Savvy Wealth is giving advisors real-time insights on when their clients may need them most.

The Orion Compare tool offers real-time insights on portfolio changes and works up talking points for clients.

WEALTHAWK is giving advisors data on prospects with "money in motion" events.

Snappy Kraken's email builder helps advisors communicate with clients, who are opening those messages at high rates.

FP Alpha's Estate Snapshot turns client documents into opportunities for holistic planning.

RBC Wealth's Campaign Central is making advisor emails irresistible for clients.

Nationwide is developing interactive, personalized training programs in the metaverse.

RBC Wealth's Insights tool gathers data to help advisors deepen client relationships.

While 65% of asset managers are in some phase of testing out GenAI, only 5% have actually applied it to a firm-wide growth strategy, a KPMG survey found.

Investment management firm Vanguard has cut the investment minimum to access its robo advisor from $3,000 to $100 in assets.