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Wallace Finance Launches AI-Driven Custom Indexing and Tax Loss Harvesting for Advisors

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By Matt Baldwin
| SMB & Me
CHICAGO, IL , June 15, 2026 (GLOBE NEWSWIRE) -- Wallace Finance Co. today announced the launch of Wallace for Advisors, a unified investing, planning, and tax alpha platform built for wealth managers and registered investment advisors (RIAs). The platform brings institutional-grade custom direct indexing, automated tax-loss harvesting, and goals-based planning together in a single, AI-driven experience that connects directly to the custodian of choice.
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