Product & Service Launches – 2/5/2026

ISS MI Acquires Family Office Data Platform 

Financial data services provider ISS Market Intelligence acquired Family Office Access, a family office database and insights platform. The company’s database will add new capabilities to the ISS MI MarketPro platform.  

The database provides access to thousands of family office profiles and capital sources, featuring investment mandates, professional contacts and deal insights, according to an ISS MI release. 

ISS Market Intelligence, like PLANSPONSOR, is owned by ISS STOXX. 

Alphathena, Evergreen Wealth to Deliver Tax-Aware Direct Indexing 

Alphathena LLC, an artificial intelligence-enhanced direct indexing platform, and Evergreen Wealth Advisors, an AI-powered registered investment adviser, will work together to deliver tax-aware direct indexing. As part of the arrangement, Evergreen will use Alphathena’s portfolio management and direct indexing technology to power its tax-aware investment platform, including its proprietary Dynamic Portfolios. 

It will enable Evergreen to implement sophisticated tax management strategies designed to offset, reduce, defer or eliminate investment-related taxes—an approach that can significantly benefit high-income investors compared with traditional exchange-traded-fund and mutual-fund strategies. Alphathena’s platform allows advisers to design and maintain custom portfolios at scale while keeping investment decisions in-house. 

Max Expands Into Private Banking and Lending for Wealth Management Firms 

Max, a cash management technology provider for investors and advisers, launched Max Private, a suite of private banking and lending services designed for large RIAs and high-growth advisory firms. The new offering aims to help wealth managers compete with integrated institutions by delivering comprehensive banking and lending solutions to high-net-worth clients. 

Max Private includes bespoke lending products such as private mortgages, securities-based lending, art loans and yacht financing, along with complete trust banking services. The platform also features cash optimization tools that provide access to high-yield savings rates with FDIC insurance coverage up to $50 million per client and $200 million per couple. 

Bitwise Launches Model Portfolio Solutions for Digital Assets 

Bitwise Asset Management, a cryptocurrency asset manager with more than $15 billion in client assets, has introduced Bitwise Model Portfolio Solutions for Digital Assets, giving financial advisers a structured framework to access digital assets through ETFs. The offering draws on Bitwise’s eight-year track record serving institutional investors in cryptocurrency. 

The suite includes seven models designed for different investor profiles and risk preferences. Core portfolios provide broad exposure to cryptocurrency, while thematic portfolios allow investors to target specific areas such as stablecoins, tokenization or digital assets beyond bitcoin. 

American Life Expands Product Offerings Into Alabama 

American Life & Security Corp., an insurance carrier that offers annuities, announced it has expanded to Alabama, offering flexible retirement products to residents of the state. 

The company also recently expanded into New Hampshire, Washington and Alaska. With the addition of Alabama, American Life’s total footprint includes 29 states and the District of Columbia.  

“Entering into the Alabama market is another meaningful step towards our goal of servicing Americans on a national level,” said Tom Bumbolow, head of distribution and business development at American Life, in a statement.