Product & Service Launches – 4/2/2026

Capitalize Launches 401(k) Rollover Platform

Capitalize Money Inc., a company specializing in 401(k) rollover infrastructure, launched Capitalize for Advisors, a platform that allows advisers and wealth management firms to initiative rollovers on behalf of their clients.

The platform leverages Capitalize’s embedded rollover application programming interface to translate variable rollover requirements into a single, simplified workflow. Advisers can monitor rollover transactions and next steps in real time from a dashboard.

There were $2.1 trillion in assets left behind in legacy employer-sponsored accounts that were eligible to be rolled over as of July 2025, according to the firm.

FNZ Introduces Premium Service Model

FNZ Ltd., a global wealth management company, introduced FNZ Select, a premium service operating model that provides clients with enhanced service levels and additional platform support, including built-in artificial intelligence capabilities.

The FNZ Select model offers clients priority access to—and influence over—FNZ’s innovation road map and ongoing platform enhancements. The model is intended to give clients greater choice, according to the firm.

RiskDNA Launches as AI-Native Risk Intelligence Platform

RiskDNA, an artificial-intelligence-native risk intelligence platform, announced its official launch. The platform became available to UX Wealth Partners advisers on April 1, with general availability launching May 1.

The platform allows advisers access to exchange-traded and mutual funds, as well as to a platform spanning client management, models, planning and portfolio analytics. The launch coincided with FINRA Notice 26-03, effective April 1, which eliminated pre-review requirements for negative consent letters in qualifying bulk orders, intended to reduce barriers for advisers transitioning between platforms.

Ascensus Completes ABLEnow Platform Transition

Ascensus LLC completed the transition of ABLEnow, the nation’s largest independent Achieving a Better Life Experience program, to its platform.

ABLEnow will leverage several capabilities of the Ascensus platform, including:

• An entity management dashboard that allows organizations that serve multiple ABLE-eligible individuals to open and manage their accounts in one place;
• A modernized enrollment experience designed to simplify eligibility and clarify caregiver roles; and
• Ugift, a feeless gifting feature that allows family and friends to contribute directly to ABLE users’ accounts.

Ascensus now administers nearly half of all ABLE programs in the U.S., supporting plans across 23 states and Washington, D.C, according to the firm’s announcement.

Radish Plan Selects IRALogix as IRA Service Provider

The Radish Plan, an employee rewards program funded into a 401(a) retirement savings account, selected IRALogix as its individual retirement account service provider.

Radish’s platform, created by 401(k) pioneer Ted Benna, allows employers to structure performance rewards that help build employee financial security while reducing employer costs through tax advantages approved by the Internal Revenue Service.