Davis Janowski

The new managed data environment helps firms integrate investment data across systems, enabling AI-driven workflows and analytics for more than 1,400 clients.

Plus, Smarsh rolls out AI compliance tools, Merit approves Advisor360°, RedBlack integrates with CAIS and InspereX debuts its Aria Insights Hub.

The supervision platform uses contextual analysis to flag potential violations in communications, significantly cutting review time while identifying more issues.

The fintech giant claims its autonomous AI technology, tested across 40-plus clients since 2024, can cut operational costs by up to 30% for new adopters.

The $9 trillion platform provider also enhanced Addison AI and introduced new private markets functionality, while YourStake acquired First Affirmative and Envestnet upgraded MoneyGuide.

Combining two recent acquisitions of iAltA, the new firm will build the wealth intelligence and data layer needed by RIAs.

Dispatch's new software compresses advisor transitions from months into weeks, cutting onboarding time

Serial entrepreneur Milind Mehere has co-founded and run several successful technology companies, including YieldStreet, and Yodle and recently launched his own AI firm.

Vestmark's Pulse tool captured the Audience Choice Award at the annual Wealth Management EDGE conference; the competition showcased the work of a dozen providers.

The RIA provides advisors with Anthropic's Claude tools for portfolio analysis, meeting prep and prospecting while maintaining compliance guardrails and data security.