The Wealth Advisor

To address the growing demand and interest in alternative investments, Envestnet announced the launch of professionally managed model portfolios featuring interval funds on its WealthTech platform. The launch marks a significant milestone in Envestnet's mission to broaden seamless advisor access to alternative investments. Available through Envestnet's Strategist UMA (unified managed account) and Fund Strategist programs, these new offerings deliver institutional-grade solutions at scale to advisors and their clients.

DataDasher AI, developer of an agentic artificial intelligence platform purpose-built for financial professionals, has announced a milestone collaboration with Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms that serve them. 

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 17 new strategies from seven leading asset management firms to its Manager Marketplace. SMArtX's continuously growing platform now offers 1,572 strategies from 321 distinguished asset management firms.