This edition of the Wealthtech Roundup features Cetera partnering with Income Lab, Archive Intel integrating with Microsoft Dynamics 365, Envestnet updating Tamarac, T3 debuting AI University, DataM Intelligence reporting on quantum computing revenue, Hubly working toward ‘autonomous practice’ with AI integrations, iAltA acquiring BridgeFT, Advisor360° introducing AI-native platforms for firms of all sizes, Fidelis partnering with Opto on private markets, Docupace naming Scott Willette as CTO, TradingBlock merging with Nant, and VRGL partnering with Focus.
Larry's Take
While AI again steals the spotlight and quantum computing gets on the radar of this Wealthtech Roundup, there are other basic but crucial themes threaded throughout this month’s wealthtech news, especially platform integration.
Integration is not as thrilling as AI, but is very necessary for wealthtech to scale and function across platforms: Archive Intel is syncing contacts with Microsoft, Hubly is leveraging multiple integrations for its AI platform and BridgeFT is working to standardize integrations to lower the cost of customized integration.
Separate tools may dazzle on their own, but as music fans know, a band must be completely in sync for an enjoyable performance. Advisors take their integrations very seriously, because unintegrated tools – even great ones – can cost unnecessary time, effort and expense.
If you would like to discuss this Larry’s Take further, including how these trends might impact your business, please contact me at larry.roth@ascentix.com.
Cetera And Income Laboratory Partner On Tax And Retirement Planning
Cetera Financial partners with Income Laboratory to expand the tax and retirement tools available on its platform. With the deal, the approximately 12,000 advisors and institutions in Cetera’s network gain access to Income Lab’s retirement income and planning tools.
Income Lab says its platform surfaces insights in real time and provides ongoing guidance on taxes, Social Security, annuities and markets. In contrast to traditional one-time retirement projections, this dynamic view enables advisors to provide clients with personalized planning while reducing administrative work, the firm said.
“As retirements get longer and client planning needs become more complex, clients need more than static projections; they need guidance that adapts,” said Johnny Poulsen, CEO and Co-Founder of Income Lab. “We’re proud to work with a forward-thinking firm like Cetera to bring dynamic planning to scale. This isn’t just about better software, it’s about helping advisors deliver better advice and help their clients live their best retirement.”
Archive Intel Integrates With Microsoft Dynamics 365 On Contact Syncing
Alpharetta, Georgia-based Archive Intel announces an integration with Microsoft Dynamics 365 for importing and syncing contacts. Users of Microsoft Dynamics 365’s suite of business applications will gain access to automated contact management and continuous syncing of contacts for compliant text-message archiving.
Archive Intel’s AI-driven archiving, monitoring and review tools automatically pull contact data from a firm’s CRM or data lake, reducing the need for manual processes. The integration is available to administrators through the Power Platform Administrator, Dynamics 365 Administrator or Global Administrator roles. Users can choose to sync data daily, weekly or at custom intervals, with imported contacts available through the Organization Contacts tab.
“For regulated firms, consistency and accuracy across communication records are essential, yet manual whitelisting creates unnecessary risk and operational drag,” said Larry Shumbres, Founder and CEO of Archive Intel. “This integration solves that challenge at scale. By automating contact sync from Microsoft Dynamics, we give firms a simple, reliable and efficient way to ensure compliant text archiving across every advisor and employee.”
Envestnet Announces Fourth Quarter Updates To Tamarac Platform
Berwyn, Pennsylvania-based Envestnet announces the latest updates to its Envestnet | Tamarac platform. The latest Tamarac release provides advisors with enhancements to efficiency, security and client experience, the firm said.
The improvements include a faster Trade Review page that allows up to 1,000 accounts per page. Envestnet also replaces the former Report Builder with Report Studio, with capabilities such as pie charts and improved options reporting. It launched Selective Sync, which reduces downtime by permitting selected account updates that don’t trigger overall data refreshes.
“RIAs are being asked to do more for clients with the same, or fewer, resources,” said Chris Todd, CEO of Envestnet. “This release reflects how we’re investing in our Tamarac platform to help advisors reclaim time, improve consistency, and operate with greater confidence as their firms scale.”
AI University Set To Debut At 2026 T3 Technology Conference
Fort Lauderdale, Florida-based T3 Technology Tools for Today announces an AI learning course for advisors and wealth professionals. T3’s new AI University takes place on March 9, 2026, in New Orleans, a day before the main T3 Technology Conference, which is themed “From Noise to Knowledge: The FinTech Playbook for 2026 and Beyond.”
The one-day event offers conference attendees live AI demonstrations and pragmatic implementation advice from industry leaders. Some of the scheduled AI University faculty include Oasis Group CEO John O’Connell, AdvisorEngine Chief Information Officer and Chief Technology Officer Raj Madan and Invent CEO Oleg Tichkevich.
“AI is no longer optional for advisory firms – it’s foundational,” said Joel Bruckenstein, President of T3 Technology Tools for Today. “With AI University, T3 reframes artificial intelligence not as a shiny add-on, but as a core driver of modern advisory business models.”
Global Financial Services Quantum Computing Revenue To Reach $6.3 Billion By 2032
The market for global quantum computing in financial services reached $300 million in 2024 and is expected to soar to $6.3 billion by 2032, surging at a CAGR of 46.5% between this year and then, according to a report by DataM Intelligence. Risk management and cybersecurity are the largest application segment globally, representing about 29% of total market value, or $87 million, in 2024, the report said.
Asset and wealth management were the second largest application area last year, with about 22% of the market, or $66 million. Investment banking followed at approximately 17%, or $51 million, while retail banking and payments held about 20% of the market, or $60 million, according to the company.
“The significant growth signals a fundamental inflection point in the financial sector,” said DataM Intelligence in a news release. “What began as theoretical research and proof-of-concept pilots is rapidly evolving into strategic, production-oriented use cases across risk modeling, portfolio optimization, fraud detection, and cryptography.”
Hubly Aims For ‘Autonomous Practice’ With AI Integrations
Workflow management platform Hubly aims to address the gap between AI and operational execution, according to Hubly's parent company, Docupace. Hubly partnered with Jump, GReminders and Pulse360 “to turn meeting insights into real, executed client work.” The integrations connect tools so advisor activities automatically trigger operational workflows.
The foundation of these integrations is a GraphQL application platform interface (API), developed after Docupace bought Hubly. The announcement stated that this API is designed to address the industry’s “last-mile” problem of moving data into the back office through enabling AI summaries to trigger fitting actions for automatic completion or assignment to the right person.
“The true promise of wealthtech isn’t just about ‘smarter’ tools; it’s about tools that actually do the work alongside the advisor,” said Louis Retief, Co-Founder and Product Owner at Hubly. “By pairing Hubly’s workflow engine with the industry’s best AI and productivity tools, we are closing the loop. Now, an AI assistant doesn’t just take notes — it initiates the client engagement process. A calendar doesn’t just book a time — it assigns the prep work. This is the power of the autonomous practice.”
iAltA Acquires Wealthtech-As-A-Service Company BridgeFT
New York City-based iAltA Holdings acquires BridgeFT, a wealth infrastructure software company. iAltA said BridgeFT is the industry’s first Wealthtech-as-a-Service platform, with an open API for custodians, portfolio systems and back-office providers to access data, analytics and applications.
BridgeFT’s offering will enable firms to simplify their technology and cut application development costs by standardizing data integrations, iAltA said. Custom integrations have been the norm, due to inconsistent data standards and proprietary systems in the industry, the firm said. iAltA is a private markets infrastructure company with financial backing from WestCap.
“iAltA is building the core data and intelligence infrastructure required for wealth managers to operate across both public and private markets,” said Dave Hagen, Chief Commercial Officer of BridgeFT. “BridgeFT was built to solve the hardest data problems in wealth management, and together with iAltA, we’re providing the normalized, scalable foundation the industry needs to deliver better advice, better insights, and better outcomes across the entire wealth ecosystem.”
Advisor360° Launches AI-Native Advisor Platform For Firms Of All Sizes
Needham, Massachusetts-based Advisor360° launches its AI-native operating system for firms of any size. The company said its digital experience — encompassing CRM, onboarding, trading, model management, compliance and reporting — is now accessible to advisors ranging from single-person practices to large, national organizations.
The design of the platform is scalable, allowing advisors to select the capabilities they currently need and turn on additional modules as their businesses grow, eliminating the need to change technology platforms over time, Advisor360° said. The platform offers AI-driven capabilities like streamlined workflows, client service and operations.
“Making our platform accessible to firms of every size marks a significant shift in how technology can support the industry,” said Jason Quinn, Chief Operating Officer and Chief Financial Officer, Advisor360°. “Advisors and home offices need a unified operating system that adapts to their business, accelerates productivity, and delivers the benefits of AI without disrupting daily operations.”
Fidelis Partners With Opto On Private Markets Access
Tampa, Florida-based Fidelis Capital partners with Opto Investments, a private markets platform. Opto’s technology will help Fidelis create private markets funds for its high net worth clients more efficiently, including by automating administrative processes and streamlining subscriptions, capital calls and reporting.
Fidelis was founded in 2022 by former private bankers from Wells Fargo and Bank of America. It is an advisor-owned office with $2.2 billion in assets under management (AUM). Opto was founded by entrepreneur Joe Lonsdale of Palantir and Addepar. It has backing from 8VC and DFO Management.
“Any firm can sign up for one of the big institutional alternative investment platforms, but at Fidelis, we aim to be more thoughtful about the outcome,” said Matt Michaels, Founding Partner and Co-Chief Investment Officer at Fidelis. “Opto provides the flexibility to structure bespoke private funds that align with client objectives, while maintaining the high-touch service standard our families have come to expect.”
Docupace Appoints Scott Willette As Chief Technology Officer
Holmdel, New Jersey-based Docupace announces that Scott Willette will be its next Chief Technology Officer. He will oversee the firm’s engineering organization, platform architecture and long-term strategy. In particular, he will lead the firm’s efforts to develop AI agents for onboarding and account management, create automation tools for surveillance and compensation, and complete its migration to AWS cloud services, the firm said.
Willette brings more than two decades of industry leadership experience, Docupace said. He previously held leadership positions at Litera, PatientPay, Digital Turbine, MicroPact and LexisNexis.
“Reliability, security and operational maturity are not merely aspirations; they are obligations for an enterprise technology partner,” said Willette. “I look forward to leading a talented technology team to build a modern foundation capable of supporting long-term growth and ensuring Docupace remains the standard-bearer for back-office efficiency.”
TradingBlock Merges With New Blockchain-Based Capital Markets Platform Nant
Chicago-based TradingBlock is acquired by a newly-formed, blockchain-based capital markets platform, Nant Global Finance, pending FINRA approval. With the deal, TradingBlock gains access to a network of broker-dealers, transfer agents, exchanges and settlement infrastructure within a blockchain ecosystem.
TradingBlock, founded in 2003, is an online brokerage for active trading of equities, options and futures. The company said it will continue to operate its broker-dealer platform without changes to its tools or customer relationships currently. It serves individuals, small institutions, asset managers, hedge funds and RIAs. Through Nant, TradingBlock plans to explore opportunities in digital securities trading, settlement and tokenization as these markets continue to evolve.
“TradingBlock brings a deep trading heritage and a technology-first culture to the NANT ecosystem,” said Mark Elenowitz, CEO of Nant. “As we build a fully integrated capital markets platform, TradingBlock will play an important role in delivering innovative, compliant trading access for active and professional investors.”
VRGL And Focus Partner On Prospecting, Portfolio Analysis And Client Proposals
Dallas-based VRGL and New York City-based Focus Financial Partners announce a strategic partnership to provide VRGL’s prospecting and portfolio analysis platform to Focus advisors. The platform combines data extraction, analytics and client proposals in a unified workflow, VRGL said.
VRGL’s client acquisition capabilities include collecting and organizing portfolio data, analyzing client accounts and preparing proposals. The firm says its platform integrates with clients’ risk tolerance assessment processes in order to align proposals with clients’ risk profiles. VRGL’s other clients include Steward Partners, Prospera Financial Group and Sequoia Financial Group, it said.
“Focus is committed to equipping advisors with the solutions they need to consistently deliver a premium experience when interacting with prospective clients,” said Aaron Grey, Chief Experience Officer at Focus Partners Wealth, a business unit of Focus Financial Partners. “We are confident that VRGL will give advisors a more efficient and compelling way to prepare for prospect and client meetings.”
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