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Alts Custodian private markets portfolio construction and modeling platform for alternative investment analysis

Alts Custodian Launches Private Markets Portfolio Construction and Modeling Platform for...

SAN RAMON, California — August 19, 2026 Executive Summary Alts Custodian has launched its Private Markets Portfolio Construction and Modeling Platform, enabling financial advisors, family offices...
Integrity executives announcing the launch of the Integrity Health Plan for independent agents and advisors with nationwide healthcare coverage and AI-powered enrollment support

Integrity Launches Industry’s First Health Insurance Plan Built for Independent Agents...

DALLAS — May 27, 2026 Executive Summary Integrity, LLC has launched the Integrity Health Plan, described by the company as the industry’s first health insurance solution...
Strad and FIG announce strategic partnership to help independent financial advisors deliver Virtual Family Office services and grow advisory practices

Strad and FIG Partner to Deliver Virtual Family Office Capabilities for...

SARASOTA, Florida — May 26, 2026 Executive Summary Strad has announced a strategic partnership with FIG to help independent financial advisors deliver a modern Virtual Family...
AlTi Global partners with Nevis to deploy an AI wealth management platform across its global advisor network

AlTi Global Partners With Nevis to Deploy AI Wealth Management Platform...

NEW YORK — May 14, 2026 Executive Summary AlTi Global, Inc. has announced a partnership with Nevis to deploy Nevis’ all-in-one artificial intelligence platform across AlTi’s...
InspereX announces the launch of the Aria Insights Hub and partnerships with Structured Retail Products and FinTech Studios for RIA market intelligence integration

InspereX Launches Aria Insights Hub and Announces SRP and FinTech Studios...

DELRAY BEACH, Florida — May 6, 2026 Executive Summary InspereX has announced the launch of the Aria Insights Hub, a new enhancement to its Aria technology...
Bitwise Asset Management and RFG Advisory introduce diversified crypto model portfolios for financial advisors enabling access to digital asset investments

Bitwise Asset Management and RFG Advisory Launch Diversified Crypto Model Portfolios...

SAN FRANCISCO — April 22, 2026 Executive Summary Bitwise Asset Management and RFG Advisory have announced the rollout of diversified crypto model portfolios designed for financial...
iCapital and Envestnet partnership enabling alternative investments and structured investments integration within Unified Managed Account UMA platform for financial advisors

iCapital and Envestnet Expand Strategic Partnership to Integrate Alternative and Structured...

NEW YORK and BERWYN, Pennsylvania — April 15, 2026 Executive Summary iCapital and Envestnet have announced an expansion of their strategic partnership to enable broader integration...
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