Product & Service Launches 9/4/25

Janus Henderson Releases Charitable Investment Accounts

Janus Henderson announced Tuesday the launch of its charitable investment accounts, powered by Givinga’s financial-grade technology and giving infrastructure.

Account-holding U.S. donors will be able to receive tax deductions for future charitable giving, invest donations tax-free and combine multiple charitable deductions into a single aggregated deduction, according to a statement from the firm.

The accounts have no balance minimums, no contribution minimums, grants starting at $50 and a flat 0.3% account fee structure. Cash balances are placed into the American Cancer Society Support – Class D Shares of Janus Henderson’s government money market fund.

SEI Launches Multi-Strategy Alternative ETF

SEI launched the SEI DBi Multi-Strategy Alternative Exchange-Traded Fund—traded on the Nasdaq exchange under ticker symbol QALT—following the reorganization of SEI’s SIMT Liquid Alternative Fund to an ETF.

The fund seeks long-term capital appreciation by replicating the return profile of a model portfolio of alternative strategies, primarily consisting of hedge funds, before taking into account the fund’s fees and expenses. QALT uses a quantitative, rules-based approach to allocate long and short positions across global equity, fixed income and currency markets, according to the firm.

Zocks, Orion Offer AI Integration to Provide Portfolio Insights

Zocks, an artificial intelligence assistant for financial advisers, and Orion, a wealth management product provider, announced a partnership to offer an AI integration that connects portfolio management data to adviser-client conversations and communications.

The offering pulls Orion-powered portfolio data and metrics into adviser-client communication in Zocks, such as emails, forms and meeting preparation. The data sync ensures any changes from client interactions are immediately captured in Orion, according to a joint statement from the firms.

Zocks and Orion provided an example that as part of a client call or email exchange about market volatility concerns, Zocks will automatically access a client’s Orion portfolio data; identify relevant allocation insights; create personalized talking points to address concerns; summarize action items; draft follow-up emails; and update client data with any new information.