Products & Services Launches – 9/17/2026

Envestnet Updates 3 Platforms

Envestnet Inc.’s third technology release of the year includes updates to its financial planning platform, MoneyGuide; customer relationship management platform, Tamarac; and wealth management platform.

MoneyGuide can now include more account types into its planning calculations, including deferred-income annuities, fixed-index annuities, registered index-linked annuities and structured investments. Additional updates include long-term-care analysis and streamlined navigation.

The updates to Tamarac include the ability to build branded, client-ready reports; the inclusion of Tamarac Trading data in Tamarac CRM; an expanded integration with Schwab Beneficiaries; and access to MoneyGuide data.

Envestnet’s wealth management platform gained an interactive dashboard, a self-service configuration portal for unified managed portfolios and an expanded library of widgets. According to the announcement, this will build the interface foundation needed to deliver artificial-intelligence-powered capabilities across the platform.

Nestimate, Nationwide Partner on TDF, Lifetime Income Evaluation

Nationwide Mutual Insurance Co. and Nestimate Inc. collaborated on due diligence tools for Nationwide Retirement Solutions that evaluate both target-date funds and lifetime income solutions.

Through this collaboration, retirement plan advisers can reach out to their Nationwide representative to run Nestimate’s reporting, enabling them to work directly with plan sponsor clients to evaluate the suitability of TDFs and lifetime income solutions.

Nestimate’s Target-Date Fund IQ provides a framework to evaluate a full range of strategies, including newer approaches that incorporate annuities and other emerging asset classes. The tool matches individual plans’ demographics and objectives against TDF design, measuring glidepath suitability and quantitative metrics.

Nestimate’s lifetime income analysis tools are designed to help fiduciaries select and monitor guaranteed income solutions, whether stand-alone, in managed accounts or TDFs.

Equitable Debuts TDF Series, Bitcoin-Linked RILA

Equitable Holdings Inc.’s variable annuity portfolio, Structured Capital Strategies, announced what the company calls the first bitcoin-linked index investment option available within a registered index-linked annuity.

The new SCS Premier option is linked to the performance of the iShares Bitcoin Trust Exchange-Traded Fund. It is the first annuity option linked exclusively to the performance of bitcoin without dynamically allocating to equities, cash or other assets. The one-year segment will offer 10%, 15%, 20% and 40% buffers, with allocations generally limited to 25% of the contract value.

Other SCS enhancements include diversified index strategies, a shorter segment duration and an option to capture positive returns during market declines with several new investment options.

Separately, Equitable retirement plans gained access to a new target-date fund series. The Retirement Milestones T. Rowe Price Series is available through Retirement Milestones, a series of collective investment trust solutions maintained in collaboration with strategic investment managers.

The inaugural series is co-manufactured with T. Rowe Price, a global investment management firm, and Benefit Trust Co., which provides trustee and administrative services for CITs, including Equitable’s stable value fund.

The product is available exclusively within Equitable 401(k) and 457(b) retirement plans.

Apex Adds Infrastructure to FusionIQ Wealth Management Platform

Apex Fintech Solutions Inc. collaborated with FusionIQ, a cloud-based digital wealth management technology company, combining Apex’s clearing, custody and brokerage infrastructure with FusionIQ’s end-to-end digital wealth platform.

The enhanced platform offers digital advice, self-directed investing, digital model marketplace and turnkey asset management platform capabilities to registered investment advisers, broker/dealers and other financial professionals.

Transamerica Offers Caregiving Support from Empathy

Transamerica Corp. is the first insurance carrier to offer Empathy Project Ltd.’s Caregiving Support to eligible policyholders, beneficiaries and financial professionals.

The benefit, available this fall, offers personalized caregiving guidance to individuals and families managing care decisions, coordinating family responsibilities and accessing recommended services and resources.

Caregiving Support will be available to Transamerica long-term care policyholders, as well as Transamerica Financial Foundation index universal life insurance policyholders in California.

T. Rowe Price Adds 3 Active ETFs

T. Rowe Price Group Inc. added three new equity exchange-traded funds: T. Rowe Price Biotech ETF, T. Rowe Price Small-Cap ETF and T. Rowe Price Mid-Cap Equity Research ETF. All three began trading on the NASDAQ on Thursday.

The T. Rowe Price Biotech ETF seeks long-term capital growth through biotechnology companies and emerging technologies, with an expense ratio of 0.55%.

The T. Rowe Price Small-Cap ETF is designed to provide diversified exposure to the U.S. small-cap equity market, with an expense ratio of 0.59%.

The T. Rowe Price Mid-Cap Equity Research ETF is an actively managed core U.S. mid-cap strategy with an expense ratio of 0.47%.

SS&C Supports Principal Retirement Income Offering

Principal Financial Group selected SS&C Technologies Holdings Inc. to support its retirement income suite. Principal will use SS&C’s Retirement Income Clearing & Calculation platform to help support distribution of its line of proprietary and curated third-party retirement income products.

SS&C RICC is designed to help facilitate interactions between providers and recordkeepers. The collaboration builds on SS&C’s long-term relationship with Principal, including fund services provided by SS&C Global Investor & Distribution Solutions.

By year-end, SS&C RICC is expected to connect seven major recordkeepers representing $6.6 trillion in assets under administration and 70 million participants, according to the announcement.