Tag: Product & Service Launches

Morningstar Wealth, Envestnet expand adviser access to public and private markets; Betterment debuts unified managed accounts; Macquarie launches infrastructure education...

Vanilla launches mobile notary service; Vida partners with AVANT on AI agent platform; and Zocks releases Claude plug-in.

Ascensus launches workplace-to-wealth platform; Libretto releases insights hub for financial advisers; and Arch extends AI portfolio monitoring to pre-investments.

Milliman launches AI solutions practice; Deloitte expands AI capabilities with M&A platform; Betterment provides AI-powered client onboarding; and more.

Savvy Wealth launches custodial platform; State Street expands MyIncome ETF suite; FINRA, NFA cross-link investor protection databases; and more.

Smarsh adds agent, MCP server; Trading Central launches MCP server; and Evergreen Wealth CEO launches Evergreen.ai.

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.