Advyzon, an all-in-one technology provider to the wealth management industry, has launched Sphere, a platform featuring curated managed portfolios, as part of its Advyzon Investment Management platform.

“While others in the industry have zero strategist fees, we’ve gone a step further by significantly reducing platform and trading fees. In doing so, we’re removing one of the biggest barriers that has prevented many advisors from offering their clients professionally managed model portfolios: cost,” Alex Riedel, managing director, head of client portfolio management at AIM, said in a statement.

Sphere will launch with six managers: Franklin Templeton, Zacks Investment Management, VanEck, Innovator Capital Management, Potomac and Janus Henderson Investors.

According to Advyzon, advisors on the Sphere platform will receive:

Related:SS&C Unifies Wealth Management Platforms Under Black Diamond

CAIS, Solactive Launch a Private Credit BDC Index

Alternative investment platform CAIS has created the Solactive CAIS Private Credit BDC Index (CAISCRED), which will be available through CAIS’s RIA, CAIS Advisors LLC.

CAIS partnered with Solactive, an index provider, to design the index.

CAIS said the launch of CAISCRED marks the beginning of a broader index series it is developing, which “seeks to deliver standardized, transparent benchmarks for private market allocations.”

CAISCRED is intended for advisors to benchmark private credit BDC performance and monitor exposure in perpetual non-traded BDCs. The rules-based index will be rebalanced quarterly to measure the net performance of 40 perpetual non-traded BDCs, representing $130 billion in private credit net assets and 8,000+ underlying loans.

FINNY Debuts New Outreach and Prospecting Tools

Related:AssetMark Hires New Head of RIA Channel From Envestnet

FINNY AI Inc., an AI-powered prospecting and marketing platform, has rolled out Multi-Channel Campaigns, which allow advisors to build automated, multi-channel outreach sequences. The prospecting feature combines LinkedIn Actions, AI-generated voicemails, personalized emails and handwritten direct mail into a single campaign.

In concert with the announcement, FINNY is introducing LinkedIn Actions. This new capability enables advisors to schedule LinkedIn tasks such as connection requests and direct messages within the FINNY platform.

“The future of prospecting is multi-touch, multi-channel and hyper-personalized, and LinkedIn will play a key role in that,” Victoria Toli, FINNY co-founder and president, said in a statement. “Multi-Channel Campaigns and LinkedIn Actions will level the playing field for advisors of all sizes, allowing solo practitioners and lean teams to operate with the scale and sophistication of a fully staffed marketing department.”

InvestCloud Adds AI-Enabled Solutions to Drive Advisor Productivity and Enhance Client Engagement 

InvestCloud announced AI-enabled solutions that it says will help advisors increase productivity and deliver greater value to clients.

The new solutions, Intelligent Screening and Intelligent Meeting, include technologies from smartKYC, a provider of AI-driven know your customer risk screening and monitoring solutions, and Zocks, a privacy-first AI assistant for financial advisors. 

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Intelligent Screening automates due diligence during client onboarding and performs ongoing risk monitoring. Intelligent Meeting automates meeting preparation, notetaking, action-item tracking and post-meeting workflows.  

“With this new generation of wealth solutions, starting with Intelligent Screening and Intelligent Meeting, we’re leveraging data and AI in new ways to address the disjointed systems and fragmented data challenges that are precluding optimal outcomes for advisors and their clients,” Dan Bjerke, president, digital wealth at InvestCloud, said in a statement. “smartKYC and Zocks share our commitment to creating a smarter financial future, and with them we are enabling advisors to work smarter across the full client lifecycle and to foster deeper more productive relationships.”

Broadridge Integrates Uptiq Tech into its Wealth Lending Network

Global fintech Broadridge Financial Solutions announced a new strategic partnership and minority investment in Uptiq, an AI platform for financial services.

The firm is integrating Uptiq’s technology into its Wealth Lending Network to provide financial advisors and banks access to turnkey, agentic AI applications that automate securities-based lending workflows.

“With Uptiq’s AI-powered tools and Broadridge’s Wealth Lending Network, we are enabling advisors to deliver smarter lending recommendations, save time, and ultimately help their clients access the liquidity needed to achieve their financial goals,” Mike Alexander, president of wealth management at Broadridge, said in a statement. “Our investment demonstrates our commitment to driving innovation in the wealth lending ecosystem.”

The Broadridge Wealth Lending Network is a digital platform that connects wealth managers, financial advisors and their clients with a network of lenders that extend securities-based lines of credit. Through the integration with Uptiq, financial advisors will be able to more easily source and compare loan options tailored to their clients’ needs, while automating manual tasks such as referral submission, loan processing and covenant tracking.