FINNY has partnered with Osaic to supply its AI-powered prospecting and advertising and marketing platform to the impartial dealer/vendor’s hundreds of advisors. The partnership offers Osaic’s monetary professionals entry to know-how that automates lead technology and consumer outreach.
Osaicwhich oversees greater than $700 billion in property beneath administration and operates one of many largest advisor networks in the US, will combine FINNY’s platform to assist its advisors monitor life occasions, automate personalised outreach and cut back handbook prospecting.
The platform consists of FINNY’s predictive F-Rating matching engineIntent Search know-how that processes 1.8 billion daily-updated intent alerts to establish prospects based mostly on real-time on-line exercise, and Multi-Channel Campaigns for automated outreach throughout LinkedIn, e mail, voicemail and unsolicited mail.
The announcement follows FINNY’s $17 million Collection A funding spherical led by Venrock, which the corporate mentioned would speed up product growth and platform progress.
FINNY additionally not too long ago collaborated with Built-in Companions to deploy its know-how throughout lots of of advisors and CPAs.
A Tally of 2025 AI-Pushed Effectivity and Price Financial savings
Docupace, the back-office know-how supplier to wealth administration corporations, introduced that, between it, PreciseFP (the AI-enabled consumer knowledge gathering and onboarding platform it now owns) and Hubly (its workflow automation subsidiary), collectively eradicated greater than 200,000 hours of handbook duties and automatic roughly 4 million duties throughout all their buyer corporations throughout 2025.
Extra particularly, PreciseFP had reportedly saved 198,012 hours in 2025 by automating consumer knowledge assortment and eliminating redundant handbook entry (which was calculated because the equal of $29.7 million in productiveness beneficial properties). This was throughout greater than 400,000 consumer accounts and was a 28% enchancment improve over 2024 knowledge.
Breaking this down additional, in accordance with Docupace, an advisor with a $150 hourly price working with 100 shoppers over the 12 months would reclaim $45,000 price of their time on an annual $1,000 spend for PreciseFP (the calculations are based mostly on the assumptions {that a} monetary advisor’s time is price $150 per hour; and three dataset strikes per consumer at half-hour every).
Hubly, which focuses on automating operational workflows at RIA corporations, reported that in 2025 its customers accomplished 719,559 workflows and three.9 million particular person duties, representing 57% and 69% year-over-year will increase, respectively. One other fascinating statistic reported was that Hubly customers accomplished 225,430 knowledge kinds in 2025, which, in accordance with Docupace, represents a 141% improve from the prior 12 months.
Hubly not too long ago introduced integrations with the AI-driven platforms Leap, Pulse360 and GReminderswhich might make for some much more fascinating statistics for 2026.
The above is only a abstract of a few of the knowledge Docupace shared. Advisors who need much more can go to their announcement on-line.
Asset-Map Integrates with Leap
Fashionable visible monetary planning software Asset-Map now integrates with the AI-driven notetaking, assembly and communication automation supplier Leap.
Because of the mixing, mutual customers can leverage Leap’s AI know-how to seize and course of consumer conferences, mechanically extracting prioritized insights and intelligently suggesting updates inside the Asset-Map family framework. This closes the hole between what’s mentioned in conferences and what will get acted on, holding family maps present, compliant and conversation-ready.
“Leap’s AI-powered method aligns completely with our perception that know-how ought to amplify human strengths, particularly the advisor’s position as a communicator, educator and information,” mentioned H. Adam Holt, CFP, founder and CEO of Asset-Map.
Advisors can see a stay walkthrough of the integration throughout a webinar on Feb. 25 at 2 p.m. ET. That is one among Asset-Map’s first AI integrations, and this partnership with Leap, in addition to with different AI notetakers, will increase through the 12 months, in accordance with the corporate.
Asset-Map has a protracted record of integrations and partnerships, together with Orion, Black Diamond, Nitrogen, Cetera, and, most not too long ago, eMoney Advisoramongst others.
It was a busy 2025 for Leapthroughout which it grew its person base to greater than 20,000 advisors, together with partnerships with Osaic, LPL Monetary, Ceteraand most not too long ago, Focus Monetaryamongst others, in addition to integrations with monetary planning suppliers eMoney, RightCapital and others.
Focal Integrates with BeFi Platform Shaping Wealth
Focal has built-in with Shaping Wealth to embed behavioral teaching immediately into its AI-powered assembly workflow platform for monetary advisors. The mixing allows advisors to obtain real-time, research-backed behavioral intelligence and personalised teaching insights throughout consumer conversations.
The partnership combines Focal’s AI assembly help capabilities with Shaping Wealth’s behavioral science-based studying options, offering advisors with structured suggestions on empathy, readability, engagement and determination assist throughout consumer interactions.
Shaping Wealth’s behavioral intelligence brokers analyze assembly interactions and consumer communication patterns to establish teaching alternatives.
Administration groups acquire visibility into team-wide efficiency by way of pattern insights, sentiment monitoring and evaluation of what top-performing advisors do in a different way. The system offers actionable suggestions to assist advisors prospect extra successfully and enhance conversion charges throughout current shoppers.
Shaping Wealth’s methodology attracts from educational analysis and real-world advisor coaching to deal with behavioral drivers that form consumer experiences. The mixing permits advisors to establish strengths, uncover blind spots and apply focused teaching insights instantly.
PPB Capital Companions Pronounces Updates, Partnership with Delio
PPB Capital Companions introduced a serious enhancement to its Non-public Investments Trade know-how platform, PIX, transitioning to a brand new underlying know-how supplier, Delio, to present advisors a sooner, extra environment friendly solution to entry different investments.
The enhancement permits advisors to discover, transact and monitor personal market methods extra clearly and effectively by way of an upgraded digital atmosphere. Advisors will acquire entry to the improved platform beginning this month.
“Enhancing PIX is a vital step in delivering the delicate, intuitive know-how expertise advisors anticipate,” mentioned Amanda Bannon, chief working officer at PPB. “This evolution strengthens all the PPBx program and permits us to pair PPB’s funding experience and high-touch service with a contemporary, enterprise-grade digital platform.”
The improve delivers extra environment friendly workflows by way of streamlined subscription processes with automated knowledge sync, enhanced transparency through real-time dashboards and multi-level portfolio views, and a contemporary interface with tailor-made workflows and improved navigation.
“We’re excited to assist PPB as they elevate the Non-public Investments Trade for U.S. advisors,” mentioned Gareth Lewis, co-chief government of Delio, in an announcement. “Delio’s infrastructure offers PPB the flexibility to customise, management, and repeatedly improve their personal markets expertise.”
PIX stays PPB’s platform and technique, with Delio offering the know-how layer that allows sooner innovation whereas PPB continues to personal the roadmap and integration technique.
