Zeplyn, an AI operating system for wealth management, has announced a new integration with Schwab Advisor Center, the Schwab Advisor Services platform, for account opening and meeting preparation tasks. The integration enables Zeplyn’ s AI agents to automatically complete Schwab’ s digital account-opening workflow while incorporating live Schwab holdings and transactions into Zeplyn’ s AI-powered client briefs. Zeplyn’ s agents autonomously gather information about a client( from past meetings, emails, and systems connected to Zeplyn) and automatically populate the fields required by Schwab for this workflow.

Account opening and meeting preparation are two of the most time-consuming workflows in wealth management. Advisors routinely move between meetings, CRM records, documents, planning software, and custodian platforms to gather information before they can act. Zeplyn’ s new Schwab integration eliminates much of that manual work by consolidating those steps within Zeplyn.

With a single request, advisors can ask Zeplyn to open a Schwab account. Zeplyn gathers client information already available across meetings, emails, CRM records, and documents, initiates the digital account open workflow, completing all relevant fields automatically, and returns a finished draft for human review and submission.

T. Rowe Price Launches Goldman Sachs Private Markets Fund

T. Rowe Price and Goldman Sachs have launched a new interval fund that offers private markets exposure as part of their strategic collaboration. The goal of the T. Rowe Price Goldman Sachs Private Markets Fund is to help individual investors gain access to institutional-quality private market opportunities in a single managed portfolio, enabling them overcome hurdles often associated with private investments, such as high investment minimums, high fees, and tax reporting complexity. The new fund is designed to offer lower investment minimums, daily pricing, professional asset management, simplified 1099 tax reporting, and no investor accreditation.

XYPN Expands Member Benefits Through New Partnership With CurrentClient

XYPN, a leading business support platform for fee-only financial planners, has announced a partnership with CurrentClient, a modern phone platform designed specifically for financial advisors. Through the partnership, XYPN members will gain access to exclusive discounted pricing on CurrentClient’ s suite of communication tools, including compliant texting, business phone services, AI-powered call summaries, and team collaboration capabilities.

CurrentClient helps advisors consolidate client communications through a single platform that combines compliant texting, phone calls, AI-generated call summaries, and CRM integrations. The solution integrates with key advisor technologies, including Wealthbox CRM and XY Archive for compliant message archiving.

Envestnet And Vanguard Collaborate On Tax-Efficient Investment Solution

Envestnet has announced an expanded relationship with investment management giant Vanguard to help transform tax-aware investing. Vanguard’ s Advisor’ s Alpha framework is now available within Envestnet’ s Wealth Management Platform. A key focus of Vanguard’ s Advisor’ s Alpha framework is the delivery and synergy of tax-efficient retirement strategies, including tax-loss harvesting.

Vanguard will also participate in Envestnet’ s Fund Strategist Tax Management Advantage program, joining a growing group of asset managers helping to remove cost barriers to tax management services and expand advisor access to tax-aware portfolio management on the Envestnet platform. Through the program, advisors using Fund Strategist portfolios, including Vanguard active-passive model portfolios, can apply ongoing tax management aligned to client-specific tax sensitivity preferences. Rather than treating tax management as a year-end event, the service continuously evaluates the tax impact of portfolio changes throughout the year.

Advisor360 ° Launches Meeting Prep, An AI Agent For Financial Advisors

Advisor360 °, a software platform for wealth management built around the complete advisor workday, has launched Meeting Prep, an AI agent that delivers zero-click meeting preparation. Drawing from existing client data within the Advisor360 ° platform, Meeting Prep automatically generates a personalized agenda before every client meeting, surfacing changes, outstanding items, and what matters most for each client.

The firm says that the technology uncovers what manual preparation routinely overlooks: missing beneficiaries, unconsolidated outside assets, tax-loss harvesting opportunities, and progress toward financial plans. It also keeps advisors proactive across their entire book by noting which clients are overdue for a review.

Meeting Prep assembles the information advisors need across CRM activity, portfolio performance, financial plan goals, market data, open tasks, and household history. It produces an advisor-facing workspace with the full context of every client relationship and a clientfacing review ready for use in the meeting itself.

Vise And Alpha Architect Bring AI-Powered Custom Model Portfolios To RIAs

Vise, an AI-powered platform that delivers personalized portfolios at scale, has formed a partnership with Alpha Architect, a quantitative asset manager, to help advisory firms of any size deliver fully personalized, tax-optimized portfolios to every client from one integrated experience. Advisors on Vise can now deploy Alpha Architect’ s strategies and tailor each one to the individual client, accounting for concentrated positions, values-based exclusions, and tax circumstances, then manage them alongside the rest of a client’ s assets in one system. Vise brings model selection, portfolio construction, continuous rebalancing, and daily tax management into a single workflow.

Alpha Architect works with RIAs across the size spectrum, from large enterprise firms to independent advisors. Beyond its model portfolios, the firm offers a range of custom solutions and tax-focused strategies— including 351 exchanges, which allow investors with concentrated or highly appreciated positions to transition into a diversified ETF without triggering a taxable event.

SEPTEMBER / OCTOBER 2026 | FINANCIAL ADVISOR MAGAZINE | 14