Davis Janowski
Verified- Writer, Consultant, and Technology Journalist, Freelance
- Senior Technology Editor, Wealth Management
New York, United States
Longtime tech journalist, freelancer, former analyst, (all opinions and tweets my own) Paddle guide for Manhattan Kayak, paddle boarder, kayaker, outdoorsman.
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Articles by Davis Janowski
WealthStack Roundup: Kihan Launches Constitutional Computing for AI Governance
Kihan, a new technology company, announced its formation and introduced a mathematically based architecture called Constitutional Computing, designed to make artificial intelligence governance enforceable at the point of execution. Constitutional Computing is intended to prevent unauthorized AI agent actions before they affect enterprise systems.
Few RIAs Have Named AI Leaders, Caddi Finds
Our technology columnist highlights new research from Caddi, which shows most large RIAs still lack a designated AI leader, and of those that do, many don't hire the compliance staff needed to support AI use. Davis Janowski,Senior Technology Editor, Wealth Management schedule4 Min Read Taking the pulse of artificial intelligence adoption in the RIA industry is not easy.
Advisors Debate AI Hype, ROI at Schwab Impact
Attendees at Schwab Impact confront a conference dominated by artificial intelligence, as advisors and founders debate whether the technology lives up to its promise or remains overhyped. Davis Janowski,Senior Technology Editor, Wealth Management schedule5 Min Read Jillian Altamura, head of wealth management go-to-market strategy at Anthropic, surrounded by a crowd to discuss Claude for Financial Advisors integrations on Schwab Impact.
BetaNXT Partners With Pave Finance on Portfolio Tech
BetaNXT will add Pave's portfolio construction and optimization software to its wealth management suite, giving advisors more tools to personalize client accounts at scale.
Jump Expands Claude Integration With New Advisor Skills
Jump broadens its Anthropic partnership, rolling out skills meant to transform advisor-client conversations into organized follow-up tasks, recaps and commitment tracking.
Jump Expands Claude Integration With New Advisor Skills
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Jump, a provider of artificial intelligence technology for advisors, has announced an expansion of its work with Anthropic through Claude for Financial Advisors, adding purpose-built skills that turn client conversations into follow-up tasks. The expansion builds on Jump's existing one-click Claude connector, which brings client meeting context into Claude.
Tandems Launches Hamilton AI Assistant For Advisors
The AI-native wealth platform says its new tool can manage up to 80% of daily tasks for financial professionals, drawing on insights gathered from thousands of advisors nationwide.
Is Your Tech Stack Ready for 2027? Leading Firms Share What’s Working
Planning for 2027 is putting every advisory firm’s technology under a microscope. Too many tools, too many manual handoffs, and integrations that break as you grow end up costing advisors time and costing clients a seamless experience. In this candid panel, leaders from two of the industry’s fastest-growing RIAs share how they’re making the tech decisions that matter most right now. The conversation goes past the buzzwords to cover what has worked, what hasn’t, and what they’d do differently.
WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct Indexing
In addition, news from next-generation CRM provider FinTurk, Zocks and LPL, and Masttro appoints a COO.
Healthspan Wealth Launches Platform for Advisors
Founders Thomas West and Suzanne Schmitt built the AI-driven tool to help advisors coordinate health and longevity planning across families, care teams and other professionals.
FINNY AI Partners with Visionary Square on Prospecting
Visionary Square will cover FINNY subscription costs for its network of 250-plus advisors, giving them access to AI-powered tools meant to find clients and fuel growth.
Jump Integrates with FMG to Surface Content
The integration is meant to assist advisors in more quickly finding compliance-approved content recommendations based on client meeting discussions. Davis Janowski,Senior Technology Editor, Wealth Management schedule2 Min Read Jump, a provider of artificial intelligence to advisors, announced an integration with the marketing platform provider FMG Suite.
WealthStack Roundup: Docupace Launches Next, an Agentic AI Foundation
In other advisor tech-related news, Focus Financial partners with AI provider Nevis, Deepvest rolls out financial planning suite and Acorns has acquired a social investing app. Davis Janowski,Senior Technology Editor, Wealth Management schedule4 Min Read Docupace, the back-office automation provider to many RIA firms, has announced the availability of Docupace Next 1.0, the next generation of its wealth operations platform hosted on AWS and built using modern cloud infrastructure.
SEI Names Kristie Edling-Day as Chief Information Officer
The $2 trillion asset manager and tech provider to RIAs has brought on the industry veteran to straddle both strategy and technology buildout.
Connecticut Wealth Management Hires Subatomic to Build AI Operating System
The AI Operating System will sit across the firm's custodian, portfolio management system, CRM, planning and tax software, meeting notes, phone system, email and documents.
WealthStack Roundup: Retirement Income Planning Tech Gains New Urgency
Advisors not yet using dedicated distribution-phase retirement income planning technology now have more reason to consider it. Among the findings of the 2026 Cerulli report on U.S. Defined Contribution Distribution are that nearly 40% of respondents say they want a personalized, detailed, and actionable plan to follow in retirement.
Wealthtech Vendors Scramble as Orion Introduces Data Access Fees
A week ago, I heard from the first third-party advisor technology vendor about Orion Advisor Solutions' introduction of a monthly Connected Ecosystem Support Fee intended to “help fund continued investment in the security, reliability, and scale” of Orion’s artificial intelligence and related data efforts. Messages and calls from other vendors about their fees and the concerns of other interested parties followed. I, in turn, reached out to various sources and contacts as well.
The Role of the Intelligence Layer When Deploying AI
What your RIA must consider before deploying an LLM on top of existing systems. Putting an LLM on top of your existing systems may seem like a reasonable place to start. For simple use cases and internal analysis, it can be. The harder work begins when AI has to reconcile custody, CRM, and planning data that disagree, or when you want it to proactively generate insights across your book. Getting there starts with a clear outcome, a path to reach it, and a trusted data and context layer underneath.
Altruist Adds Donor-Advised Funds to Platform
The custodian's new offering features no account minimums, lower fees than competitors and flexible investment options for advisors managing client philanthropy. Davis Janowski,Senior Technology Editor, Wealth Management schedule2 Min Read Custodian Altruist has added donor-advised funds to its platform, allowing advisors to open, fund, invest and manage those charitable vehicles for clients in minutes without a separate system, the company said.
XYPN Partners With Jump to Bring AI Tools to Its Advisors
The fiduciary advisor network will offer members discounted access to the platform's meeting prep, note-taking, follow-up communications and CRM capabilities.
XYPN Adds Income Lab as Member Benefit
XYPN, the popular network and business support platform for fee-only financial planners, announced access to retirement income planning provider Income Lab as a new member benefit and partner at its 12th annual conference, being held in San Diego. “One of the most important things we do at XYPN is listen to our members and continually evolve our benefits based on what will help them deliver better advice and build stronger firms,” said Alan Moore, co-founder and CEO of XYPN.
WealthStack Roundup: Northwestern Mutual Adopts Jump's AI Suite Original
Almost 22,000 employees of Northwestern Mutual will soon have access to artificial intelligence-provider Jump's enterprise suite, which includes the giant wealth and insurance firm’s home office and network of 85 regional offices. The rollout covers three areas of Jump’s enterprise suite, including its AI-powered meeting support, proactive and actionable insights through its intelligence tools, and integrated AI workflow support.
Betterment Advisor Solutions Launches AI Document Reader
The new tool automates brokerage statement uploads and transfer requests, meant to cut account opening time. Davis Janowski,Senior Technology Editor, Wealth Management schedule2 Min Read Betterment Advisor Solutions has launched an AI-powered document reader within its client onboarding experience that is meant to further automate the process of account opening.
Savvy Wealth Launches Custodial Platform for RIAs Original
The AI-native RIA's new offering promises 90-second client onboarding through integrated technology, with NFS providing clearing and custody services.
Milemarker Launches Advisory Firm MCP AI Server
The Snowflake-native platform's new server connects advisory firms to more than 140 custodians, CRMs, portfolio systems and planning tools through a single governed interface.
SEIA Partners With Invent to Unify Data Systems
Signature Estate & Investment Advisors, the hybrid national wealth management firm managing more than $36 billion in assets, has partnered with data and technology platform Invent to consolidate its enterprise data from multiple custodians, business lines and technology platforms into a single, governed data foundation.
WealthStack Roundup: Summarizing Envestnet's Third 2026 Technology Update Original
Envestnet released its third technology update of 2026, introducing an interactive dashboard, self-service configuration tools for Unified Managed Portfolios, and AI-powered widgets designed to reduce administrative work for advisors. The updates include a redesigned interface with customizable widgets, a new side-panel navigation system, and an AI assistant that allows advisors to query dashboard data in plain language, according to the company.
Apex Partners With FusionIQ to Simplify Financial Services Tech Development Original
The deal aims to streamline tech integration for banks, credit unions, RIAs and broker/dealers seeking to modernize wealth management products. Davis Janowski,Senior Technology Editor, Wealth Management schedule2 Min Read Apex Fintech Solutions, a clearing, custody and brokerage infrastructure provider, has partnered with FusionIQ to offer financial institutions an integrated technology stack combining Apex's brokerage services with FusionIQ's cloud-based digital wealth management platform.
Claude for Financial Advisors Sparks Debate Among Analysts, Tech Providers
Michael M. Santiago/Getty Images News/Getty Images You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters.
Claude for Financial Advisors Sparks Debate Among Analysts, Tech Providers
Industry experts welcome the AI tool's potential but question whether it can deliver the workflow specificity financial advisors require across diverse practice models.
Anthropic Launches Claude for Financial Advisors Original
The new AI suite connects to custodians, CRMs and planning tools advisors use daily and could replace some newer products already on the market.
Luminary Raises $22M to Scale AI Wealth Transfer Planning Platform Original
The fintech, which launched in 2021, now supports client assets totaling more than $500 billion and plans to further expand its AI capabilities and commercial team. Davis Janowski,Senior Technology Editor, Wealth Management schedule2 Min Read Members of the Luminary team at its New York City headquarters.
Conquest Planning Rebrands, Expands Beyond Financial Planning Original
The fintech shortened its name to Conquest and unveiled a new visual identity to reflect its evolution into a broader financial-advice platform powered by its AI engine, SAM.
WealthStack Roundup: Envestnet to Pour $35M Into Tamarac Platform Original
Envestnet is increasing its technology investment in Tamarac with what it calls a $35 million surge investment in the widely used portfolio management and rebalancing platform used by RIAs. This represents 2.5 times its regular annual investment in the technology and is part of a $1 billion, five-year research and development commitment to transform the advisor experience, according to the company.
AI-Adopting RIAs Hire More, Boost Productivity
Only 6% of independent RIAs disclosed artificial intelligence use in March 2026 filings, yet those firms manage 11% of industry assets and increased headcount by 15%. Davis Janowski,Senior Technology Editor, Wealth Management schedule4 Min Read With the avalanche of AI hype, product launches and announcements I’m constantly buried by, it is refreshing to receive analysis and data that reflects actual usage and grounds me back into some semblance of reality.
Altruist Launches AI Financial Planning Agent Original
The custodian and tech provider's new tool creates comprehensive plans in minutes, automating workflows that previously took advisors hours to complete. Davis Janowski,Senior Technology Editor, Wealth Management schedule2 Min Read On the heels of the announcement last week that behemoth asset manager Vanguard would be acquiring it, custodian and technology provider Altruist has released a new financial planning agent.
Foundations for Capturing Ideal Clients When Confidence Is Falling
calendar_month Date: Sep 16, 2026 schedule Time: 2:00 pm EDT Advisor confidence has fallen to its lowest point in years, and client confidence has dropped even further alongside it. In that environment, trust is the difference-maker — and education is still the fastest way to build it. Leads who develop trust in an advisor before the first meeting convert more easily, invest more, and stay longer as clients than those brought in through volume-based tactics.
WealthStack Roundup: Astraeus Launches AI Platform for Advisory Firms Original
In other advisor tech news, Dispatch creates and names four industry veterans to its advisory board, and Orion provides fractional share support for Schwab advisors. Davis Janowski,Senior Technology Editor, Wealth Management schedule4 Min Read Astraeus, founded in 2025, has launched its AI-native infrastructure platform, designed to provide artificial intelligence with firm-specific context for regulated advisory businesses.
A Lingua Franca for Advisors on AI
Time will tell when it comes to identifying where the cracks are in artificial intelligence, spilled by savvy advisors and RIA chief technology officers ()s. Thus far, I have gotten only anecdotal shards from advisors who have experience with multiple point solutions, principally those using more than half a dozen of the most popular AI notetaker applications, most of which also purport to manage pre- and post-meeting preparation and client communications.
WealthStack Roundup: Worthy Analyzes $1B in Client Income as Tax Tech Grows Original
Worthy, an AI-native tax-planning platform for financial advisors launched earlier this year, has analyzed more than $1 billion in taxable client income. The milestone demonstrates the growing use of Worthy’s tax-planning tools among financial advisors, according to the company. “Tax planning is a doorway,” Worthy co-founder and CEO Jonathan Hudacko said in a statement.
WealthStack Roundup: Zeplyn Launches AI Advisor Coaching Feature Original
Zeplyn, which provides an AI operating system for wealth management firms has launched Advisor Coaching, a capability that automatically evaluates and scores advisor-client conversations and delivers actionable feedback without requiring managers to review transcripts manually.
Advyzon Launches AI System Built Into Platform Original
Advyzon, the all-in-one platform provider for wealth management firms, announced the launch of Advyzon AI, an embedded intelligence system built natively within its platform. The system represents what the company calls “All-in AI,” an operating model where intelligence is embedded across a unified platform, single data model and cohesive architecture, rather than added through disconnected tools or integrations.
Q&A: Natalie Wolfsen on Orion's AI Strategy and Platform Growth Original
Orion recently announced several major milestones, including expanding its Denali AI platform with a third option to better help certain firms accelerate advice and drive growth. Every Orion product will include artificial intelligence features at no extra cost, with options that scale alongside each firm's needs.
WealthStack Roundup: Wells Fargo Rolls Out AI Teammate for Advisors
Smith Collection/Gado/Getty Images You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Wells Fargo has launched AI Teammate, an artificial intelligence-powered capability embedded within the firm's Advisor Gateway (launched in May) that is meant to help advisors, client associates and support teams access information and complete everyday work and administrative tasks.
WealthStack Roundup: Wells Fargo Rolls Out AI Teammate for Advisors
Wells Fargo has launched AI Teammate, an artificial intelligence-powered capability embedded within the firm’s Advisor Gateway (launched in May) that is meant to help advisors, client associates and support teams access information and complete everyday work and administrative tasks. The tool will be available to financial advisors across all Wealth & Investment Management advisor channels, including independent advisors who are part of Wells Fargo Advisors Financial Network.
Feathery Raises $30M to Develop AI Wealth Management Tools Original
The fintech company serves over 300 firms in insurance and wealth management, automating client onboarding, proposals, advisor transitions and account operations.
Mariner Partners With Humanity Labs for AI Workforce Original
The $630 billion RIA is deploying Humanity Labs' AI workforce across operations in a five-year deal, marking a shift from experimentation to production.
WealthStack Roundup: Envestnet Partners With Vanguard on Tax-Efficient Investment Solutions Original
Envestnet has announced an expanded relationship with Vanguard to integrate the investment management company's Advisor's Alpha framework into Envestnet's Wealth Management Platform, pairing it with tax-aware portfolio management technology meant to help advisors deliver personalized after-tax outcomes for clients. The collaboration focuses on transforming tax-aware investing from a manual process into a scalable approach through model portfolios.
Memoa Vault, an AI Tool for Recording Client Valuables, Also Provides a Touch Point Original
The AI platform helps clients catalog valuables like jewelry and watches, creating tamper-proof records of heirlooms with pricing data for 170,000 items. Davis Janowski,Senior Technology Editor, Wealth Management schedule5 Min Read Memoa Vault co-founder and CEO Shreya Nallapati (left) and her father, co-founder and COO Srini Nallapati Tarantulas.
WealthStack Roundup: Orion Achieves ISO 42001 AI Certification Original
Orion has announced attainment of the ISO/IEC 42001 certification, an international standard for artificial intelligence management systems. It becomes the second provider in the advisor technology sector to have achieved the certification. Risk and all-in-one platform provider Nitrogen announced thecompany’s completion of the rigorous process back in March, according to CEO Dan Zitting.
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