Envestnet released its third technology update of 2026, introducing an interactive dashboard, self-service configuration tools for Unified Managed Portfolios, and AI-powered widgets designed to reduce administrative work for advisors.<\/p>\n
The updates include a redesigned interface with customizable widgets, a new side-panel navigation system, and an AI assistant that allows advisors to query dashboard data in plain language, according to the company.<\/p>\n
“Wealth management platforms were built for displaying data, not delivering intelligence,” Envestnet CEO Chris Todd said in a statement. \u201cThe Envestnet user interface now has the building blocks an AI-first experience requires: componentized widgets, configurable layouts, a task-aware notification system and a conversational process.\u201d<\/p>\n
The interactive dashboard will be available for early opt-in by larger clients beginning in mid-September.<\/p>\n
The UMP configuration portal is now live for admin template creation, with sponsor self-service capabilities planned for the fourth release later this year.<\/p>\n
Related:Apex Partners With FusionIQ to Simplify Financial Services Tech Development<\/a><\/p>\n There are also new key performance indicator widgets to help firms track customer opportunities, net flows, proposal pipeline, total accounts, and total assets.<\/p>\n And the new AI assistant opens from any Insights dashboard and helps advisors identify performance changes, explore growth opportunities, and support client conversations with summaries, according to the company.<\/p>\n Envestnet also announced enhancements to Tamarac, including portfolio reporting and CRM improvements.<\/p>\n Report Studio capabilities have been expanded, and streamlined client portal features, along with tighter connectivity between Tamarac Trading and Tamarac CRM, have been added.<\/p>\n An AI-assisted migration tool has been created to help firms convert legacy reports into Report Studio templates, while a new AI Data Analyst Agent lets users query account data using natural language.<\/p>\n In addition, planning data from MoneyGuide now appears directly in Tamarac through a new dashboard and summary tab, eliminating the need for advisors to switch between systems.<\/p>\n The client portal now supports MoneyGuide Wealth Studios as a data source for net worth pages and includes grouping options for the Comparative Review Report by account type, custodian, objective, tax status, or custom fields.<\/p>\n And Tamarac CRM now syncs cash and security reserves directly from Tamarac Trading and displays the full range of Schwab beneficiary designations.<\/p>\n Finally, Envestnet released enhancements to Envestnet | MoneyGuide designed to help financial advisors address complex financial planning needs, including support for deferred income annuities, fixed-indexed annuities, registered index-linked annuities and structured investments.<\/p>\n Related:Investment Management Platform Ridgeline Raises $250M Series E<\/a><\/p>\n The updates allow advisors to incorporate participation rates, maximum and minimum returns, and income rider details into planning calculations, the company said.<\/p>\n Also, the Investment Assets section has been updated with streamlined account entry and enhanced summary accounts, meant to create a cleaner workflow when manual account entry is required.<\/p>\n And within the Long-Term Care Analysis section of the platform, a searchable database by ZIP code or city for cost-of-care assumptions has been added.<\/p>\n MoneyGuide plan data now reaches advisors and clients inside the Tamarac platform through a new dashboard and summary tab on the client record.<\/p>\n Wealth Studios Lifestyle Studio includes new views and reports focused on tax planning and tax results, intended to make the underlying tax engine easier to access and understand, according to the company.<\/p>\n Amplify Technology Adds Account-Level Risk Tolerance, Consolidated Trading<\/p>\n Amplify Technology LLC, an AI-native RIA growth platform built on data lake architecture, has released three new platform capabilities covering risk documentation, trading and client access, designed to reduce the number of screens and clicks advisors need to complete tasks.<\/p>\n Related:Luminary Raises $22M to Scale AI Wealth Transfer Planning Platform<\/a><\/p>\n The platform now allows risk tolerance to be recorded on individual accounts alongside household scores using the same questionnaire templates and scoring advisors already use, according to the company.<\/p>\n \u201cEvery book of business holds accounts that sit outside the household profile for good reason,\u201d Amplify Chief Product Officer Churni Bhattacharya said in a statement. \u201cAdvisors have been left with a household score skewed by the exception, or at risk of not accounting for the exception because it was living in a silo. Neither position would be defensible in a suitability review. Adding risk tolerance at the account level ends that trade-off.\u201d<\/p>\n The Account List shows every account in the household with its current status, the source of its score, the custodian, the last risk tolerance questionnaire date and its portfolio and tolerance scores.<\/p>\n Trading activities have also been consolidated into a single destination called Trade Management, with expanded rebalance modes, account filtering, target weights at a glance and lower execution drift reserves on equity sales, according to the company.<\/p>\n Finally, later this month, advisors will be able to invite clients to the Addepar client portal directly from within Amplify\u2019s Clarity\/CRM, eliminating the need for separate credentials.<\/p>\n Zeplyn Launches Agent Studio, MCP Server for Custom AI Agents<\/p>\n Zeplyn has launched Agent Studio and the Zeplyn Model Context Protocol Server, two capabilities that enable wealth management firms to create custom AI agents and deploy them across AI applications their teams use.<\/p>\n Agent Studio is designed to help firms define how an agent should operate, including the plain-language instructions, the information it should consider, and the output it should produce, according to the company.<\/p>\n Firms can, for example, create agents that prepare annual review briefs, produce meeting recaps, or draft client emails in the firm\u2019s voice, according to the company.<\/p>\n The Zeplyn MCP Server extends those agents beyond the Zeplyn interface through a standard protocol, giving MCP-compatible AI applications and proprietary advisor tools governed access to agents created in Agent Studio, Zeplyn\u2019s client intelligence, and more than 60 wealth-specific tools.<\/p>\n Both capabilities operate within Zeplyn\u2019s existing governance architecture<\/a>, which includes role-based access, audit trails, PII redaction, configurable data retention, and human review, according to the company.<\/p>\n In July, Zeplyn launched an Advisor Coaching capability<\/a> meant to automatically evaluate and score advisor-client conversations and deliver actionable feedback without requiring managers to review transcripts manually.<\/p>\n Conquest Launches Self-Serve Platform for Independent Advisors<\/p>\n On the heels of its recent rebrand and pivot<\/a>, Conquest has launched a self-serve offering that gives RIA firms with 10 advisors or fewer direct access to its AI financial advice engine, including its Strategic Advice Manager, without going through a traditional software sales process.<\/p>\n The company, which has historically focused on enterprise firms requiring custom delivery<\/a>, built the new path in response to sustained demand from independent RIAs. Advisors can purchase a subscription directly through the Conquest website or sign up for a free trial.<\/p>\n \u201cAdvisors want access to verifiable AI so they can provide personalized, compliant financial guidance in a fraction of the time,\u201d Ken Lotocki, chief product officer of Conquest, said in a statement.<\/p>\n \u201cThis self-serve path gives those firms access to the same financial advice engine our enterprise clients rely on, with a faster time to value through a digital and scaled onboarding experience.\u201d<\/p>\n The digital purchase, setup and onboarding experience is designed to get independent advisors and smaller firms operational in days, according to the company. Key integration partners available at launch include Jump, Morningstar, Schwab Advisor Services, TradePMR by Robinhood and Zocks.<\/p>\n The offering is being tested by a select group of independent advisors, with broader access coming soon. It will initially be available in the U.S., though pricing for the new self-service product was not yet available at press time.<\/p>\n AdvisorCRM Launches App-Building Platform for Advisory Firms<\/p>\n AdvisorCRM has launched AdvisorCRM Studio<\/a>, a flexible app-building platform meant to allow advisory firms to create custom tools, reports and workflows using plain language.<\/p>\n According to its creators, the platform is intended for firms that have outgrown rigid software but lack the time, budget or technical resources to build custom technology from scratch.<\/p>\n AdvisorCRM’s own solutions<\/a>\u2014including Trove<\/a>, Ember and its AI-native CRM\u2014are the first apps built on Studio, the company said.<\/p>\n