{"id":542918,"date":"2026-07-10T15:38:09","date_gmt":"2026-07-10T15:38:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/542918\/"},"modified":"2026-07-10T15:38:09","modified_gmt":"2026-07-10T15:38:09","slug":"wealthtech-roundup-envestnet-vanguard-pair-tax-aware-investing","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/542918\/","title":{"rendered":"Wealthtech Roundup: Envestnet, Vanguard Pair Tax-Aware Investing"},"content":{"rendered":"

Envestnet has announced an expanded relationship with Vanguard to integrate the investment management company’s Advisor’s Alpha framework into Envestnet’s Wealth Management Platform<\/a>, pairing it with tax-aware portfolio management technology meant to help advisors deliver personalized after-tax outcomes for clients.<\/p>\n

The collaboration focuses on transforming tax-aware investing from a manual process into a scalable approach through model portfolios.<\/p>\n

Vanguard’s<\/a> Advisor’s Alpha framework emphasizes tax-efficient retirement strategies, including tax-loss harvesting, based on more than 25 years of research identifying activities through which advisors can add value to client returns.<\/p>\n

Vanguard will participate in Envestnet’s<\/a> Fund Strategist Tax Management Advantage program, which, according to the company, removes cost barriers to tax management services. Advisors using Fund Strategist Portfolios, including Vanguard Active-Passive model portfolios, can apply ongoing tax management aligned to client-specific preferences at no additional cost for eligible portfolios.<\/p>\n

Related:The WealthStack Podcast: How AI Is Reshaping Private Market Investing with Anna Joo Fee<\/a><\/p>\n

BetaNXT Partners With CAIS to Streamline Alternative Investments for Advisors<\/p>\n

BetaNXT has integrated with alternative investment platform CAIS, allowing simplified connections between firms using BetaNXT and CAIS’s alternatives capabilities, including its alternative investment marketplace, across the full trade lifecycle.<\/p>\n

The partnership provides advisors with automated workflows across the alternatives lifecycle, from subscription documents and capital calls through trade processing, confirmations, settlements and position reporting.<\/p>\n

By combining CAIS’s platform<\/a> capabilities with BetaNXT\u2019s real-time data capabilities, the partnership reduces the operational burden that has historically made alternatives difficult to scale at the firm level, according to the companies.<\/p>\n

GReminders has released an AI-powered field extraction tool, GReminders Forms, that automatically updates records in Redtail, Wealthbox, Salesforce and Salesforce Overlays from uploaded intake documents and meeting transcripts.<\/p>\n

The tool allows users to upload completed client documents\u2014including PDF intake forms, financial questionnaires and account applications \u2014 into the GReminders interface, where an embedded AI agent scans the document, compares new information against the existing CRM record and highlights recommended updates side-by-side.<\/p>\n

The functionality integrates with the GReminders AI Notetaker, which extracts personal or financial details shared verbally during consultations from meeting transcripts and maps them directly into the client\u2019s profile, the company said.<\/p>\n

Related:Memoa Vault, an AI Tool for Recording Client Valuables, Also Provides a Touch Point<\/a><\/p>\n

GReminders Forms is available immediately for all Business Plan users, according to the company. Advisors can view a demonstration video on the company website<\/a>.<\/p>\n

In February GReminders announced an expansion of its existing integration with Redtail.<\/a><\/p>\n

RISR Lands $16B OnePoint BFG Wealth Partners<\/p>\n

OnePoint BFG Wealth Partners, a Parsippany, N.J.-based wealth advisory and financial planning firm managing more than $16 billion in assets, will deploy the RISR business-owner engagement platform<\/a> across its centralized planning function and advisor teams serving entrepreneurs and privately held business owners.<\/p>\n

RISR is meant to help advisors understand a client\u2019s business\u2019s financial health and value by providing insights into valuation, growth opportunities, risk exposure and succession readiness.<\/p>\n

\u201cBusiness owners are one of the most complex and underserved client segments in wealth management,\u201d said Jason Early, founder and CEO of RISR.<\/p>\n

\u201cAs we continue to grow, we\u2019re investing in technology that helps our advisors deepen client relationships and address increasingly complex planning needs,\u201d said Andy Schwartz, CEO at OnePoint BFG, in a statement.<\/p>\n

Related:With AI, Firms Are Solving for Convenience, Not Operational Outcomes<\/a><\/p>\n

RISR announced a similar partnership with Allworth Financial in February<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Envestnet has announced an expanded relationship with Vanguard to integrate the investment management company’s Advisor’s Alpha framework into…\n","protected":false},"author":2,"featured_media":542919,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[72,176,61,60,174,175],"class_list":["post-542918","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-ie","tag-ireland","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/542918","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=542918"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/542918\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/542919"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=542918"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=542918"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=542918"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}