Orion has announced plans for an advancement in its unified managed household strategy. The expanded service will launch this year, and Orion is nearing completion on a critical piece: a tax overlay technology that will serve as a foundation for householdlevel management.

The enhanced architecture extends the power of Orion’ s current custom indexing solution and trading tools, expanding into broader capabilities to scale across accounts and registrations within a household for tax overlay, cash and risk management, as well as values-based investment solutions. The unified managed household strategy will combine AIpowered custodian statement analysis, AI-generated proposals with tax overlay, and streamlined digital account opening— helping advisors deliver tailored solutions to more clients, faster. It also enables advisors to manage both taxable and non-taxable accounts together, optimizing asset location, minimizing tax drag, and aligning every investment decision with the client’ s broader household objectives.

Jump Integrates With Wealth. Com For Estate Plan Help

Jump, an artificial intelligence solutions provider for financial advisors, has partnered with Wealth. com, a leading estate and tax planning platform.

The integration brings Wealth. com household estate planning information and document status into Jump’ s pre-meeting experience alongside meeting history and other connected data.

This gives advisors a more complete view of each client and makes it easier to identify gaps, missing roles or outdated documents. By reducing manual work around estate planning and meeting preparation, the integration builds on Jump’ s mission to help advisors reclaim time for higher-value work.

April Launches AI Tax Platform For Wealth Management Firms

April, an AI tax platform, has launched a new integrated platform built specifically for wealth management and advisory firms. It gives financial advisors a real-time view into client tax workflows, documents and insights while enabling a more efficient filing process.

It’ s built to provide advisor visibility and practice management capabilities yearround, alongside tax preparation during filing season. The features include an integrated dashboard that gives advisors real-time transparency, document visibility, and post-preparation financial insights to drive additional value for their clients.

It also offers tools for advisors and tax professionals to run precise tax simulations for key financial events, such as equity compensation, purchases or sales of concentrated stock positions, Roth conversions, and estimated payments. And there are tools for tax professionals, advisory teams, and administrative staff to assign, manage, monitor, and execute tax preparation across their firms, helping practices run more efficient tax operations at scale.

The platform is built atop April’ s nationwide tax coverage and trusted AIpowered tax engine.

Pravati Capital Gives SEI Advisors Access To Litigation Finance

Pravati Capital has entered a strategic partnership with SEI to offer litigation finance as an alternative investment opportunity through SEI Access, an alternatives platform and product marketplace for RIAs and wealth managers.

Litigation finance allows investors to give capital to plaintiffs in lawsuits before their cases are resolved. Pravati bridges private capital and the justice system by providing funding to support meritorious legal claims, creating an alternative investment opportunity.

Prudential Launches ActiveIncome Insurance Overlay On Franklin Templeton Platform

Prudential Financial has launched its ActiveIncome insurance overlay solution for retail managed accounts on Franklin Templeton’ s Canvas platform. Available on Canvas through the Fiduciary Exchange( FIDx) insurance overlay marketplace, the offering is designed to seamlessly integrate protected lifetime income into RIAs’ practices. Insurance overlays allow advisors to use wrappers that add guarantees such as income protection to managed accounts. This gives RIAs a tool for retirement planning. Through a contingent deferred annuity, investors can maintain investment flexibility while securing lifetime income longevity protection without moving assets to an insurance carrier. This allows advisors to move beyond traditional withdrawal strategies.

Franklin Templeton’ s Canvas platform builds, implements and manages tax-optimized and personalized portfolios. Through this integration, advisors on Canvas can now incorporate lifetime income protection and maintain asset control while delivering worldclass investment and tax strategies.

FPA Partners With Snappy Kraken To Transform FPA PlannerSearch

The Financial Planning Association has announced a multiyear strategic partnership with Snappy Kraken to relaunch FPA PlannerSearch as a client lead engine. The longtime search engine has helped consumers connect with CFP professionals, and with the new partnership, it evolves from a directory into a data-driven platform that matches consumers with financial planners according to the client’ s need and the advisor’ s expertise.

The new platform will include dynamic matching rather than static listings: It will use structured data, enriched profiles, and consumer input to match individuals with planners based on specialization and philosophy. It will also increase FPA PlannerSearch visibility in AI environments.

Snappy Kraken will power lead capture, scoring, routing, and automated nurturing, converting search activity into structured client acquisition workflows. It will also integrate new FPA PlannerSearch features into FPA member websites, including planner-published thought leadership and educational content.

MARCH / APRIL 2026 | FINANCIAL ADVISOR MAGAZINE | 11