In this edition of the Wealthtech Roundup, WealthReach announced an integration with SageContent and a partnership with VastAdvisor, Feathery launched a proposal generation tool, FINNY introduced outcome-based pricing, NewEdge reported early firmwide use of Claude, DeepVest launched a market tracker, SEI partnered with Zocks, Mili integrated with Holistiplan, AmeriFlex announced that its Scout succession program was in testing, Practifi launched an AI-native CRM, AssetMark introduced a talking points tool, Osaic appointed a Chief AI & Technology Officer, and FP Alpha enhanced its tax tools.
WealthReach Announces SageContent Integration And VastAdvisor Partnership
WealthReach announced an integration with SageContent that converts advisor videos into website blog posts and transcripts intended for traditional and AI search. It also announced a partnership with VastAdvisor that transfers identified website visitors and people searching relevant topics into VastAdvisor for paid digital campaigns. Both offerings are available to mutual clients of the companies.
The companies said the SageContent connection also works in reverse, using WealthReach content intelligence to identify topics and send them to SageContent for script generation. The VastAdvisor relationship uses WealthReach intent signals to help firms build retargeting audiences across Google, Meta and LinkedIn.
Michael Barrasso, Co-Founder and CEO of WealthReach, said, “Targeting prequalified prospects means a firm’s marketing budget stops being spent in a spray-and-pray fashion and starts going toward those most likely to become clients. This means better engagement, higher conversion rates and less time and money wasted on cold outreach.”
Feathery Launches Proposal Generation Tool
Feathery launched its AI-powered Proposal Generation solution for wealth management firms. The company said the tool is designed to help advisors create personalized proposals for clients and prospects by bringing client data, planning documents, advisor expertise and firm-approved templates into one workspace.
Feathery’s AI assistant, Robin, uses the assembled inputs to draft proposals, and teams can discuss a proposal with the assistant in natural language and request revisions. The company introduced the product after announcing in July that it had raised $30 million in total funding, including a Series A, from Portage Ventures, Index Ventures, Allstate Strategic Ventures, Clocktower Ventures, Erie Strategic Ventures and Bain Capital Ventures.
“Wealth firms know how to deliver personalization that’s unique to each client’s financial situation but doing so takes time and requires significant collaboration across different groups in an organization,” said Peter Dun, Co-Founder and CEO of Feathery. “Feathery helps firms bring together their collective expertise and remove operational complexity so they can deliver more personalized experiences while reducing manual work.”
FINNY Introduces Pay-as-You-Grow Pricing
FINNY announced Pay-as-You-Grow, an outcome-based pricing model that gives advisors unlimited platform access for $50 a month, plus a small share of assets brought under management with FINNY’s assistance. That additional payment lasts only while those clients remain with the advisor.
FINNY previously charged annual subscriptions of either $6,000 or $12,000. Advisors can join a waitlist for the new program, while existing users will be grandfathered in and may switch when eligible. FINNY said its integrations with custodians and portfolio-reporting platforms cover an estimated 85% of assets custodied by U.S. RIAs and support compliance, billing and tracking for the pricing model.
“Growth in this industry has been rigged for a long time — we’re correcting that. Every advisor deserves to be matched to families they can serve better than anyone else, regardless of available marketing budget,” said Eden Ovadia, Co-Founder and CEO at FINNY. “At $50 a month, advisors get every tool we offer from day one. We only succeed when they grow, creating a true partnership where our incentives stay aligned over the life of the client relationship.”
NewEdge Reports Early Firmwide Use Of Claude
NewEdge Capital Group said that advisors and staff across the RIAs NewEdge Advisors and NewEdge Wealth had gained firmwide access to Anthropic’s Claude through NewEdge’s collaboration with Anthropic. NewEdge described early adoption as moving from the corporate level into advisor practices, with employees building custom tools for client service, planning and internal operations during the first weeks of access.
Reported uses included turning financial plans and meeting notes into preparation briefs, building retirement roadmaps, translating insurance and annuity contracts into plain-English client explanations and developing webinar materials. NewEdge also plans webinars, shared use-case resources and forums for advisors to exchange examples within their practices.
“What’s happened since we offered this out to our advisors has gone beyond what any of us expected,” said Alex Goss, Co-Founder and CEO of NewEdge Advisors. “We built the framework and gave advisors the access, and they’ve taken it further, faster, than we could have built for them. That’s the real story here, not that we gave them the tool, but what they’ve already accomplished with it.”
DeepVest Launches MonitorLab For Market Tracking
DeepVest launched MonitorLab, a market-monitoring and alerts layer for advisors, wealth managers and investors. Users can create alerts in natural language across securities, portfolios, earnings events, regulatory filings and macroeconomic signals. DeepVest said the system continuously evaluates more than 50 technical, quantitative and market signals simultaneously, including portfolio drift, benchmark performance and risk thresholds, in real time.
MonitorLab joins DeepVest’s AgentLab, DataLab and AdvisorLab functions in a workspace covering investment research, market data, proposal generation and portfolio monitoring. The company said the new layer is intended to replace manual dashboard monitoring with event-driven alerts.
“Human judgment remains the foundation of good investment decisions. Technology's role is to make that judgment more informed and more efficient,” said Toby Wade, CEO of DeepVest. “Markets generate an overwhelming amount of daily information, but only a small fraction of it is truly actionable. With MonitorLab continuously running in the background, wealth managers, traders and financial planning professionals can spend less time searching for information and more time taking action.”
SEI Adds Zocks To Advisor Services Ecosystem
SEI announced a partnership with Zocks that adds the AI assistant to SEI’s advisor services ecosystem. The relationship gives advisory firms access to Zocks through SEI’s network of third-party providers and practice-management resources. SEI and Zocks plan to collaborate on advisor education, webinars, adoption resources and practice-management programming.
Zocks is designed to automate meeting preparation and notes, client follow-up, CRM and planning updates, onboarding, forms and client-intelligence workflows. As of June 30, SEI managed, advised or administered approximately $2.1 trillion in assets across its businesses. The companies said the programming is intended to help firms identify useful AI use cases and build confidence in AI-enabled workflows.
Erich Holland, Head of SEI’s U.S. Wealth and Advisor Business, said, “Advisors are moving beyond AI curiosity and looking for practical ways to embed intelligent automation into the workflows that matter most to their businesses. By adding Zocks to our ecosystem of partners, we’re expanding advisor choice and making it easier for firms to access resources, education, and support that can help them adopt AI with purpose, discipline, and a clear connection to client service and business growth.”
Mili And Holistiplan Integrate Tax Planning Workflows
Mili and Holistiplan announced that their tax-planning integration was live for mutual customers. The partnership places Holistiplan tax summaries and scenario analyses within Mili’s AI-based advisor workflows, allowing advisors to bring tax information into meeting preparation, client questions, planning conversations and follow-up. The companies said the connection grew from requests by firms using both platforms.
Through the integration, Mili can use Holistiplan outputs in firm-branded proposals and presentations and can surface potential opportunities across an advisor’s book. Holistiplan said its software is used by more than 10,000 advisory firms and has reached more than 1 million households in total. Mili said it works with RIAs and broker-dealers managing more than $250 billion in client assets.
Chirag Gandhi, Co-Founder and CEO of Mili, said, “Tax is the one place a client can count their advisor’s value in dollars. The firms that bring tax insight into every client conversation will set the standard for what advice is worth, and every other firm will be measured against them.”
AmeriFlex Tests Scout Succession Program
The AmeriFlex Group announced that it had developed Scout, an AI-enabled succession program being tested in five markets, with a broader rollout planned for next year. Built partly with Anthropic’s Claude, Scout analyzes public and proprietary data to create profiles of advisory firms that may need long-term succession support. The profiles are intended for use by the firm’s succession specialists.
AmeriFlex said Scout is intended to help its specialists identify and contact more advisors nearing succession while preserving time for transition planning. The RIA expects Scout and other growth efforts to help it add 100 advisors over the next 24 months.
Thomas Goodson, Founder and CEO of The AmeriFlex Group, said, “Scout is a gold miner that quickly and efficiently identifies financial advisors who are at or near succession in their practices, allowing our team to focus more on helping them maximize the value of their own life’s work. By developing this program, we can move more quickly to bring together advisors entering the final stage of their careers with advisors hungry for additional growth, while focusing on the critical cultural aspects of these connections.”
Practifi Launches Sentir Intelligent CRM
Practifi launched Sentir, an AI-native intelligent CRM for wealth management firms. The company said Sentir automatically briefs users on accounts, prepares work, recommends next steps and draws context from outside the CRM, while requiring human review before actions occur. Adrian Johnstone, CEO of Practifi, said the system is intended to shift the CRM from a passive record into an active operating tool.
Sentir includes 16 named AI agents, daily briefings, a meeting notetaker, a meeting-preparation workspace, a client timeline and a chat interface grounded in the firm’s CRM data. Practifi said the system uses its existing security, permissions and compliance model.
Conor Curtis, Head of Product at Practifi, said, “Sentir’s specialized capabilities draw on a knowledge base of more than 200 primary sources covering industry guidance, academic research, and legislation, so when it surfaces something for an advisor, it’s grounded. The system does the orienting, giving the advisor information rather than consuming information the way CRMs do today. That way, the advisor walks into every client conversation already knowing what matters.”
AssetMark Introduces Talk Tracks
AssetMark introduced Talk Tracks, an AI-powered feature available in the AssetMark Advisor Portal. The tool synthesizes client portfolio data, market context, performance activity and relevant news into personalized talking points for advisor-client discussions. Users can review portfolio snapshots, market and macroeconomic context related to holdings, sector explanations and tax-savings insights for accounts enabled with Tax Management Services.
The firm serves more than 10,000 financial advisors and 340,000 investor households and had more than $180 billion in assets across its platforms as of June 30. AssetMark said future AI enhancements are expected to support proposal generation and model creation.
Alex Pape, Chief Product & Technology Officer at AssetMark, said, “More than 100 advisors participated in testing during development, and their input helped us shape Talk Tracks around the way advisors prepare for and lead portfolio conversations. By connecting real portfolio analytics with AI, it gives advisors a tailored guide for each client while keeping their judgment at the center of every client conversation.”
Osaic Appoints Sayee Bellamkonda To Lead Technology And AI
Osaic appointed Sayee Bellamkonda as Chief AI & Technology Officer and a member of the firm’s executive committee. Reporting to CEO Jamie Price, Bellamkonda will lead Osaic’s advisor- and client-facing technology, AI and cybersecurity strategies. The firm said he will focus on its technology, data and AI infrastructure, employee and advisor productivity, client outcomes and scalability across the enterprise.
Bellamkonda joined Osaic after executive roles at Vialto Partners, CBRE, Ameriprise Financial and American Express. At Vialto, he was Executive Vice President and Chief Digital and Technology Officer and led the creation of its global technology organization after its separation from PwC. His broader experience also includes digital products, enterprise data, AI, cybersecurity, cloud transformation and innovation across global organizations.
Bellamkonda said, “Technology and AI can create significant opportunities for our advisors and the clients they serve. I look forward to working across Osaic to build on the strong infrastructure already in place and responsibly apply data, AI and technology to support the company’s long-term growth.”
FP Alpha Adds Tax Projector Capabilities
FP Alpha announced two additions to its Tax Projector: Tax Projector Scenario Insights and the Tax Projector Agent. Scenario Insights generates the company’s NextGen Tax Insights from saved future scenarios rather than only historical tax returns. The Agent lets advisors describe a planning question in natural language and guides them through the information, assumptions and tax rules needed to build a scenario.
The enhancements can model Roth conversions, sales of appreciated assets, gain or loss harvesting and income changes, while the Agent’s Optimize capability can suggest dollar amounts and estimated tax savings for advisor review.
Andrew Altfest, Founder and CEO of FP Alpha and President of Altfest Personal Wealth Management, said, “We’re breaking down those barriers. Our goal is to give advisors an intelligent partner that can help them explore the ‘what ifs,’ uncover opportunities they may not have thought to look for and turn those insights into meaningful conversations and actions with clients.”
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