leap

Alight Inc. expanded its Alight Partner Network with the addition of Cylinder and Leap, broadening the company’s suite of employee health and benefits solutions. Cylinder provides virtual-first digestive health care support, while Leap offers specialty infusion therapy services for self-funded employers through home-based and nearby infusion centers.

The additions are intended to help employers deliver more connected health care experiences while managing costs. According to Alight, the partnerships strengthen its ability to provide specialized care solutions through a single benefits administration ecosystem.

StepStone, PitchBook Launch Private Markets Analytics

StepStone Group L.P. and PitchBook, a Morningstar company, plan to deliver deal-level performance and operating benchmarks to private market investors through the PitchBook platform.

The offering will combine StepStone’s SPI benchmarking data with PitchBook’s private capital markets intelligence and artificial-intelligence-powered analytics tools to provide deeper visibility into private equity, venture capital, growth equity and infrastructure investments.

According to the firms, the collaboration will give fund managers and investors enhanced analytics, improved benchmarking capabilities and more granular insight into performance drivers. The solution is expected to launch in the current quarter and will be offered through both the PitchBook platform and SPI by StepStone.

Stadion, Morningstar Roll Out Managed Accounts Offering

Stadion Money Management LLC and Morningstar Retirement launched Stadion Managed Accounts, powered by Morningstar Retirement, on Lincoln Financial’s Alliance retirement platform. The new managed account service combines Stadion’s portfolio management capabilities with Morningstar Retirement’s personalization technology to deliver tailored retirement investment solutions for plan participants. 

According to the companies, the collaboration is designed to enhance retirement outcomes by pairing personalized investment recommendations with professional money management. The service is now available to eligible retirement plans using Lincoln Financial’s platform.

InvestorCom, IRALogix Launch Integrated Rollover Solution 

InvestorCom Inc. and IRALogix announced a service that integrates InvestorCom’s rollover recommendation engine with IRALogix’s cloud-native individual retirement account platform to help advisers deliver compliant, end-to-end retirement rollover advice. The combined solution is designed to digitize and streamline the account rollover process while helping advisers meet regulatory requirements from the Securities and Exchange Commission under Regulation Best Interest and the Department of Labor’s prohibited transaction exemption 2020-02.

The firms stated that the partnership addresses a growing market opportunity, with more than $1 trillion in retirement assets rolling over annually. The integrated platform enables advisers to guide clients from rollover recommendations through IRA account opening and ongoing portfolio management in a more seamless workflow.