Tag: Product & Service Launches

Betterment expands workplace benefits, Fidelity adds Trump Account rollovers, and more. 

YCharts releases agents for financial advisers, asset managers; Zocks launches client query platform for advisers; Wallace Finance offers custom indexing,...

Morningstar Wealth launches model portfolios with private market access; AE Wealth Management offers securities-based lending assistance; SEI introduces platform for...

BetaNXT partners with DeepSee for adviser, client retention; Janus Henderson builds investment, client tools with Percepta; DeepVest introduces firm-level governance...

FINNY Launches Enterprise Growth Platform for Wealth Management Firms; PGIM expands ETF lineup With 2 Securitized Credit Funds; Schwab Asset...

Claro Advisors launches AI assistant; Zocks, Conquest Planning introduce AI integration; and Clearwater Analytics offers AI products for institutional investors.

Voya launches multi-manager alternative collective investment trust for defined contribution plans; Baillie Gifford debuts US exchange-traded funds; and more.

FMG launches marketing intelligence system for advisers; Zocks provides tech for Hightower advisers; Broadridge extends partnership with Kyndryl for digital...

PGIM launches actively managed core equity ETF; MetLife introduces flexible annuity option to guaranteed income offering; Dimensional Fund Advisors partners...

Vanguard launches dynamic active-passive portfolio series for advisers; Polen Capital launches 2 growth equity ETFs; Partners Group announces private equity...

Hamachi partners with Modelist to deliver portfolio intelligence; Altvia connects private markets data to firm tools; OneStream releases blueprint for...

July, Chairvolotti Financial partner on custom 401(k) offering; Vestmark launches AI-powered portfolio monitoring Tool; Alight expands partner network with Cylinder,...

Broadridge Deploys Agentic Capabilities Across Capital Markets, Wealth OperationsBroadridge Financial Solutions Inc. announced that its agentic artificial intelligence capabilities, including...

Intuit taps Vestwell to partner with QuickBooks 401(k); Morgan Stanley Investment Management opens wealth education center; IRA Financial expands investment...

Ncontracts introduces Nquiry compliance platform; Advisor CRM launches Beacon assistant; HFS Research debuts data intelligence suite; and more.

Bridgewise, X collaborate on social sentiment for global markets; Vanguard unveils BondBuilder model portfolio suite; Fidelity launches small-, mid-cap ETFs;...

Citi Wealth launches Citi Sky; BetaNXT debuts validation platform; and Hamachi.ai platform integrates fpPathfinder planning intelligence.

Lincoln Financial joins Waterlily long-term care platform; IRALogix, Capitalize partner to streamline rollovers; Citi Wealth, Advyzon develop global unified managed...

Congruent Solutions launches CORE PlanSuite; Lettuce Financial acquires Carry’s retirement, investing platform; Finny launches growth-driving agent; and more.

iCapital alternatives accessible on Envestnet UMA platform; SEI releases CIT onboarding platform; and Vanguard launches 2 index equity ETFs.