WealthStack Roundup: Wells Fargo Launches AI Teammate Tool
Wells Fargo has launched AI Teammate, the company’s embedded artificial intelligence capability. Advisor Gateway (Launched in May) That’s to help consultants, client partners and support teams access information and complete day-to-day business and administrative tasks.
The tool is available to financial advisors across all wealth and investment management advisory channels, including independent advisors who are part of the Wells Fargo Advisors Financial Network.
“We are investing heavily in AI and technology to empower advisors, grow client relationships and gain market share,” said Sol Gindy, head of WIM Client Relationship Group and Wells Fargo Advisors.
AI Teammate introduces a chat-based experience that allows users to ask questions in plain language, get quick responses and take action.
At its core, AI Teammate helps teams search and aggregate data from a company’s central data center to quickly find answers through plain-language search. It quickly summarizes product and process information, moves forward with guided workflows and allows consultants to spend less time navigating multiple pages, the company says.
Over time, capabilities will expand to help advisors uncover new opportunities, prepare personalized insights for client conversations, and strengthen client relationships and focus on actions that support practice growth.
Investnet launches research-approved time gap fund list
Envestnet has released the preliminary listing approved by the study by Envestnet PMC, the managing research team, who have completed the firm’s due diligence process, expanding the company’s alternative investment capabilities.
The Interval Fund is available through Investnet’s integrated managed account platform, where the firm’s manager research team covers and expands the list of approved interval funds, according to the company, specifically for managed accounts, mutual funds, exchange-traded funds and fund strategist portfolios.
“Interval funds are a relatively new investment vehicle package, and advisors and investors need reassurance that putting money into these products for exposure to private markets is going well and that risks or concerns will be resolved,” Todd Rice, InvestNet’s head of investment products and services, said in a statement.
Investnet It first announced the availability of term funds in March 2026 on the UMA platform.
The company offers accounting management, trading, balancing and tax management capabilities.
“If you want to invest in the private markets, it’s important to invest with the right manager, but most time gap funds have short records,” said Dana D’Oria, CEO and Group President of InvestNet Solutions.
More information can be found through Investnet Alternative Research Center.
In June, SUBSCRIBE, a fintech that provides an enterprise operating system for alternative investments, announced a strategic partnership with InvestNet. It means allowing advisors to include alternative investments in SUBSCRIBE’s Altscape Marketplace on Envestnet’s UMA and Tamarac platforms.
Vanilla launched an estate planning support service.
Vanilla, an estate planning platform for wealth management firms, has launched Vanilla Concierge, giving advisors direct access to the firm’s trusted team of wealth professionals.
The first category of service is abstraction service, which includes document abstracting It featured a vanilla home team. As of 2019, the company has now expanded to include multi-session training for practices where they walk a consultant through a client’s plan and work to build their own profile.
“Consultants have always been able to call on our team, not just our software,” said Gene Farrell, CEO of Vanilla. “Vanilla Concierge gives them that name and makes it easy to find. As more organizations bring us more complex work, we’re building ways to give them the support they need.”
Julia Santulano, director of abstract services at Vanilla, leads the practice, bringing more than two decades of trust and estate experience, including more than 10 years as an associate attorney and five years leading the senior planning team for a national broker/dealer in estate and tax planning.
According to the company, Vanilla employs a team of more than 15 trust and estate professionals, including 10 non-practicing attorneys.
Vanilla Concierge is available as an add-on service to all Vanilla subscribers.
Vanilla was launched in 2019 With long-time advisor Steve Lokshin and has received more than 80 million dollars in funding so far The last 35 million dollars Being an extension of the S Series B round in late 2024.
BondWave expands trade monitoring capabilities in the Effi Platform
BondWave LLC released an updated version of it. Iffy platform This adds 14 configurable features to the trading control module and enhances its trading quality analysis capabilities, the company said.
The company, which focuses on fixed income technology, now offers 23 fully configurable valuations that companies can customize, including for performance yield, base price, minimum price, minimum level, increments, muni limited offer, deminimis and sales credit/markup variance.
“Fixed revenue compliance and business teams are under constant pressure to do more with greater accuracy,” said Michael Ruvo, CEO of BondWave.
According to the company, the new features can create special conditions for internal evaluation and solution.
Privileged users can now view trade information directly from their trade file, searchable by security ID and date.
A marketing quality analysis solution now allows users to identify marketing spend and quality from the marketing side.
The platform has been upgraded to .NET 10 and extended right-click context menu functionality on all pages.
SmartRIA Launches AI-Powered Communications Archiving Tool
Cloud-based compliance management platform SmartRIA has launched SmartArchive, an AI-powered digital communications archiving and monitoring capability that enables registered investment advisors and independent broker/dealers to capture, track and review business communications across multiple channels from a single platform.
SmartArchive is the third in SmartRIA’s AI-powered compliance suite, joining SmartReview and SmartAssist, both introduced earlier this year.
The new product is built on technology licensed from Presults, a specialist archive storage technology provider and competitor.
In particular, a smart archive allows organizations to store text messages, social media messages, emails and websites from one centralized system.
In the year Founded in 2015, the company has raised two rounds of seed funding from Market Advice and Dynasty Financial Partners in 2021 And 2023.
