Davis Janowski

Advyzon AI is designed to understand advisor workflows and integrate natively across the wealth management platform's operations

Hailin Li, founder and chief executive officer of Advyzon You can find original article here WealthManagement . Subscribe to our free daily WealthManagement newsletters

Zeplyn's new feature automatically scores advisor meetings and delivers coaching tips without manual transcript review

You can find original article here WealthManagement . Subscribe to our free daily WealthManagement newsletters

Orion CEO Natalie Wolfsen outlined the firm's expanding AI strategy as the wealth technology provider reports strong growth, with $6.6 trillion in assets on its platform and $211 billion in wealth assets. Orion's Denali AI platform now offers three tiers: embedded AI features, customized AI solutions and enterprise-wide AI capabilities. Wolfsen said the flexible approach allows firms to adopt AI based on their needs while improving advisor productivity. She highlighted tools like Query Studio, which lets advisors analyze client data using natural language. Orion is also investing heavily in cybersecurity, AI governance and data infrastructure as AI adoption accelerates across wealth management.

monsitj/iStock/Thinkstock You can find original article here WealthManagement . Subscribe to our free daily WealthManagement newsletters

Advisors need to scrutinize vendor integrations, pricing stability, financial backing and certification standards before committing

Khanchit Khirisutchalual/iStock/Getty Images Plus You can find original article here WealthManagement . Subscribe to our free daily WealthManagement newsletters

Astraeus raised over $10 million and joins a growing field of AI providers targeting wealth management with infrastructure solutions

The custodian and tech provider's new tool creates plans in minutes, automating workflows that previously took advisors hours