In this edition of the Wealthtech Roundup, Anthropic announced tools connecting Claude with advisor technology; Envestnet expanded Tamarac investment and platform tools; Orion expanded trading and provider connectivity; Jump introduced real‑time account opening; Ritholtz selected Hadrius for Claude oversight; Feathery launched a workflow assistant; Robinhood and TradePMR rolled out portfolio summaries; Betterment launched an onboarding document reader; Bento Engine opened advice content to AI agents; Cerulli examined AI adoption and hiring; Vanilla announced estate planning agents; and Amplify updated risk documentation, trading and client access.
Anthropic Connects Claude With Advisor Technology
Anthropic announced Claude for Financial Advisors, an AI offering that connects with advisor technology and provides tools for research, meeting preparation, portfolio analysis and documentation. Advisors select the services they want to connect during setup. The bundled plugin connects with providers including Addepar, BlackRock, Schwab, Envestnet, iCapital, Orion, Wealthbox, Wealth.com and Zocks, bringing information from connected systems into Claude.
Schwab’s connector provides access to balances, positions, transactions, cost basis, alerts and money‑movement status. Anthropic said advisors can use that information to prepare reviews and identify clients needing attention. The company said advisors remain responsible for reviewing and approving investment recommendations, client communications, compliance determinations and other regulated activities. Separately, Dynasty Financial Partners is embedding Claude models in its own advisor desktop.
Jon Beatty, Managing Director and Head of Schwab Advisor Services at Charles Schwab, said, “Anthropic is building AI at the frontier of what’s possible. Bringing this solution directly to our clients, purpose‑built for the environment they operate in, is how we help advisors claim the next frontier of advice.”
Envestnet Expands Tamarac Investment And Platform Tools
Envestnet raised its technology investment in Tamarac to 2.5 times its prior level, including a $35 million investment, as part of its five‑year, $1 billion research and development (R&D) commitment. The company introduced Report Studio for RIAs and expanded reporting, financial planning and investment capabilities. Report Studio is available, while its AI‑enabled version was offered for preview and beta signup, with general availability planned for later this fall.
Its third technology release of 2026 also adds a customizable Wealth Management Platform dashboard, account‑template configuration tools and an expanded widget library. Tamarac updates include branded reporting, planning data from MoneyGuide, client portal changes and trading‑reserve data within its customer relationship management (CRM) system. AI‑assisted report migration and a natural language account‑data agent are in beta. Early dashboard opt‑in for larger clients was scheduled to begin in mid‑September.
“This is the start of a sustained, multi‑year push built specifically for RIAs,” said Sean Meighan, Vice President and Head of RIA Distribution at Envestnet. “The pace of investment we’re putting behind Tamarac is meant to set the pace for the entire RIA industry, and the capabilities we’re introducing give advisors real time back to focus on what actually grows their business: their clients.”
Orion Expands Advisor Trading And Provider Connectivity
Orion expanded its Advisor Trading tool to give individual advisors trading and rebalancing tools within their existing workflows while firms retain feature‑level permissions and oversight. The workflows connect with its Portfolio View tool and support custodians served by Orion, including fractional shares where available. The company also announced expanded connectivity for integration providers across Orion Connect and Redtail CRM, through application programming interfaces (APIs), data sharing and planned access through Model Context Protocol (MCP), which connects AI tools to external systems.
Participating providers will receive marketplace visibility, integration certification, a development testing environment, defined rate limits, published support commitments and advance notice of changes. Orion said firms continue to own their data, with access governed through certified integrations and defined standards. Its roadmap includes more granular data access, the Denali Gateway Portal and additional AI capabilities. An AI Trading Assistant is planned for later this year.
“We recently launched our first MCP connector with Claude, giving advisors a secure way to connect AI to Orion, and we’re expanding MCP access to our integration providers in the coming weeks,” said Reed Colley, President of Orion Advisor Technology. “It’s part of Orion’s 2026 R&D investment, the largest in our history, and it’s focused squarely on AI.”
Jump Introduces Real‑Time Account Opening With Two Custodians
Jump introduced AI‑assisted, real‑time account opening supporting Schwab Advisor Services and Fidelity, with the Fidelity connection facilitated by Dispatch. Jump said the workflow draws information from meetings, documents, forms and CRM records to prepare applications during client conversations. The capability will be available in limited beta to Jump customers.
The system can capture missing information during a meeting, populate application fields and send documents digitally for signature after advisor and client review. It extends Jump’s earlier account‑opening tools, which prefilled fields from connected systems. A separate Docusign‑based option supports a broader range of forms and account types. Jump’s Schwab integration also supports asset‑transfer initiation, bank‑transfer profiles and firm‑specific forms within one digital envelope.
“The reality is that once a firm reaches any level of scale, it’s rarely working with a single custodian, and client data is scattered across meetings, emails, CRM records and forms,” said Tim Chaves, President, Chief Operating Officer and Co-Founder of Jump. “Onboarding only gets fast when all of that is united in one place. That’s what Jump does.”
Ritholtz Selects Hadrius For Claude Oversight
Ritholtz Wealth Management selected Hadrius to monitor Claude Enterprise usage and data access and archive employee interactions with the AI system. The arrangement supports deployment of Anthropic’s enterprise chatbot throughout the RIA’s workforce. Hadrius said the partnership began when Ritholtz sought AI oversight aligned with SEC requirements. Ritholtz reported overseeing more than $9.4 billion for individuals, high net worth clients and institutions.
The monitoring tool connects with Claude’s Compliance API and provides real‑time usage metrics and automated archiving intended to support securities regulators’ recordkeeping requirements. Ritholtz also plans to consolidate its non‑AI communications archives onto Hadrius as part of the rollout. Hadrius described the system as bringing employee AI activity into the compliance infrastructure used for other communications, with records that can be searched and reviewed.
“We know our people are going to use these tools, and we want them using the best ones with the right guardrails in place,” said Josh Brown, CEO of Ritholtz Wealth Management. “The question was how do we give everyone access to Claude while giving our compliance team the visibility and controls they need? Hadrius understood that immediately. They built the infrastructure that lets us embrace this technology nimbly and responsibly.”
Feathery Launches AI Assistant For Operational Workflows
Feathery launched Robin, an AI operations assistant for wealth management, insurance and banking firms that builds and modifies workflows from plain language instructions. Teams describe a business requirement, and Robin translates it into a structured workflow using Feathery’s existing building blocks. Users can review and change the result in a visual builder and subsequently adjust it through conversation as their requirements evolve.
Within wealth management, Robin can support client onboarding, account opening and advisor transitions. Once a workflow is running, it uses data, documents and context from connected systems to answer questions, identify issues and recommend actions, according to Feathery. The assistant operates within the company’s workflow infrastructure, including integrations, document analysis, interface design, workflow logic and enterprise controls, rather than functioning as a separate chat tool.
“For too long, firms have had to adapt how they operate to the software they use, relying on vendors or IT teams to make every change,” said Peter Dun, Co-Founder and CEO of Feathery. “Robin changes that relationship by giving the people closest to the business more direct control over how their technology works.”
Robinhood Cortex Portfolio Digest Rolls Out In Fusion
TradePMR began rolling out Portfolio Digest, the first Robinhood Cortex for Advisors feature, to RIAs using its Fusion platform. The AI‑generated summaries provide context on client investments without an additional subscription or login. Access is enabled through a firm’s practice administrator. The feature is advisor‑facing and is not intended to replace client statements, formal performance reports or advisors’ investment analysis.
Each digest summarizes account or household assets and weekly dollar and percentage changes, then provides market context and security‑level explanations. Holdings are identified by their percentage movement or dollar contribution to portfolio changes. TradePMR said the tool provides information rather than investment advice or trading recommendations, with advisors retaining investment discretion. Tax Insights and Meeting Prep features are planned for the fourth quarter.
Scott Victoria, President and Chief Operating Officer of TradePMR by Robinhood, said, “Robinhood Cortex for Advisors is built to help advisors have deeper, more proactive conversations with clients while helping reduce the time it takes to track down the relevant information that defines portfolio movement.”
Betterment Adds AI Document Reader To Client Onboarding
Betterment launched an AI document reader within Betterment Advisor Solutions’ client onboarding process. Advisors can upload a client’s brokerage statement and have AI populate an account‑transfer request, replacing manual entry of the statement’s information. They then review the details and select the destination portfolio strategy within the same workflow. The document reader is available to all advisors on the company’s RIA custody platform.
The company said the feature follows its privacy and security standards, including encryption of sensitive information and a prohibition on using customer information to train AI models. It joins AI features for retail investors, including an account recommender and portfolio insights, and a plan benchmarking tool for retirement plan sponsors. Betterment plans additional AI applications across its retail, advisor and workplace businesses before the end of 2026.
“The custody and trading infrastructure that powers our platform is the next frontier for innovation, and advisors have told us specifically how they’d like to evolve their work,” said Sarah Levy, CEO of Betterment. “With their input, we’re on course to make our data available to agentic workflows in our advisor application before the end of the year, followed by an MCP release.”
Bento Engine Opens Advice Content To AI Agents
Bento Engine launched an MCP layer that gives AI agents real‑time access to its advice‑content library. Built for enterprise buyers, large RIAs and fintech companies, the connection lets firms incorporate content covering life events and age‑based milestones into workflows operated by AI agents. Bento said the layer uses existing compliance, governance and approval processes, with firms controlling which agents can access particular content and in what context.
The company identified potential uses including preparing client meeting presentations, displaying personalized advice in client portals, retirement‑plan engagement, advisor- and client‑facing chatbots and outreach campaigns. The MCP layer extends Bento’s existing distribution through APIs into nine CRM systems, including Salesforce, Redtail, Wealthbox, Tamarac, SS&C Salentica, Microsoft Dynamics, Practifi, XLR 8 and HubSpot. Bento said the new access preserves oversight and auditability as agents retrieve and use its content.
“Enterprise firms are moving fast in putting AI agents to work, and they need a way to feed those agents with quality, trusted, and compliant content,” said Philipp Hecker, Co-Founder and CEO of Bento Engine. “Our MCP layer is that connective tissue and something that the financial services ecosystem is increasingly embracing, so we wanted to meet firms where they’re at and where they’re going.”
Cerulli Research Finds RIAs Plan Hiring As AI Expands
RIAs surveyed by Cerulli Associates are more likely to use AI to increase service capacity than reduce advisor staffing, according to its State of Wealth Management AI Adoption study with Vista Equity Partners. Over the next two years, 73% expected to add junior advisors, 67% client service associates and 56% senior advisors. Nearly two‑thirds reported reduced administrative work, while 46% cited better client communication.
The study surveyed 68 RIAs between May and July 2026 and included more than 20 interviews with executives, technology leaders and senior advisors. Respondents represented about $1.2 trillion in assets under management. Half of firms were classified in the lowest AI‑maturity tier, with 38% scaling and 12% in the highest tier. Cerulli identified governance, ownership, training and measurement as characteristics of firms with more developed AI practices.
“AI is transforming the way wealth management firms do business, from managing client relationships to running daily operations,” said Dan Parant, Managing Director, Global Head of Private Wealth Solutions at Vista Equity Partners. “This research confirms what we’ve seen firsthand, that the firms capturing the greatest advantage are pairing that transformation with real operating discipline.”
Vanilla Plans AI Agents For Estate Planning
Vanilla announced an expansion of its estate planning AI, VAI, with specialized agents designed to read documents, build client profiles, identify discrepancies and flag planning opportunities for advisor approval. The company announced a preview at Future Proof Festival, with general availability planned for later this year. The agents are intended to examine an advisor’s entire client book and identify matters requiring attention.
Potential issues include unfunded trusts, outdated beneficiary designations and insurance coverage that falls short of an estate’s tax liability. Vanilla said its existing extraction and modeling engine remains the basis for planning calculations, with agents extending its use. The company said conclusions will be linked to source documents, client‑identifying data will not reach a language model and client data will not train underlying models. Vanilla said VAI will not advise clients directly or replace an attorney.
“VAI will be a coach for the advisor, catching what matters across the whole book, showing them where they can create real value for a client this week, and handing back the reasoning so they can walk into the room looking like an expert,” said Gene Farrell, President and CEO of Vanilla. “The advisor decides what to do about it, because they’re the one with the relationship and the license.”
Amplify Updates Risk Documentation Trading And Client Access
Amplify Technology introduced updates to risk documentation, trade management and client portal access. Advisors can now record risk tolerance for an individual account alongside a household score using existing questionnaire templates and scoring. The account list displays each account’s status, score source, custodian, latest questionnaire date and portfolio and tolerance scores, allowing account‑specific information to remain visible alongside the broader household profile.
Its Trade Management tool consolidates trading activity in one location, with additional rebalancing modes, account filters, visible target weights and lower execution drift reserves on equity sales. Advisors can also invite clients to the Addepar portal from Amplify’s Clarity/CRM interface. Clients use their Amplify credentials to access the portal through a single sign‑on, rather than maintaining another account and set of credentials.
“We’re constantly refining the platform, and this September release reflects a number of important changes we’ve made to improve that experience,” said Jack Martin, Chief Marketing Officer of Amplify. “It’s also setting the stage for what’s next: a new release coming that’s designed to redefine the digital onboarding experience.”
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