In this edition of the Wealthtech Roundup, AlTi partnered with Nevis for advisor AI tools, Orion and Flourish expanded their cash management integration, Envestnet announced multiple platform and planning enhancements, Asset-Map integrated with Contio, VastAdvisor connected with three CRM systems, FIS partnered with InvestCloud, Field launched under Bill Crager, FMG introduced an internal AI system, Dispatch launched transition software, Hightower selected Zocks as its AI assistant, Mili integrated with TradePMR’s Fusion platform, and SEIA expanded AI-enabled advisor workflows and appointed Advait Kulkarni to lead technology integration initiatives.
Editor in Chief's Take:
As AI use cases and tools continue to develop, the roles that humans will play in the future also become clearer. Several stories in this month’s roundup demonstrate that the advisor remains central to understanding client needs and applying professional judgment. AI is one of the most powerful technologies ever invented, but it is still just a tool in human hands.
– Julius Buchanan, Editor in Chief, Wealth Solutions Report
AlTi To Deploy Nevis AI Platform Across Advisor Network
AlTi Global announced that it will deploy Nevis, an AI platform for wealth management, across its global advisor base. The company said advisors and support teams will use the platform to manage meetings, administrative tasks and operational processes. AlTi, which manages or advises on $90 billion in combined assets and has more than 450 professionals globally, serves families, foundations and institutions.
The firm said it selected Nevis after evaluating the market, citing the platform’s ability to connect systems without disrupting existing workflows and the support provided during implementation. Nevis automates workflows including meeting preparation, client follow-ups and custodian account opening. Founded in 2024, the company has raised $40 million from investors including Sequoia Capital, ICONIQ and Ribbit Capital.
“The wealth manager of the future will be able to pair emotional intelligence and investment expertise with the operational agility that AI provides,” said Nancy Curtin, CEO of AlTi. “Our partnership with Nevis reflects our conviction that responsible use of technology is critical to meeting the needs of our advisors and our UHNW client base as they navigate the growing complexities of wealth in today’s world.”
Orion And Flourish Expand Integration For Client Cash
Orion and Flourish expanded their integration to let advisors initiate Flourish Cash invitations from within Orion, pre-fill client information for account opening and incorporate eligible cash account data into Orion reporting and planning workflows. Once a client opens a Flourish Cash account, related data can flow into Orion and Orion Planning alongside other held and held-away assets.
The integration lets advisors access Flourish functions through Orion tools including Portfolio View and Portfolio Audit. The firms said the expanded workflow provides visibility into cash for planning discussions involving cash flow, distributions, windfalls and excess cash management. Flourish works with more than 1,200 RIAs representing over $2.6 trillion in assets under management (AUM) and custodies more than $8 billion in assets.
“Cash is a critical part of a client's financial life, and it belongs in the advisor’s workflow,” said Reed Colley, President of Orion Advisor Technology. “This integration makes that a reality. Advisors can now invite clients to Flourish Cash directly from Orion, streamline onboarding with pre-filled information, and incorporate cash balances into planning and reporting for a truly holistic view of the household.”
Envestnet Announces Platform, MoneyGuide And Investment Updates
Envestnet Wealth Solutions announced enhancements involving alternative investments, Advisor Traded Sleeve technology and its ActivePassive portfolios at its Elevate 2026 conference. Since introducing unified managed account-eligible interval funds in March, the company expanded that lineup to nearly 30 strategies spanning private credit and infrastructure. Envestnet also said its ActivePassive PMC ETF portfolios reached more than 27,000 accounts and $4.84 billion in AUM as of March 31.
Envestnet | MoneyGuide introduced AI Summarize in Plan Notes and planning-tool updates intended to support advisor preparation and scenario analysis. The MoneyGuide integration brings plan data including risk, held-away accounts, goals and net worth into Envestnet Wealth Management Platform proposal workflows and client records. Additional updates include revised asset allocation analysis, Benefits of Strategies comparisons and new planning strategies involving depreciation, required minimum distributions, deductions and deferred compensation.
Envestnet also announced Wealth Management Platform enhancements, including AI-based data import from uploaded PDF statements and AI explainability features across dashboards. Other updates include automated tax-loss and gain harvesting requests, customizable investment strategy proposal pages subject to firm approval, centralized notifications, updated navigation tools and changes to dashboard management.
Asset-Map Integrates Contio Meeting Tools
Asset-Map announced an integration with Contio that lets advisors launch Contio within Asset-Map to capture meeting notes and action items, then access prior conversation summaries through a household’s meeting catalog. Asset-Map provides a visual representation of a household’s financial information, while Contio’s MeetingOS platform is designed to support preparation, documentation and follow-through around client meetings.
Advisors without an existing Contio account receive one when enabling the integration, according to the announcement. The free plan includes up to 20 meetings per month and provides agenda planning, document and data attachments, attendee sharing, AI-generated notes, AI-generated action items and calendar integration. Asset-Map said it has mapped more than 2 million people and $3.4 trillion in financial instruments.
“The advisors who will win the next decade are those who use technology to become more present, not less,” said H. Adam Holt, CEO and Founder of Asset-Map. “Contio helps advisors show up to every meeting prepared and leave every meeting accountable. Asset-Map gives clients the visual clarity to make confident decisions. Together, this partnership represents exactly the kind of AI-forward integration that elevates what a financial advisor can deliver.”
VastAdvisor Adds Integrations With Three CRM Systems
VastAdvisor launched native integrations with Salesforce Financial Services Cloud, Microsoft Dynamics 365 and HubSpot. The company said the connections bring its advisor intelligence functions into CRM environments already used by advisory firms, rather than requiring teams to transfer data into another system. The integrations are available to customers on VastAdvisor’s Professional and Enterprise tiers.
The Salesforce integration provides bi-directional synchronization of contact records, opportunity stages and activity history, while the Microsoft Dynamics integration connects with Dynamics Sales and Dynamics Customer Insights. The HubSpot integration provides contact and deal synchronization for RIAs and independent practices using that system. VastAdvisor said administrators configure and authorize the connectors through a unified connector framework.
“The CRM is the nerve center of an advisory firm’s client relationships,” said Ian Karnell, Co-Founder and CEO of VastAdvisor. “Our job is to make VastAdvisor’s growth intelligence available exactly where advisors are already working — not to ask them to change how they operate. These integrations close the last meaningful gap between where client data lives and where growth opportunities get acted on.”
FIS And InvestCloud Partner On Digital Wealth Solution
FIS and InvestCloud announced a long-term partnership to provide FIS digital wealth solutions, which combine advisor tools, client-facing digital experiences and AI capabilities in a connected environment. The companies said the offering is designed to provide advisors and clients with a broader view across trust, advisory and externally held accounts while integrating with FIS core wealth processing platforms.
The solution uses InvestCloud’s Advisor Workspace and Client Experience capabilities and integrates with FIS platforms through FIS Code Connect. The companies said institutions can modernize front-office capabilities without replacing existing infrastructure. The system includes security controls, audit capabilities and data governance features, while its AI safeguards are designed to prevent client data from being stored or used to train models.
“Financial institutions want to modernize the wealth experience without disrupting the foundation they've built,” said Jim Johnson, Co-President, Banking Solutions at FIS. “With InvestCloud, we’re giving clients the flexibility to deliver an intelligent front office while continuing to rely on the FIS platforms that already power their operations.”
Field Launches Under Bill Crager
Field launched as a wealth management technology company led by Bill Crager, Co-Founder and CEO of Field, Former CEO of Envestnet and Founding Partner of iAltA. The company said its platform connects and interprets data generated across systems used by advisory firms, including portfolio management, financial planning, CRM, compliance and billing applications.
The platform is built on two acquisitions made through iAltA: BridgeFT, a wealthtech API platform providing multi-custodian data connectivity, normalization and delivery, and Precept, whose integration technology connects data across custodians, CRMs, planning tools and alternative investment platforms. Field said its recently acquired AI integration layer is intended to support coordination, automation and insight across connected systems.
“I spent my career watching this problem grow,” Crager said. “The tools got better every year. But the ground beneath them still hasn’t been properly built. Field exists to be that ground.”
FMG Launches Marketing Intelligence System
FMG launched its Marketing Intelligence System, an internal AI-based platform designed to support teams serving financial advisors, insurance professionals and enterprise partners. The San Diego-based marketing technology company said the system provides employees with access to approved sales materials, customer proof points, product information, campaign assets and institutional knowledge through natural-language search and AI-assisted retrieval.
FMG said it is applying AI to sales, marketing and customer-facing workflows to connect internal execution, product development and customer outcomes. The company’s platform serves more than 80,000 financial advisors, insurance professionals and supporting enterprises. Its customers include RIAs, independent broker-dealers, wealth management firms, banks, credit unions, insurance organizations and individual producers.
“For years, there were problems we wanted to solve for advisors and enterprises that had been marked as impossible and left on the shelf, but AI has changed that,” said Dave Christensen, CEO of FMG. “With AI woven into how FMG builds, sells, and serves, the Marketing Intelligence System is one of many examples of how FMG now operates as an AI-first company.”
Dispatch Launches Advisor Transitions Software
Dispatch launched Advisor Transitions, a software solution designed to help move advisors, client accounts and client assets between firms. The new offering is the fourth core workflow on Dispatch’s data platform, following account opening, client onboarding and real-time data synchronization. The system supports full re-paper transitions, protocol and non-protocol transitions, Fidelity, Pershing and Schwab accounts, and firm forms.
Advisor Transitions standardizes and cleans unstructured client data from source systems and documents, then uses AI to merge, match and reconcile records across custodians, CRM systems and financial planning tools. The system also lets teams generate firm and custodial forms for signatures, open parallel accounts with multiple custodians and maintain synchronized data across the firm’s technology systems.
“Transitions are among the most operationally complex workflows in wealth management, and until now, the industry hasn’t had purpose-built software to manage them on,” said Rob Nance, CEO and Co-Founder of Dispatch. “Firms have been forced to choose between a custodial program they may not qualify for and a manual process built on spreadsheets and people. We built Transitions to give them a third option.”
Hightower Selects Zocks As Exclusive AI Assistant
Zocks and Hightower announced a partnership making Zocks the exclusive AI assistant offered to Hightower financial advisors. The companies said Hightower advisors can use Zocks to automate administrative and operational work, including capturing information from client conversations, creating structured data and synchronizing information across systems including Salesforce, financial planning tools and portfolio management applications.
Hightower selected Zocks after an initial pilot program involving two AI platforms, according to the announcement. Zocks is designed to support meeting preparation, follow-up tasks, planning-tool data entry and forms including client intake and account-opening documents. Hightower cited two-way integrations, enterprise-wide client insights, custom support and controls addressing data governance, privacy and compliance requirements.
“Hightower has made significant investments in building a highly customized wealth platform designed to help our advisors deliver an exceptional client experience at scale,” said Larry Restieri, CEO of Hightower. “Zocks stood out as an AI technology partner because of its advanced analytics, integrations, security, and compliance capabilities. By embedding Zocks into our core workflows, we are enabling advisors to serve clients with even greater precision, speed, and care.”
Mili Integrates With TradePMR’s Fusion Platform
Mili and TradePMR announced an integration that brings Mili’s AI-based advisor workflows into TradePMR’s Fusion platform. The companies said the integration enables advisors to move from client meetings to trade orders, pre-filled forms and CRM updates within their workflow. Mili captures client meeting information, prepares supporting documentation and connects with custodial systems used to implement advisor actions.
The integration includes real-time meeting notes without recording conversations, meeting preparation drawing from existing client data and pre-filled TradePMR forms with not-in-good-order verification across more than 35 form types. It also includes document parsing across 45 document types and natural-language search across TradePMR’s Insight documentation. Automated account opening and ACAT transfer workflows are listed on the firms’ roadmap.
“What advisors want from AI is not better notes. It is the system that connects what happens in a client meeting to what happens after it,” said Chirag Gandhi, Co-Founder and CEO of Mili. “Mili is built around that, and the integration with TradePMR is the first time it runs across a custodial workflow in one continuous loop.”
SEIA Expands AI Tools, Appoints Technology Executive
Signature Estate & Investment Advisors (SEIA) announced that it is incorporating AI-enabled tools into advisor workflows and appointed Advait Kulkarni as Senior Vice President of Technology Operations. The Los Angeles-based wealth management firm said Kulkarni will lead technology capabilities including the development and integration of tools intended to streamline workflows, reduce manual processes and support advisor productivity and client service.
SEIA said its platform initiatives involve connecting financial planning, tax coordination and estate strategy, while using AI functions to digitize and analyze client documents, summarize portfolio changes and discussion topics before client conversations, and reduce time spent on manual processes. Founded in 1997, SEIA has 31 offices nationwide and has been backed by Reverence Capital since 2022.
“Technology should enhance how advisors serve clients—not replace it,” Kulkarni said. “Our focus is on building solutions that are practical, integrated into existing workflows, and ultimately help advisors deliver improved client experiences at scale.”
Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.
