Commonwealth Financial Network has partnered with technology platform Wealth. com to provide its more than 2,300 financial advisors estate planning aid. Wealth. com, an end-to-end estate planning platform based in Tempe, Ariz., will provide technology that assists Waltham, Mass.-based Commonwealth’ s advisors and members of its advance planning team in helping clients create their own estate planning documents.

Advisors will also have access to Wealth. com’ s artificial intelligence system, Ester. The document extractor takes information from estate planning documents and summarizes them. Previously, advisors had to take this task on manually.

Wealth. com’ s technology is designed to provide better visualizations of estate planning, allowing advisors to create a flow chart for an overall estate plan.

Integrated Partners Launches Tech Dashboard

Integrated Partners, a Boston-based RIA firm, has launched a completely integrated technology platform that will allow advisors to minimize their workflows, personalize insights and unlock long-term growth potential.

The Integrated Advisor Dashboard centers on fundamental advisor pain points: First, it brings a variety of tools to one platform so advisors do not have to keep switching systems. It also gives them access to real-time client data.

Advisors can also fully customize the platform while highlighting the areas of most importance to them. Finally, the platform lets advisors enhance their technology by plugging in new tools without disrupting their work.

Integrated Partners collaborated with Invent, a digital platform, to create the dashboard.

FINNY Launches AI Prospecting Tool

New York-based AI-powered prospecting and marketing platform FINNY AI has launched Intent Search, which advisors can use to identify and engage with prospects actively seeking financial guidance.

The advisor selects certain keywords they associate with their business, and if a potential client uses those terms in their active search for an advisor, the tool will identify that prospect to the advisor.

The firm also released Prospect Enrichment and AI Voicemail features. The former allows advisors to upload external contacts and automatically match them to FINNY’ s database. The latter lets advisors deliver ringless, personalized voicemails at scale and match each incoming voicemail with a follow-up email to maintain contact with clients in a personable way.

SmartAsset Calculator Measures Financial Advice

New York-based SmartAsset, an online platform connecting advisors with consumers, released an interactive tool that quantifies the actual financial benefits of working with an advisor for a client.

The Financial Advisor Value Calculator can be used by investors trying to determine how an advisor can help them and can also be used by advisors who hope to show their value to potential clients.

Users input data such as their age, income, net worth, retirement goals, retirement age and other items into the calculator. Then, using SmartAsset’ s proprietary mathematical framework, the calculator creates a dollar-value estimate of the longterm value of an advisor-client relationship.

TCW Launches Asset-Backed Securities Fund

The TCW Group, a global investment firm based in Los Angeles, has launched the TCW Private Asset Income Fund( TPAY), a private asset-backed finance interval fund. It offers asset-backed finance investment opportunities to a range of different investors. The fund has launched with more than

$ 450 million in subscription commitments, including an anchor commitment from Apollo S3 Credit Solutions.

It concentrates on private lending opportunities that it says power the real economy. So that the fund can better manage liquidity, 20 % of it is invested in liquid structured products. It can also target opportunistic transactions in the asset-based finance market, including deals across the capital structure, while offering some diversification away from corporate credit exposures.

Goldman Tool Transfers ETFs To Separately Managed Accounts

Goldman Sachs Asset Management has unveiled a“ Look Through” tool that lets registered financial advisors transfer the eligible exchange-traded funds that they manage to separately managed accounts to take advantage of risk management and tax-loss harvesting.

Advisors take their unmanaged ETFs and use them to fund the SMAs in-kind or combine the ETF positions into existing SMA accounts, without automatically triggering capital gains.

When they are incorporated into the separately managed account, they become subject to holistic risk management and tax-loss harvesting services, said a Goldman Sachs spokesperson. Many ETFs are concentrated in one sector, which can increase their risk. By incorporating them into the SMA, the firm can invest into other sectors to mitigate that risk.

14 | FINANCIAL ADVISOR MAGAZINE | JULY / AUGUST 2025 WWW. FA-MAG. COM