Top Tweets for #Advisortech
We sat down with the team at SaaS Wealth Insurance, one number stood out:
4+ HOURS SAVED PE CLIENT.
Read the full case study here: https://t.co/HzVXG6WeQT
#casestudy #advisortech
This month's #AdvisorTech news: Altruist has been acquired by Vanguard, representing a major shift for an RIA custodian that had previously been untethered to a retail financial institution – but the bigger industry implication is that by owning its own custodian, Vanguard can undercut and effectively push back on the insistence of other custodians to charge revenue sharing payments on ETF assets, which could have a profound impact on those custodians' revenue models and potentially trigger another round of consolidation in the custody business.
Will Vanguard's acquisition of Altruist trigger further disruption in the RIA custody business? https://t.co/xc7fGaf7gn
Prospect research. Outreach. Meeting notes. CRM updates. Planning inputs. 🤖
Kevin Bishopp describes how an AI-enabled advisory workflow could reduce manual data movement.
📺 https://t.co/qArNg7UtNx
🎧 https://t.co/GukxoZTqmP
#AdvisorTech #AI #ROIPodcast #FirstTrust
In this month's #AdvisorTech discussion: Is performance and benchmarking data for SMA providers a must-have for advisors who use SMAs in their client portfolios? Is a standalone digital onboarding and workflow tool a necessity for RIAs when most custodians have their own digital account opening process? Is the CRM category likely to be disrupted – and if so, will it come from AI notetakers or from new AI-native CRMs? https://t.co/XI9t15Qfrx
Woot, for all the #AdvisorTech nerds out there (and #Advicers looking for tech improvements), Joel Bruckenstein has opened up registrations for the T3 conference in 2027 (in Las Vegas at the The Cosmopolitan of Las Vegas)! Event theme is "the AI-augmented advisor"... now that we're past the "AI vs humans" and into the "so, how exactly DOES the AI augment the advisor..." stage. 🤣
T3 comes a little later in the season this year - running March 22nd to 25th. (I believe the first day is a repeat of their AI University, and then the remaining days are the main conference itself. More detailed Agenda usually doesn't get posted until we're a little closer to the event.)
Registration and initial details up on the T3 website at: https://t.co/RiEqLW2Z2u
For any newer #AdvisorTech companies out there looking for more opportunities for exposure and growth, XYPN is hosting its annual "AdviceTech Competition" and applications are open for two more weeks (through July 30th).
The AdviceTech competition is unique in that it's specifically focused on technology that supports the delivery of advice (as opposed to portfolio management or product distribution), though it can encompass support for any element of an advice-centric firm (from operations to financial planning itself).
Submissions are limited to new companies (or at least entirely new standalone offerings from existing providers), as our goal from the start has been to highlight new emerging tech companies and offerings (that don't necessarily have the budget for expensive conferences and otherwise struggle to get visibility).
The competition has an incredible history of winners. Providers that debuted in the AdviceTech competition include:
- Snappy Kraken
- Holistiplan
- Vestwell
- Income Lab
- CurrentClient
Details (and submission process) in the below for anyone who's interested. Or tag a provider or startup founder you know who you think SHOULD be submitting! 🤣
"AdviceTech Competition | XYPN LIVE 2026" https://t.co/WbVVEOP6lD
The Latest In Financial #AdvisorTech – July 2026): https://t.co/VhCElf9pcK
This month's edition kicks off with the news that:
-@salesforce, @RightCapitalHQ, and @ycharts have all launched their own new AI capabilities
-AI Notetakers like @JumpAdvisorAI and @zocksio are developing their own expanding capabilities
-New roll-up @arca_wealth emerges from "stealth" mode with a $48M capital raise, while @FartherFinance raises another $150M to fuel its own growth
-WealthReach raises a $1M seed round to support the development of their "Living Sites" platform
-@EdwardJones takes a minority stake in @Quicken
It used to be that asking an #AdvisorTech firm or custodial platform the question "how good are your APIs" was alluding to how well it would integrate with other components of your tech stack. But now there's an emerging crop of mid-to-large-sized RIAs building their own "middleware" layer as the primary interface for their tech, that aims to unify it all together into a "one single login" approach (as historically was only common at mega-firms like Merrill Lynch or Edward Jones).
Curious from #Advicers out there... would you want to build something like this for your firm? Would you want a vendor to make this for you? Do you just want one of your existing vendors (e.g., CRM system) to be better integrated so they CAN be the "one login" without needing to have or build separate software? What do you think?
"Holistic Planning Builds AI Operating System With Altruist" https://t.co/q00HQyX7hh
Black tie or black diamond? Both! Welcome Peter Xing as our Founding Product Manager.
#productmanagement #techjobs #fintech #advisortech
#AdvisorTech news: Morningstar is selling the client account aggregation data provider ByAllAccounts, becoming the latest AdvisorTech platform to offload a data aggregator that it acquired in the mid-2010s (following Envestnet's sale of Yodlee last year) – which yet again highlights the frustrating inability of data aggregation technology to live up to its promise of seamless real-time visibility into clients' financial lives (or to provide "big-data" business insights that justified the massive price that AdvisorTech platforms paid for them) https://t.co/6EKWvxAl4l
What do you think? Is there still any hope for traditional client account aggregation in the age of AI? Will Advisor360's bundling of Conquest Planning into its platform make it worth switching from a different financial planning software? Will RIAs that embark on internal software builds realize any return on that investment? Let us know your thoughts
Interesting debate for estate planning attorneys playing out in #AdvisorTech - to what extent will consumers trust AI-driven tools to draft most/all of their estate documents?
Current state of affairs, per Trust & Will survey:
- Only 30% trust AI more than an attorney (albeit up from 20% last year)
- Only 5% would use AI for documents with an attorney review
If AI tools have to keep lawyers involved, the question becomes: are these AI-driven estate tools, or law firms that use AI to deliver (human) documents efficiently?
Perhaps a distinction without a difference, but it's ultimately reflected in pricing (given costs of lawyers) and client (and advisor?) willingness to adopt.
What do you think, #advicers? What would it take to trust "purely" AI-created estate documents? Will attorneys always play a role? Should they?
"The legal fine print behind estate planning tech: What RIAs need to know" https://t.co/8YJKS4JSIl
This month's #AdvisorTech kicks off with the news that Wealthbox is introducing new AI agents to make it easier for advisors to query and take actions based on the client data within their CRM – which could help make it more competitive with encroaching tools like AI notetakers or AI-native CRMs that threaten to shrink its role in the advisor tech stack or reduce it entirely. https://t.co/5eIDdC0Ogo
And other interesting announcements:
-Jump has announced a significant expansion beyond its roots as 'just' an AI notetaker, introducing a suite of "AI Operating System" tools
-RightCapital has launched a new AI tool for extracting information from client documents to automatically populate and update data in the clients' financial plan
-Google-backed startup RIA Range, after several years of building a technology-forward AI-driven firm with human advisors, has reiterated its plan to gradually eliminate its human advisor workforce
-WealthStream has launched with the aim of training newer advisors to think and act like more experienced planners by ingesting data on the advisor's clients and highlighting particular strategies the advisor can recommend
And new additions to the #Fintech map:
-EquityNav
-Trusty
-Epilogue
-Contio
-Fintellion
-FidUlink AI
-8FIGURES
-Hedgeness
-Grantd
-FinanceHQ
-Worthy
-Retirement Analyzer
More analysis and discussion in the link☝️
How can RIAs reduce admin burden and elevate client experience?
Sara Clark of @MissionWealth shares how automation, AI tools and workflows are freeing advisors to focus on clients.
Read more: https://t.co/EfrnzyCWl7
#RIA #WealthManagement #AdvisorTech
Couldn’t make it to #T32026? There’s still time to dive into the 2026 special edition of Action! Magazine by @AdvisorEngine — “From Noise to Knowledge: How RIAs Can Harness AI Power.”
Get your digital copy here 👉 https://t.co/JpM1g3lEDK
#RIAs #WealthManagement #AdvisorTech
In this month's latest in #AdvisorTech news. @altruist's launch of a new AI-powered tax planning add-on to its Hazel AI notetaker, which triggered a big selloff in the stocks of established RIA custodians like @CharlesSchwab, @LPL, and @RaymondJames: https://t.co/GaoXPwW9F3
And other interesting announcements:
-@JumpAdvisorAI and @zocksio each announced Series B fundraising rounds.
-@FMGSuite has acquired Testimonial iQ
-After a number of years where Holistiplan was the dominant tax planning software on the market, a slew of new competitors have recently arisen from both existing platforms (like @WeAreWealth, @NitrogenWealth, and @altruist) and new startups (like @hivetatech and april)
-AI meeting support startup @ContioAI (founded by Riskalyze founder @AaronKlein) has launched its new MeetingOS software.
-@maxmyinterest has launched a new private banking service for RIAs with ultra-high-net-worth clients.
And latest additions to the #fintech map:
-@OrgIQHQ (Communications Archiving/Monitoring)
-@WealthStreamHQ (Financial Planning)
-@deepvest_ai (Investment Data/Analytics)
-@CloudQixAI (Workflow Support)
-Spaces (Prospecting)
-@hivetatech (Tax)
📣 Advisors: don't forget to save your spot for tomorrow's @wealth_mgmt webinar!
Sign up now: https://t.co/VLwue4SWd1
#FinancialAdvisors #AdvisorEvents #AdvisorTech
Latest #AdvisorTech news: This month, @Pershing has become the latest RIA custodian to announce the launch a client referral program, following closely behind other custodians like @GoldmanSachs, Robinhood/@TradePMR (who in turn followed Schwab and Fidelity in light of the high demand for their referral programs) https://t.co/byE0ZARTwM
And other interesting announcements:
-@bridge_ft, the provider of data connections between RIA custodial platforms and advisor technology tools, has been acquired by iAlta
-The tax data startup TaxStatus has introduced a new Tax Return History report that allows advisors to easily compare clients' prior-year tax returns side-by-side
-@AquilanceLLC and Atomic Insights, two providers of billpay solutions for advisors of UHNW clients, have each announced separate venture capital investments
-@hublyinc has announced new integration capabilities with AI tools including @JumpAdvisorAI, @g_reminders, and @Pulse360
-Technology feature spotlight: AI notetakers' sentiment analysis tools could help advisors improve client meeting skills
We've also added the following companies to the map:
-@WealthArc
-@wealthreachai
-Zoofi
*To submit a request for inclusion or updates on the Financial Advisor FinTech Solutions Map and AdvisorTech Directory, please share information on the solution at the AdvisorTech Map submission form: https://t.co/3bIFyyRHNT
➡️Looking for service providers? We've also just launched the Financial Advisor Services Map here! https://t.co/3081F7oW5X
Will advisors who dislike outbound prospecting be convinced to give it a try using tools like @FINNYAI? This month #AdvisorTech kicks off with the news that the AI-powered prospecting solution FINNY has recently raised $17 million in Series A funding at a whopping $150 million valuation, suggesting that its investors see the potential for significant growth in tools that can make it easier for advisory firms to generate organic growth. https://t.co/BKNIKSGPqT
And other interesting news:
-@CharlesSchwab is planning to shut down its "Intelligent Portfolios Premium" service combining automated portfolio management with access to CFP professional advisors
-Startup @neviswealth has announced a $35 million fundraising round centered around the pitch that it will help advisors eliminate their administrative work and open up more time for working with clients
-@MorningstarInc has recently announced the launch of two apps within ChatGPT that will bring in proprietary investment research and data from Morningstar
Another interesting step in the direction of "do #AdvisorTech platforms really need to be all-in-one, or can an AI layer that has agents that go retrieve data from various source systems allow advisors to have an 'integrated' whole without needing to actually integrate all the data layers?"
The battle of all-in-one versus best-in-class #AdvisorTech will continue to get more nuanced as "AI Operating Systems" continue to try to overlay it all?
"Advisor360 rolls out AI-native wealth operating system" https://t.co/nI92UTb2FU
Can AI Notetakers eventually become the new front-end operating system that displaces CRM systems? Will tools that make prospecting easier trigger more advisors to start cold prospecting, or is the appeal still limited?
Check out the latest #AdvisorTech highlights in the link (article by Ben Henry-Moreland), and Financial AdvisorTech Solutions Map (produced in collaboration with Craig Iskowitz of Ezra Group): https://t.co/qnZHGh3Fz5
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