Media Source Portal - News and Announcements

Syntax Data Announces Saidee™ - An Exclusive AI Agent and PortfolioDevelopment Application

3/5/2026

Syntax Data, a leader in financial data and technology, announced the official launch of Saidee™, its premier AI agent and portfolio development application. Designed to empower financial advisors, Saidee enables the seamless creation, ongoing management, and marketing support of customized, rules-based portfolios and indices. The application is now fully available to the RIA community via Syntax Direct™, Syntax’s custom index creation platform.

“Saidee is adept at designing indices for all kinds of scenarios and uses,” said Patrick Shaddow, CEO of Syntax. “Saidee is destined to become an essential support tool for RIAs, financial advisors, and investment managers intent on providing better investment solutions for their clients.”

The Oasis Group Releases AI Readiness Index™, First Maturity Benchmark for Wealth Management Industry

3/4/2026

The Oasis Group, an award-winning consultancy and leading voice on artificial intelligence in the wealth management industry, recently released the Oasis AI Readiness Index™, the industry’s first maturity benchmark built exclusively for fiduciary wealth management firms, trust firms, and family offices. The AI Readiness Index utilizes a two-axis maturity model that measures both governance control and technology sophistication across 70 diagnostic questions.

Most wealth firms don’t lack AI ambition – they lack a way to measure whether their adoption is safe, compliant, and sustainable. Generic enterprise AI frameworks ignore the unique regulatory and fiduciary requirements that RIAs, broker-dealers, trust companies, and family offices face every day.

The result? A dangerous blind spot. Firms with advanced AI tools but weak governance are one incident away from a compliance crisis. Firms with strong policies but no technical capability are falling behind competitors who move faster. Neither type knows where it stands – because until now, there was no way to measure both dimensions.

Libretto Launches AI-Automated Client Onboarding and AI Assistant to Streamline Financial Planning and Asset Allocation

3/3/2026

Libretto, a “total wealth” advice platform for financial advisors and family offices, announced new AI features designed to streamline planning, asset allocation, and risk management. Chief among these features is Libretto’s AI-automated data entry tool, which populates new client strategies from scratch using uploaded client data files.

The AI-automated data entry tool is designed to help advisors scale sophisticated advice across their full client base. When creating a new client strategy, advisors can upload multiple client data files – including an eMoney report, custom survey, and other sources of client data – and Libretto will populate the strategy automatically.

BX Partners Launches 12 Open-Architecture Portfolio Models on Nitrogen Partner Store

2/17/2026

BX Partners announced the launch of 12 open-architecture portfolio models on the Nitrogen Partner Store. The BX models provide financial advisors with access to nonproprietary stock-and-ETF portfolios designed to align with client risk profiles and deliver risk-adjusted performance.

The BX models are available directly within subscribing advisors’ Nitrogen accounts and span four risk levels: moderately conservative, moderate, moderately aggressive, and aggressive.

The inclusion of stock-and-ETF blended models is a unique offering within the Nitrogen Partner Store. The “nonproprietary” open‑architecture models help advisors demonstrate objectivity, reduce product-driven conflicts of interest, and often improve cost and fit for clients compared with proprietary fund/ETF lineups.

StraightLine Chooses Financial Wellness Labs to Improve Employee Financial Well-being and Retirement Readiness

2/11/2026

StraightLine Group LLC (StraightLine), an independent SEC Registered Investment Advisor (RIA) and financial planning firm, announced it is integrating financial wellness education with its traditional financial planning and investment advisory services. StraightLine has built this offering in collaboration with Financial Wellness Labs, Inc., the parent company of Questis, an evidence-based financial wellness platform that combines technology with access to “Certified Financial Coaches”.

“We’re excited about our relationship with StraightLine, which exemplifies how our financial wellness platform can be integrated with fiduciary advisory services to make a real difference,” said Lynn Raynault, CEO & Co-Founder of Financial Wellness Labs. “We believe StraightLine’s approach represents a best practice for driving engagement, helping participants manage day-to-day financial stresses while preparing for longer-term goals such as retirement.”

The Oasis Group and Practifi Release White Paper on CRM Selection in Wealth Management

2/11/2026

The Oasis Group, a leading consultancy for the wealth management industry, recently released a new white paper titled ‘CRM Selection in Wealth Management: Beyond the Build-vs-Buy Decision’, sponsored by Practifi, a CRM built specifically for the wealth management industry.

The white paper reframes CRM decisions for financial advisory firms around implementation timeframes, workflow alignment, and long-term data architecture, rather than relying on feature checklists alone. It highlights how CRM selection in wealth management has evolved beyond the traditional build-versus-buy debate into three distinct paths: generic enterprise platforms, niche wealth management CRMs, and purpose-built solutions that aim to combine the strengths of both.

2026 T3 Technology Conference Announces Keynote Speakers and AI University Staff

2/10/2026

T3’s Technology Conference for financial professionals, which is widely known as the wealth management industry’s most established and trusted technology event, announced keynote speakers and more details for AI University, bringing together the brightest minds in fintech, AI innovation, and financial advisory management.

The T3 2026 Conference will open with T3 AI University, a full day of immersive, one-hour AI sessions designed specifically for financial advisors and wealth management professionals, with no prior AI or coding experience required. Each session emphasizes real-world, hands-on use cases, including live builds of AI-enabled tools and workflows that attendees can take back to their firms.

Advyzon Investment Management Introduces First Manager-Traded Strategies with Schwab Asset Management

1/26/2026

Advyzon Investment Management (AIM), a seamlessly integrated unified investment solutions platform through the comprehensive wealthtech platform Advyzon, announced an exciting new relationship with Schwab Asset Management®, offering Wasmer Schroeder® Strategies, a provider of a broad host of portfolio strategies across the duration, credit, and tax-efficiency spectrum. Schwab Asset Management and its Wasmer Schroeder Strategies will be the first fixed income focused strategist available in AIM’s Manager Traded Strategy program.

As the first manager traded strategies available on AIM’s Nucleus Model Marketplace, Schwab Asset Management will manage the day-to-day trading. The AIM investment team currently builds and trades individual bond strategies, but the Wasmer Schroeder Strategies will be AIM’s first actively managed strategies by an outside fixed income manager.

BX Partners Launches Real-Time Market Risk Intelligence Tool for Financial Advisors

1/20/2026

BX Partners, a research-driven investment consulting platform serving chief investment officers (CIOs), financial advisors, registered investment advisers (RIAs), and broker-dealers, today announced the launch of BX Risk Shield (TM), a real-time market sentiment and trend-monitoring system. BX Risk Shield is designed to help financial institutions and investment advisory firms navigate market uncertainty and make more informed risk-allocation decisions. This new open architecture solution helps investment firms interpret market signals, manage portfolio risk with discipline, and clearly communicate decisions to clients – and it is free to use, no strings attached.

BX Risk Shield addresses one of the most persistent challenges facing the financial services industry today: knowing when to increase, decrease, or maintain portfolio risk amid constant geopolitical headlines, economic noise, and emotionally driven market narratives. Rather than relying on hunches or single-manager opinions, BX Risk Shield delivers a rules-based framework that translates complex market signals into a clear, actionable view of overall market conditions.

BX Partners and Boosted.ai Bring Advanced AI-Powered Insights to Advisors, Model Builders and Asset Managers

1/14/2026

BX Partners and Boosted.ai announced a new collaboration. Through this partnership, firms across the BX ecosystem will gain access to investment strategies based on Boosted.ai’s intelligence platform. The integration brings institutional-grade AI capabilities to financial advisors, model builders, and asset managers using the BX Index platform, multistrategy portfolios, and BX’s distribution network, including Alphathena, Stratifi, UX, Adhesion, and select turnkey asset management platforms.

Boosted.ai empowers investment teams to automate tedious tasks, monitor market movements, and surface actionable insights at scale. The technology mirrors real investment workflows, cuts through market noise, accelerates research processes, and supports the delivery of insights that investment committees and clients can trust.

By integrating Boosted.ai into its platform, BX Partners strengthens its commitment to offering advisors differentiated research capabilities, modern technology, and scalable tools. Advisors can blend Boosted.ai’s insights with active strategies, direct indexing, passive solutions, and factor driven models to create a consistent and repeatable investment process.

Operations Strategist Claire Alexander Announces Masterclass for Financial Advisors Scaling to $1B+

1/6/2026

Claire J. Alexander, the respected operations strategist and trusted advisor behind some of the financial services industry’s most aggressive AUM expansion arcs — including assisting advisors in scaling firms from $100M to $3.5B in just three years — has announced The Billion Dollar Firm Trifecta Masterclass. This exclusive intensive is designed for financial advisory leaders navigating the complexity that comes with accelerated firm expansion.

The Billion Dollar Firm Trifecta Masterclass is set for January 20, 2026. The 180-minute virtual masterclass is designed as a senior-level conversation focused on the decisions, structures, and leadership shifts required to scale thoughtfully and sustainably. The session culminates in the final segment, where the Trifecta — Architecture, Authority, and Alignment — is fully integrated into a cohesive roadmap for durable, permanent growth.

AI University Premieres as Part of the Larger T3 Technology Conference in 2026

12/23/2025

T3’s Technology Conference for financial professionals, which is widely known as the wealth management industry’s most established and trusted technology event, will debut T3 AI University at its 2026 conference. AI University will deliver a bold, immersive learning experience designed to help investment advisors, financial planners, and wealth management professionals cut through AI hype and turn insights into action.

Guided by the 2026 theme, “From Noise to Knowledge: The FinTech Playbook for 2026 and Beyond,” the new AI University will take place the first day of the conference, March 9, 2026. AI University offers attendees the insights and information they need to gain a strategic advantage as they move from noise to knowledge in their hyper-competitive fields. Highly-accomplished faculty members will provide practical AI implementation advice and demonstrations (not just high-level talks) for the full day, with concurrent tracks running to ensure that every level of interest and key themes are covered.

Advyzon and Andes Risk Join Forces to Bring Next-Generation Risk Insights, Model Analytics and Behavioral Finance to Advisors

12/12/2025

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that it is bringing Andes Risk (Andes), an award-winning risk and behavioral analytics firm founded by Helen Yang, CFA®, directly into the platform. By incorporating Andes’ patented risk and behavioral methodologies into Advyzon’s native single data model and unified codebase, the enhanced capabilities will elevate the platform’s model marketplace, risk assessment, and future financial planning capabilities. The expanded functionality is expected to surface in 2026.

Helen Yang has joined Advyzon as Executive Vice President and will work closely with the executive and product teams to bring Andes’ intellectual property and methodologies into the platform. Her deep expertise will help drive Advyzon’s roadmap, with the plan of infusing Andes’ capabilities into the Advyzon platform. By natively embedding Andes, Advyzon will continue to stay true to its mission of providing a unified solution with a single data model, single code base, and single client experience.

Myriad Advisor Solutions and Content 151 Join Forces

12/9/2025

Myriad Advisor Solutions (Myriad) announced a new partnership with Content 151 designed to give breakaway advisory firms access to customized blog content and marketing support. Their first joint product, the Custom Blog Program, will be available to firms starting in 2026. Myriad has long-supported independent advisors seeking to build dynamic firms. As more advisors seek independence, Myriad continues to evolve its offerings to help new firms compete; that encompasses everything from strategic business planning and cybersecurity to brand building.

For the Custom Blog Program, Content 151 developed a “mini library” of content exclusively for Myriad clients. Participating firms can select ten topics to fully customize. With minimal time and effort, advisors will get a ready-to-launch blog that reflects their message, target clients, and approach to asset management. The product is designed to help advisors stay competitive as AI continues to rewrite the rules around search.

Donoghue Forlines Lists Risk-Managed ETF on NYSE ARCA

11/18/2025

The DF Tactical 30 ETF (Ticker: DFTT) started trading on the NYSE ARCA on November 12, 2025. The ETF applies a disciplined rules-based investment approach by allocating to companies exhibiting strong momentum characteristics in favorable market environments, but attempts to reduce market exposure when conditions soften. The underlying index, the DF Risk-Managed Tactical Top 30 Index, was developed by Donoghue Forlines in conjunction with Syntax Indexes.

The largest 100 US stocks have outperformed the S&P 500 Index over the trailing 1, 2, 3, 5, 7, 10, 15, and 20 year period ending September 30, 2025 (Paul Kenney, Syntax, Pure Momentum with Downside Risk Management, Oct. 23, 2025, pp. 2-3). The DF Risk-Managed Tactical Top 30 Index utilizes a proprietary methodology to identify and rotate quarterly amongst the thirty top momentum stocks within the one hundred largest US stocks. Technical trend following indicators are then applied to seek to identify a downtrend condition with the possibility of a continuation of a drawdown. When a downtrend is signaled, assets transition from equities into US treasuries.

Impact Communications Clients Shine as 2025 ThinkAdvisor Luminaries Finalists

11/18/2025

Impact Communications, a leading marketing and PR firm exclusively serving the financial services industry, is proud to announce that eight of its nominated clients have been named finalists in the 2025 ThinkAdvisor Luminaries Awards. This recognition highlights the exceptional contributions by these organizations in advancing the financial advisory and wealth management profession.

Now in its fifth year, the prestigious Luminaries Awards program is presented annually by ThinkAdvisor to celebrate individuals and firms in financial services who demonstrate excellence beyond traditional metrics. Categories span firm and individual awards recognizing product or service innovation, thought leadership and education, industry disruption, and more.

Among the finalists for the 2025 ThinkAdvisor Luminaries Awards are Impact clients Advyzon, Advyzon Investment Management (AIM), Syntax Data, The Oasis Group, Libretto, Kwanti, StraightLine, and EncorEstate Plans, each recognized for their outstanding achievements in advancing the success of financial advisors.

Syntax Data and PM Insights Partner to Address $3 Trillion Private Market Data Gap as RIAs Demand Public-Private Parity

11/11/2025

Syntax Data, a financial data and technology provider offering data-optimized index solutions, and PM Insights, a leading independent market data provider for venture-backed private companies, today announced a strategic partnership that combines Syntax’s proprietary company classification system with PM Insights’ comprehensive private market dataset. As institutional investors increasingly allocate to private markets amid extended IPO timelines and the rise of late-stage ‘private IPO’ rounds, the need for standardized classification and benchmarking across public and private assets has become critical.

The partnership unlocks analytical transparency by combining PM Insights’ extensive coverage of mid-to-late stage venture-backed private companies with Syntax’s patented Functional Information System (FIS®) classification framework.

Holistiplan Makes Waves with Industry Award Recognition for Insurance Risk Review Tool

11/11/2025

Holistiplan, known primarily for its tax planning software, has been recognized with a 2025 WealthManagement.com Industry Award (the "Wealthies") for its insurance and personal risk review capabilities. The award, announced at a gala in New York City, acknowledges the platform's role in helping financial advisors identify coverage gaps and integrate risk management into comprehensive financial planning.

The recognition comes as advisors face mounting client demand for insurance guidance. According to a 2021 Spectrum study, 72% of clients ask their advisors about insurance coverage, yet only 2% of advisors actively address property and casualty needs in their planning process.

RFG Advisory Expands Model Marketplace Through Strategic Partnership with Syntax Data

11/4/2025

RFG Advisory, an innovator in the wealth management industry committed to serving independent financial advisors and their clients, announced a strategic partnership with Syntax Data, a financial data and technology provider offering data-optimized index solutions, to expand the investment solutions available on the RFG Model Marketplace. Through this collaboration, RFG advisors can now access a suite of competitively priced, single-name equity portfolios designed to deliver greater customization and enhance long-term client outcomes.

The partnership pairs RFG’s institutional-quality portfolio framework with Syntax’s extensive background in equity security selection. The portfolios can be implemented as separately managed accounts (SMAs) and integrated seamlessly with other managers on the marketplace, providing advisors a flexible, scalable way to construct customized client portfolios within an SMA/UMA structure. All trading, rebalancing, cash flow management and tax-loss harvesting are handled by RFG to support operational ease.

The Oasis Group and Jump Release White Paper on Agentic AI in Wealth Management

11/4/2025

The Oasis Group , a leading consultancy for the wealth management industry, released a new white paper titled ‘Agentic AI in Wealth Management: Why Strong Processes Are the Foundation of Safe Adoption’, sponsored by Jump, a leading provider of AI solutions for financial advisors and financial services professionals.

The white paper outlines how wealth management firms should prioritize process discipline before deploying AI agents, highlighting the current state of AI agents in the wealth management industry, the value of standard operating procedures (SOPs), the pitfalls of weak or missing processes, and strategic implications for wealth management leaders. It also provides a process-first roadmap for how firms can prepare for agentic AI.

Bruce Traan Joins Syntax Data as President and COO of Syntax’s Index Division

11/3/2025

Syntax Data, a financial data and technology provider offering data-optimized index solutions, announced that Bruce Traan has joined the firm as President and COO of the Index Division. In this capacity, Traan will oversee operations, data policy, and business development for Syntax’s index business. He will also serve as an executive member of the Syntax Data LLC management committee, where his responsibilities will include overall business development and operations.

Traan brings a fresh dynamic to Syntax’s index business, where his broad experience in multi-asset, international markets, and data distribution will augment and enhance Syntax’s world-class development and production teams. Syntax currently provides custom index services and solutions to a wide range of well-recognized global financial institutions. The company recently launched Syntax Direct, a forward-looking index development tool that revolutionizes the rapidly growing direct-to-index investment process.

Wealth.com Becomes First Estate Planning Platform to Integrate with Advyzon

10/30/2025

Wealth.com, a leading end-to-end estate planning platform for financial advisors, announced a new direct integration with Advyzon, the all-in-one wealth management platform trusted by more than 2,400 financial advisors nationwide. This collaboration will simplify how advisors using Advyzon incorporate estate planning into their daily workflows. Through this integration, client and portfolio data flow directly from Advyzon into Wealth.com, enabling advisors to create and maintain accurate, up-to-date estate plans without duplicating work or managing disconnected systems.

Built to streamline advisor workflows, this integration gives financial advisors a faster, more connected way to deliver truly comprehensive planning experiences. It will allow joint customers of Advyzon and Wealth.com to eliminate manual data entry, reduce errors and ensure that estate plans reflect real-time client information. For clients, this means more complete, current plans and a seamless experience that connects their investments, goals and legacy in one ecosystem. For the broader wealth management industry, it marks another step toward true interoperability—where advisors can bring together financial planning, portfolio management and estate planning in one seamless workflow.

Intervallum Technologies and BX Partners Bring CrestCast™ Macro-Aware US Factor Rotation Indexes to Broader Audience

10/28/2025

Intervallum Technologies, creator of the CrestCast™ family of macro-aware US factor rotation indexes, today announced that BX Partners will provide access to the CrestCast™ indexes through the BX Index platform, multi-manager models, and BX’s full distribution ecosystem, including Index One, Alphathena, Artha, Stratifi, and by request through select turnkey asset management platforms (TAMPs). The collaboration marks an important milestone in bringing institutional-grade factor strategies to a broader audience of investment advisors and asset managers.

CrestCast offers a rules-based, macro-aware approach that dynamically rotates factor exposures based on regime classification. CrestCast is the first macro-aware US factor rotation index designed for use across ETFs, model portfolios, and direct indexing platforms. The goal is simple: blend macro awareness with long-only factor intelligence to strengthen diversification without adding complexity for the manager or the end investor.

Advyzon Announces Expanded Integration with Schwab Advisor Services™ to Streamline Account Opening and Client Management

10/28/2025

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, has recently enhanced its integration with Schwab Advisor Services to incorporate more streamlined, single sign-on (SSO) capabilities for advisors’ end clients, as well as seamless digital account opening.

“Our integration with Schwab is rooted in a shared commitment to continuous innovation and building technology that simplifies the advisor and client experience,” said Dirk Pearson, Chief Operating Officer of Advyzon. “By investing together in seamless, integrated workflows, we’re driving new levels of efficiency and convenience across platforms, enabling advisors to focus more on delighting their clients and less on operational complexity.”

Libretto Selected by Indivisible Partners to Deliver Total Wealth Planning on Indivisible Wealth Platform

10/28/2025

Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth planning and investment software, announced that it has been selected by Indivisible Partners, a privately held independent advisory firm dedicated to advancing the success of elite advisors.

Through this partnership, Libretto’s total wealth planning capabilities will be fully integrated into the Indivisible Wealth Platform, enhancing Indivisible’s ability to equip advisors with sophisticated, scalable advice tools that sustain meaningful client relationships.

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