Tag: Product & Service Launches

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.

BetaNXT launches InsightX; GWN Securities taps Advisor360’s Parrot AI for adviser workflows; Jump expands partnership with Perennial Financial Services for...

NFP launches digital insurance platform and Zephyr expands custodial data aggregation for advisers.

Zocks partners with Cetera, launches MCP; ProCap acquires CFO Silvia; RiskDNA launches all-in-one platform for advisers.

Capitalize launches 401(k) rollover platform; FNZ introduces premium service model; RiskDNA launches AI-native risk intelligence platform; and more.

Jump launches agent for advisers; Merrill and Bank of America introduce meeting tool; Mangrove Technologies rolls out digital asset ecosystem;...

iCapital partners with Aladdin Wealth, acquires Hexure; Manulife offers access to L&G investment solutions; Vanguard rolls out ETF suite; and...

Zocks releases life insurance assistant; Datalign launches wealth management agents; WealthFeed enhances prospecting; and more.

RFG launches ClickONE command center; NEPC launches a pooled employer plan; Lincoln Financial adds annuity solutions; and more.

Transamerica’s new  assistant consolidates retirement accounts; Manulife partners with Akka; FaybI AI agents offered in US; and more.

Morningstar introduces AI assistant embedded in adviser workflow; Wealthbox CRM platform adds 3 AI features; FutureVault unveils AI insights engine;...

Prudential launches insurance overlay on Franklin Templeton platform; Fidelity debuts new model portfolios; RightCapital releases AI-powered tool; and more.

F&G Annuities joins Voya Financial’s annuity platform; Vanguard adds 17 funds to investor choice program; and more.

American Beacon, Cordillera team up to deliver private market solutions; STOXX, DWS collaborate on ETF; Bloomberg offers SOFR swap futures...

ISS Market Intelligence acquires family office data platform; Alphathena and Evergreen Wealth will deliver tax-aware direct indexing; and more.