Millennials Eager To Retire Early

In the agreement, Dynasty will deploy Wealth.com’s AI document extraction technology, through a firmwide rollout of Ester™ AI as a Service. The integration will introduce a new Estate & Tax Agent within Dynasty’s AI Virtual Assistant, enabling advisors to move beyond static estate documents toward continuously monitored estate intelligence.

SEI has joined forces with IBM to accelerate enterprise transformation through agentic AI and automation and modernize how it operates, innovates, and delivers value to clients—reinforcing the company’s commitment to sustainable growth.