DPL Financial Partners, an annuity and insurance platform for RIAs, has launched the Annuity Review, an interactive decision-making tool for advisory firms growing through acquisitions to align books of legacy annuities with a fee-based advice model, and thus better align their aims to act in a fiduciary manner. This technology-driven solution simplifies and streamlines the annuity analysis and exchange process, enabling enterprise firms to unlock long-term value from commissioned books of business for clients, their advisors, and their business.

Annuity Review rapidly analyzes a portfolio of annuities to identify contracts that can be improved through exchange to a fee-based product aligned with clients’ goals. Contracts that are not suitable for exchange can be transferred to DPL as agent of record and monitored for transition over time.

David Lau, DPL’ s founder and CEO, says that with more advisors moving to fee-based service models, this technology lets them“ shift annuity revenue from commission trails to transparent fees, while moving clients into lower-cost, commission-free solutions that deliver greater value and better support their goals.” To learn more, visit dplfp. com.

OneVest Launches Wealth Relationship Workspace

OneVest has announced OneVest GO, a stand-alone, AI-native wealth relationship workspace built specifically for the advisor and focused RIA team who prioritize client impact over administrative complexity.

OneVest GO allows independent firms to manage prospects, clients, and complex workflows with unprecedented speed. By moving beyond the limitations of legacy CRMs and disconnected communication tools, it allows advisors to give a personalized touch to sophisticated infrastructure.

Instead of requiring constant manual entry, the platform embeds intelligence directly into the advisor’ s daily routine: Communications and calendars in Outlook and Google are captured and organized automatically. The AI also analyzes meetings to generate immediate action items, summaries, and client-ready notes. And the system proactively highlights the advisor’ s“ next best action,” ensuring that every prospect and client receives elite-level attention.

RFG Launches ClickONE Command Center

RFG Advisory has introduced ClickONE Command Center, a new operating system designed to eliminate the fragmented systems and operational friction that have long slowed independent financial advisors across the industry. Built on a unified data layer with AI-driven intelligence, the platform connects every layer of the advisory business into a single command center where advisors can surface insights instantly and run their firms more efficiently.

Rather than juggling log-ins, systems and manual workflows, advisors can now access the intelligence of their entire business in one place and simply ask for the insights they need.

At many firms, critical information is scattered across multiple platforms, requiring advisors to spend hours navigating systems, reconciling data and piecing together insight before they can even begin their day. When advisors ask a simple question:“ Where should we begin?” this platform surfaces the intelligence needed to operate the business more effectively, including client insights, portfolio data, planning information, operational workflows and growth opportunities.

Strategic Financial Advisor Coaching On Demand Via Advisor EDGE AI Coaching

My FA Coach, the financial advisor-specific consulting and coaching business that offers insight from Kristin Andree, will be making her knowledge accessible via Advisor EDGE AI Coaching. The platform allows advisors to get real-time guidance as they are making both day-to-day and pivotal decisions about their practice’ s or firm’ s growth.

Unlike generic AI tools that deliver broad, one-size-fits-all responses, Advisor EDGE AI Coaching is built specifically for financial advisors and delivers customized insights and strategies around client engagement, segmentation, practice growth and more. Infused with Andree’ s signature sass and straight-shooting style, it feels like having her right there beside you— encouraging, challenging, and coaching you as you build your practice.

Advisors can use it to ask questions such as how to attract more ultra-wealthy clients or how to strengthen segmentation, referrals, and client experience with practical next steps.

StoryTeller Explains The‘ Why’ Of Investments For Clients

Technology firm InvestSuite has launched a U. S. version of an artificial intelligence program for advisors that creates investment and planning presentations using their clients’ personal information for quarterly and annual investment reviews. The program, called StoryTeller, takes things like video, podcasts and PDFs and uses them in a tailored presentation so clients can hear a report about their investments and digest it more like a story.

StoryTeller uses interactive online graphics and texts that can be configured to the advisors’ individual clients to explain why decisions are being made and what it means to them. The program takes relevant podcasts about market conditions that the advisor can use to explain individual portfolios.

Envestnet Integrates Interval Funds Into Unified Managed Accounts

Envestnet has announced that the first series of interval funds is available within its unified managed account platform. Financial advisors can now access interval funds directly through the UMA, enabling open architecture exposure to private markets from managers within a seamless, end-to-end portfolio management experience.

Envestnet oversees all aspects of interval fund management within the UMA, including research, trading, rebalancing, tax-loss harvesting, and model updates, providing advisors and their clients with a more comprehensive and unified view of portfolio performance.

MAY / JUNE 2026 | FINANCIAL ADVISOR MAGAZINE | 13