Core Insights - BetaNXT is expanding its investment in AI-driven wealth management innovation to enhance product development and modernization, although the scale of the investment has not been disclosed [1] - The company has implemented advanced AI models over the past year to improve the processing of regulatory and investor-facing materials, which has led to reduced manual review and faster workflows [2] - The chief technology officer emphasized the company's mission to support clients in modernizing and innovating, focusing on strategic applications of AI across the wealth management lifecycle [3] Investment Focus Areas - The AI-driven innovation will concentrate on four main areas: data aggregation, workflow automation, business intelligence, and predictive analytics [4] - In data aggregation, AI will be utilized to streamline the processing of complex information, addressing issues related to disparate sources and manual errors, thereby enhancing user experiences [4] - Workflow automation aims to reduce the time spent on routine tasks, allowing clients and internal teams to focus on higher-value activities [5] - Business intelligence initiatives will enhance the DataXChange platform with AI insights, enabling clients to measure performance and identify new opportunities more effectively [6] - Predictive analytics will deploy forecasting models to identify patterns and predict future outcomes, with an initial focus on mitigating advisor attrition risk [7]

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. The international wealth management technology provider FNZ has announced $650 million in fresh equity funding from its institutional shareholders. While a statement announcing the funding lacked details on how much its investors contributed, the firms involved in the round included La Caisse, Generation Investment Management, Canada Pension Plan Investment Board (CPP Investments) and Motive Par ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Wealthtech provider Orion announced Denali AI this week, the company’s new enterprise intelligence platform that will power what the company is referring to as its AI-first ecosystem, when it is fully available. For now, the technology remains in beta with select Orion advisory firm clients. Broad availability is expected sometime in 2026 at which time details on pricing and other aspects of Den ...

Wealth management technology provider FNZ and AJ Bell, an investment platform based in the UK, have agreed to extend their technology partnership for another decade. The collaboration, which initially started in 2009, will see FNZ maintain its role in supplying the essential technology that powers AJ Bell's dual-channel platform, catering to both advised clients and direct-to-consumer (D2C) customers. FNZ's technology supports essential functions such as market connectivity, trading, settlement, custody, ...