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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.

Advyzon Announces 2026 Advyzon Conference: Powered by Disruption

10/23/2025

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced details for the third annual 2026 Advyzon Conference, returning to the Sheraton Downtown Phoenix and taking place January 26–28, 2026.

Registration is now open for the event, which brings together financial advisors, investment managers, and industry professionals for three days of conversation, collaboration, and innovation. With the theme “Powered by Disruption: Igniting Ideas that Redefine the Wealth Management Industry”, this year’s conference will explore how technology, culture, and leadership are reshaping the advisor and client experience.

The Oasis Group and AdvisorEngine Release Research Report on AI Prospecting Tools

10/21/2025

The Oasis Group, a leading consultancy for the wealth management industry, recently launched a new research report on Artificial Intelligence (AI) Prospecting Tools, sponsored by AdvisorEngine Inc.®, a provider of a complete wealth management platform for investment advisory firms. The comprehensive report evaluates the role of AI Prospecting Tools in the wealth management sector – specifically analyzing their impact on Registered Investment Advisors (RIAs), family offices, broker-dealers (BDs), trust organizations, and their financial advisors – providing an in-depth analysis on the leading five AI Prospecting Tools: Aidentified, Catchlight, Finny.ai, TIFIN AG, and Wealthfeed.

“As AI-driven tools continue to reshape financial services, this study examines AI Prospecting Tool effectiveness on identifying new prospective clients, the ability to connect with and attract those prospects, and improve the advisor’s sales productivity,” said John O’Connell, founder and CEO of The Oasis Group. “The rapid adoption of AI in wealth management has been driven by a need for greater automation, compliance, and client engagement. AI Prospecting Tools have emerged as a critical capability, promising to reduce time to connect with prospective clients, as well as increase the accuracy in attracting the right prospects for the specific firms.”

Advyzon Expands Its All-In-One Platform with Financial Planning, Adding Kevin Hughes to Head Efforts and Tony Leal as a Strategic Advisor

10/15/2025

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, announced that financial planning will be a new offering on their platform and that Kevin Hughes, former executive at MoneyGuidePro, has joined as President of Financial Planning. In addition, Tony Leal, co-founder of MoneyGuide, will serve in a strategic advisory role as Executive in Residence.

“At Advyzon, our mission has always been clear: ONE Platform. ONE Solution. ONE User Experience, and ONE Dedicated Team,” said Hailin Li, founder and CEO of Advyzon. “With that vision, financial planning is no longer a different user experience – it becomes an integral part of a truly unified platform designed to enhance the advisor and end client experience and elevate client outcomes. Advyzon is the only platform with ONE cohesive user experience, from prospecting and financial planning to performance reporting and investment management. We’re so excited to welcome Kevin to the Advyzon team and for Tony to serve in an advisory role – they are disruptive forces and we look forward to launching in 2026.”

Kwanti Wins WealthManagement.com Industry Award for Portfolio Analytics for Second Consecutive Year

10/1/2025

For the second year in a row, Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, was named the winner of the ‘Portfolio Analytics’ award in the Technology Providers category of the 2025 WealthManagement.com Industry Awards thanks to their new Risk Profiling Platform – achieving back-to-back wins in this annual competition and industry-leading awards program often referred to as ‘The Wealthies’.

“We are deeply honored to receive this prestigious industry award for the second year in a row,” said Patric Glassell, Chief Growth Officer of Kwanti. “This recognition reflects our unwavering commitment to innovation and empowering advisors with powerful, intuitive analytics. Winning back-to-back motivates us even more to continue raising the bar, delivering solutions that help advisors navigate complexity and serve their clients with confidence.”

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