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Technology provider BetaNXT has announced the launch of two new initiatives simultaneously: InsightX, an enterprise AI platform and an AI Innovation Lab, aimed at accelerating the development and integration of AI technology; Both are for wealth and asset management firms.
InsightX aims to help companies adopt AI capabilities without building them from scratch and improve operational efficiency by enabling companies to better integrate automation, analytics and insights into workflows. According to the company, it offers features like data quality and governance, domain-aware design, and interpretability.
It offers flexible deployment options, including integration via API, embedding within existing BetaNXT solutions, or can be adopted as a standalone offering that includes Data Studio (a self-service tool for creating custom dashboards and data visualizations with agent AI assistance), Compass (an AI assistant that enables natural-language prompting), and Solutions Hub (to address specific operational or business needs Contains production-ready AI) developed by BetaNXT.
“From boutique asset managers looking to optimize distribution to larger broker/dealers looking to enhance advisory support, our AI platform provides the infrastructure and tools they need,” said. jonathan reeveChief Product Officer of BetaNXT.
According to the company, the AI Innovation Lab, powered by BetaNXT’s OneNexus platform, aims to provide client companies with production-ready AI technology in as little as 90 days.
“AI initiatives often stall when companies try to move beyond experimentation,” said Chris Nobles, division executive at BetaNXT business Mediant. “The BetaNXT AI Innovation Lab is designed to break that cycle, delivering AI-native workflow solutions from concept to production in weeks, not years.”
According to the company, the lab’s initial solutions targeting key operational challenges are already in development and will be announced in the coming weeks.
company Launching its DataXChange platform in February 2025is meant to help wealth management firms struggling with data integration and consolidation.
BetaNXT is a combination of Mediant Communications’ technology and three legacy platforms Acquired by Clearlake Capital and Motive Partners from Refinitiv in early 2022 for $1.1 billion.
Conquest Planning Inc. has launched a Spanish-language version of its financial planning platform, expanding its bilingual capabilities to better serve the U.S. market, where Spanish is the second most spoken language.
The new interface allows advisors to switch between English and Spanish within the platform, enabling them to work directly with Spanish-speaking clients. According to US Census Bureau data, approximately 45 million people in the United States speak Spanish at home.
The company emphasized that the Spanish-language interface is in line with its mission to democratize access to financial advice. Conquest’s platform is now available in English, French and Spanish, with plans to add Simplified and Traditional Chinese later this year.
The firm also announced that it has now created more than two million financial plans with its platform for families and individuals worldwide, although the majority of its user base is in Canada, and there has been significant expansion in the US market.
CitiWealth has launched three AI-powered advisory tools, including Citiscribe, AskWealth CIO and Client360, as well as a client-facing portfolio reporting and insights tool.
CitiScribe is an AI-powered notetaker for Citi advisors that summarizes client discussions and, as many third-party providers advisors are already familiar with, aims to eliminate manual documentation, automate follow-ups, and help streamline workflows.
AskWealth CIO is an interactive platform that provides advisors with real-time information from the Chief Investment Office, currently available on pilot basis across North America. The tool allows advisors to access CIO perspectives directly from the firm’s latest reports through a chat interface.
Client 360 consolidates client data into one view and is now in pilot phase with select advisors in North America. It integrates holdings, positions, call logs, opportunities and interests to enable faster, more personalized engagement.
Finally, Portfolio Intelligence is a client-facing tool that provides personalized portfolio insights and is now available to Citi Private Bank clients in North America.
The platform integrates positions, performance metrics and market insights from City Wealth’s main investment office into a single digital experience. This enables advisors to deliver personalized messages through an app, promoting continuous engagement and informed decision making.
“Our aim is to create an ecosystem of AI-powered tools that identify investment opportunities, address risks and provide guidance on next steps,” said Andy Sieg, head of funds. According to the company, Portfolio Intelligence will expand to Citi Private Bank clients globally in the second quarter and to all wealth clients by the end of 2026.
“Our aim is to build an ecosystem of AI-powered tools and this is part of its broader effort to increase advisor efficiency and client engagement,” Sieg said.
National independent broker/dealer and RIA GWN Securities has rolled out Advisor360°’s Parrot AI capabilities to its approximately 800 advisors.
GWN is based in Palm Gardens, Florida, has approximately $21 billion of total assets under management and began using the Advisor360° platform in May 2024.
Advisor360°, which launched in 2019, announced a rewrite of its AI-Native Platform in December 2025.
In January 2025, Advisor360° acquires Boston-based Parrot AI And integrated its automated notetaking, meeting preparation, summarizing and communication capabilities into its platform and also offered it as a stand-alone product to other advisors in April. Advisor360° introduced additional enhancements to Parrot in July, including the ability to go hands-free using voice-enabled prompts, enabling users to create new contacts, assign tasks, and perform other actions.
Advisor360° also recently announced a new integration with CapitalROCK’s rightbridgeBringing together digital account opening and case management within a single, connected workflow.
According to Advisor360°, this integration was prompted by MassMutual (its largest client) to enhance its investment account opening process and create a more seamless experience for advisors and clients.
That integration brought together Advisor360°’s digital onboarding capabilities with RightBridge’s infrastructure best interests frameworkEnables advisors to initiate, document, and complete account openings without duplicate data entry or disconnected systems.
VanEck makes many of its ETF model portfolios available through Orion. The move expands the reach of VanEck’s multi-asset investment strategies and marks the firm’s first integration of its model portfolios with the Orion platform.
The five VanEck model portfolios now available through Orion include the Wealth Builder Plus Portfolio Core, which provides exposure to equities and fixed income with strategic allocations to real and digital assets, with allocation strategies across three risk profiles (Conservative, Moderate and Aggressive). Portfolios combine active and passive security selection within a systematic investment framework designed to maintain diversification and manage risk in market environments.
Additionally, there is a Real Assets portfolio that allocates to commodities, natural resources equities, gold, REITs, MLPs and infrastructure. The portfolio uses a rules-based, data-driven process to navigate allocations across real asset sectors to help address inflation and diversify traditional portfolios.
Finally, VanEck added a Select Opportunities Portfolio, an equity-focused, high-conviction strategy that builds on VanEck’s investment views across asset classes, sectors, geographies and risk factors to pursue capital appreciation within a risk-managed framework.
The models are managed by VanEck’s Multi-Asset Solutions team, led by David Shessler, Head of Multi-Asset Solutions and Portfolio Manager.
