Tag: Product & Service Launches

Envestnet updates 3 platforms; Nestimate, Nationwide partner on TDF, lifetime income evaluation; Equitable debuts TDF series and bitcoin-linked RILA; and...

Anthropic launches Claude for Financial Advisors; Conquest offers AI financial advice platform; FINTRX launches  agent for investment professionals; and more.

Edelman launches integrated plan service for small, midsize employees; Income Lab offers withdrawal optimizer; Orion expands Advisor Trading platform; and...

Amplify Technology partners with Brookwood Investment Group and TMX Group completes acquisition of RAFI Indices.

Boosted.ai introduces AI investment committee; iPipeline rolls out API hub; Alliant Insurance acquires Nava to create AI model; and more.

Finny launches ‘Pay-as-You-Grow’ pricing for advisers; Equity Trust uses Crowd Street’s private market investment platform; Stash and Capitalize announce new...

SEI partners with Zocks; Mili, Holistiplan collaborate on AI-powered tax planning; Schwab Advisor Center Incorporates Zeplyn AI System; and more.

Vanguard releases customizable model portfolios; Feathery launches wealth management AI tool; and more.

UBS invests in Finster AI; Amplify Technology partners with Ned Davis Research; Integrity makes 2 new AI partnerships; and more.

Orion adds fractional share trading for Schwab Advisers; SEI launches large-cap ETF; my529 extends incentiFive savings incentive program; and more.

WealthReach acquires AdvisorRankings; Zocks launches scheduling tool for adviser workflows; Retirement Health Solutions joins Integrity; and more.

Vise partners with Alpha Architect for portfolio modeling; FinTurk launches FormFiller, CashSweep for advisers; and OneDigital selects JiffyAI for investor...

Zeplyn launches AI-powered adviser coaching; Envestnet unveils adviser wealth trading capability; Fidelity expands SMA lineup for wealth management firms; and...

D1g1t launches MCP servers for advisers; Smartria releases SmartArchive for communications; and Mariner partners with Humanity Lab for AI workforce.

American Beacon, Mercer collaborate on model portfolio solutions; T. Rowe Price launches actively managed crypto ETF; Vanilla unveils concierge trust...

Voya Partners expands SinglepointAI partnership; Amplify launches custody solutions for RIAs; First Recon AI rolls out security platform; and more.

Vanguard offers adviser framework to Envestnet; BlackRock Aladdin expands private markets benchmarks, indexes; Bloomberg provides pre-trade analysis API; and more.

Candidly releases Trump Accounts guidance; OakPath launches personal coach ‘Aggi’ for retirees; and Vestmark opens AI research center.

Ascensus adds Roth options to SIMPLE IRA plans; MissionSquare to offer debit cards for health savings accounts; and more. 

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