In a move that may redefine how financial advisors deliver personalized investment strategies, Vise has rolled out fully customizable options overlays—an expansion of its AI-driven direct indexing platform designed to give clients greater clarity, control, and confidence over their financial future.
In a move poised to reshape how wealth managers offer banking services, Fispoke, the modern WealthTech and banking platform, has announced a strategic partnership with Bell Bank, one of the country’s largest privately held banks. The collaboration marks Bell Bank’s first full integration into the Fispoke ecosystem, unlocking direct access to premium banking products for financial advisors and their clients—all within a single digital platform.
Artha, a cutting-edge wealth management platform specializing in portfolio optimization, has partnered with Nitrogen, a leading provider of advisor focused risk analytics and planning tools. This collaboration introduces a powerful new optimization tool within the Nitrogen ecosystem, allowing financial advisors to fine-tune client portfolios with precision all while maintaining alignment with Nitrogen’s proprietary Risk Score framework.
