Advyzon Investment Management, a Chicago-based tech provider to wealth managers, has introduced a platform called Sphere that offers a curated hub of professionally managed portfolios. It lets advisors take advantage of institutional-grade models and investment strategies without any strategist fees.

The approaches include traditional investments, tax-sensitive investments, alternative investments, inflation-fighting real assets, and tactical allocation solutions.

Initially, Spere will launch with six managers: Franklin Templeton, Zacks Investment Management, VanEck, Innovator Capital Management, Potomac, and Janus Henderson Investors. The platform will add more managers in the future.

Sphere streamlines the work of the advisor by offering several services including professional portfolio management, which consists of ongoing asset allocation, manager selection, and dynamic adjustments.

InvestCloud Introduces Two AI Tools For Advisors

InvestCloud, a Los Angeles-based wealth technology firm, has launched two artificial intelligence tools to help advisors onboard new clients and engage them in meetings.

The first tool, Intelligent Screening, is a screening tool to be used when firms are onboarding clients. It provides automated due diligence during the onboarding stages, and performs ongoing client risk monitoring, keeping tabs on clients during each stage of the relationship and giving advisors more time to address other areas.

The other tool, Intelligent Meeting, allows advisors to better prepare for, track, and follow through on discussions with clients. It automates aspects of client meetings, including preparation, note-taking, action-item tracking, and post-meeting workflows.

FINNY Offers Advisors Outreaching Options

FINNY AI, an artificial intelligence-powered marketing and prospecting platform for financial advisors, has announced the launch of a new tool that advisors can use to create their own automated outreach in multiple media.

The tool, called“ Multi-Channel Campaigns” will let advisors combine LinkedIn functions with AI-generated voicemails, personalized emails, and handwritten direct mail into a single, fully personalized outreach campaign that helps turn your prospects into clients.

As part of the tool, Finny AI is introducing“ LinkedIn Actions,” which lets advisors schedule LinkedIn tasks such as connection requests and direct messages directly within the FINNY platform.

Advisors can customize the automated campaigns for their own personal tone and messaging. They can also integrate LinkedIn Actions with other outreach formats that include AI-powered voicemails, emails and handwritten mail so they can create a cohesive, end-to-end prospecting campaign.

Modern Wealth Partners With RISR To Help Business Owner Clients

Modern Wealth Management, a registered investment advisory firm with more than $ 8 billion in assets, has partnered with RISR, a financial advisory platform that caters to advisors who work with business owners.

There has been a growing demand in the advisory space for advice specific to business owners. Previously, advisors did not have the proper skills and tools to address those needs, say the firms.

Philadelphia-based RISR will provide Modern Wealth with access to its full platform, including tools to help the firm’ s advisors create valuations for business, succession plans and exit strategies.

Modern Wealth, which is based in Monterey, Calif., has been incorporating more tax planning and tax management into its client services, according to RISR’ s CEO.

Advisor 360 ° Introduces Series Of AI Enhancements For Advisors

Advisor 360 °, a Needham, Mass.-based digital wealth management platform, has rolled out a series of new artificial intelligence enhancements for financial advisors, improvements that focus on client meetings, workflow and other aspects of advisory work.

One of the new capabilities is an embedded virtual assistant. Advisors will have hands-free and voice-enabled functionality to make it easier to perform essential tasks, including the creation of new contacts. The assistant also answers more than 400 frequently asked questions.

Advisor 360 ° has also introduced an improved practice-level and back-office reporting and analytics tool that will streamline data access. It allows users to create custom reports, identify business opportunities and act on insights in seconds.

New Prudential Product Wraps Annuity Around Managed Portfolios

Prudential Financial has introduced a product that allows financial advisors to offer a lifetime income stream through an annuity while also providing them with the same freedom and flexibility they have managing a standard portfolio.

The firm, in partnership with Dimensional Fund Advisors, introduced ActiveIncome. It is a first-of-its-kind product available through Dimensional’ s unified managed accounts platform, the firm said.

ActiveIncome is a contingent deferred annuity that advisors can“ wrap” around a portion of their managed account or portfolio. During the income stage, as withdrawals begin, the client is offered a set percentage of income. And even if the account value reaches zero, insured income kicks in and provides a fixed, guaranteed lifetime income payment that the client cannot outlive.

SEPTEMBER 2025 | FINANCIAL ADVISOR MAGAZINE | 13