FINNY has partnered with Osaic to offer its AI-powered prospecting and advertising and marketing platform to the impartial dealer/seller’s 1000’s of advisors. The partnership provides Osaic’s monetary professionals entry to expertise that automates lead era and consumer outreach.
Osaic, which oversees greater than $700 billion in belongings beneath administration and operates one of many largest advisor networks in the US, will combine FINNY’s platform to assist its advisors monitor life occasions, automate customized outreach and cut back guide prospecting.
The platform contains FINNY’s predictive F-Rating matching engine, Intent Search expertise that processes 1.8 billion daily-updated intent indicators to determine prospects based mostly on real-time on-line exercise, and Multi-Channel Campaigns for automated outreach throughout LinkedIn, electronic mail, voicemail and unsolicited mail.
The announcement follows FINNY’s $17 million Collection A funding spherical led by Venrock, which the corporate mentioned would speed up product improvement and platform development.
FINNY additionally not too long ago collaborated with Built-in Companions to deploy its expertise throughout a whole bunch of advisors and CPAs.
A Tally of 2025 AI-Pushed Effectivity and Value Financial savings
Docupace, the back-office expertise supplier to wealth administration companies, introduced that, between it, PreciseFP (the AI-enabled consumer information gathering and onboarding platform it now owns) and Hubly (its workflow automation subsidiary), collectively eradicated greater than 200,000 hours of guide duties and automatic roughly 4 million duties throughout all their buyer companies throughout 2025.
Extra particularly, PreciseFP had reportedly saved 198,012 hours in 2025 by automating consumer information assortment and eliminating redundant guide entry (which was calculated because the equal of $29.7 million in productiveness positive aspects). This was throughout greater than 400,000 consumer accounts and was a 28% enchancment enhance over 2024 information.
Breaking this down additional, in accordance with Docupace, an advisor with a $150 hourly charge working with 100 shoppers over the 12 months would reclaim $45,000 price of their time on an annual $1,000 spend for PreciseFP (the calculations are based mostly on the assumptions {that a} monetary advisor’s time is price $150 per hour; and three dataset strikes per consumer at half-hour every).
Hubly, which focuses on automating operational workflows at RIA companies, reported that in 2025 its customers accomplished 719,559 workflows and three.9 million particular person duties, representing 57% and 69% year-over-year will increase, respectively. One other attention-grabbing statistic reported was that Hubly customers accomplished 225,430 information types in 2025, which, in accordance with Docupace, represents a 141% enhance from the prior 12 months.
Hubly not too long ago introduced integrations with the AI-driven platforms Bounce, Pulse360 and GReminders, which might make for some much more attention-grabbing statistics for 2026.
The above is only a abstract of a number of the information Docupace shared. Advisors who need much more can go to their announcement on-line.
Asset-Map Integrates with Bounce
Standard visible monetary planning software Asset-Map now integrates with the AI-driven notetaking, assembly and communication automation supplier Bounce.
On account of the combination, mutual customers can leverage Bounce’s AI expertise to seize and course of consumer conferences, robotically extracting prioritized insights and intelligently suggesting updates throughout the Asset-Map family framework. This closes the hole between what’s mentioned in conferences and what will get acted on, preserving family maps present, compliant and conversation-ready.
“Bounce’s AI-powered strategy aligns completely with our perception that expertise ought to amplify human strengths, particularly the advisor’s position as a communicator, educator and information,” mentioned H. Adam Holt, CFP, founder and CEO of Asset-Map.
Advisors can see a stay walkthrough of the integration throughout a webinar on Feb. 25 at 2 p.m. ET. That is certainly one of Asset-Map’s first AI integrations, and this partnership with Bounce, in addition to with different AI notetakers, will develop through the 12 months, in accordance with the corporate.
Asset-Map has a protracted listing of integrations and partnerships, together with Orion, Black Diamond, Nitrogen, Cetera, and, most not too long ago, eMoney Advisor, amongst others.
It was a busy 2025 for Bounce, throughout which it grew its person base to greater than 20,000 advisors, together with partnerships with Osaic, LPL Monetary, Cetera, and most not too long ago, Focus Monetary, amongst others, in addition to integrations with monetary planning suppliers eMoney, RightCapital and others.
Focal Integrates with BeFi Platform Shaping Wealth
Focal has built-in with Shaping Wealth to embed behavioral teaching instantly into its AI-powered assembly workflow platform for monetary advisors. The combination allows advisors to obtain real-time, research-backed behavioral intelligence and customized teaching insights throughout consumer conversations.
The partnership combines Focal’s AI assembly help capabilities with Shaping Wealth’s behavioral science-based studying options, offering advisors with structured suggestions on empathy, readability, engagement and determination assist throughout consumer interactions.
Shaping Wealth’s behavioral intelligence brokers analyze assembly interactions and consumer communication patterns to determine teaching alternatives.
Administration groups acquire visibility into team-wide efficiency via development insights, sentiment monitoring and evaluation of what top-performing advisors do otherwise. The system gives actionable suggestions to assist advisors prospect extra successfully and enhance conversion charges throughout present shoppers.
Shaping Wealth’s methodology attracts from tutorial analysis and real-world advisor coaching to handle behavioral drivers that form consumer experiences. The combination permits advisors to determine strengths, uncover blind spots and apply focused teaching insights instantly.
PPB Capital Companions Pronounces Updates, Partnership with Delio
PPB Capital Companions introduced a serious enhancement to its Personal Investments Alternate expertise platform, PIX, transitioning to a brand new underlying expertise supplier, Delio, to provide advisors a quicker, extra environment friendly technique to entry various investments.
The enhancement permits advisors to discover, transact and monitor personal market methods extra clearly and effectively via an upgraded digital setting. Advisors will acquire entry to the improved platform beginning this month.
“Enhancing PIX is a vital step in delivering the delicate, intuitive expertise expertise advisors anticipate,” mentioned Amanda Bannon, chief working officer at PPB. “This evolution strengthens your complete PPBx program and permits us to pair PPB’s funding experience and high-touch service with a contemporary, enterprise-grade digital platform.”
The improve delivers extra environment friendly workflows via streamlined subscription processes with automated information sync, enhanced transparency by way of real-time dashboards and multi-level portfolio views, and a contemporary interface with tailor-made workflows and improved navigation.
“We’re excited to assist PPB as they elevate the Personal Investments Alternate for U.S. advisors,” mentioned Gareth Lewis, co-chief govt of Delio, in an announcement. “Delio’s infrastructure provides PPB the flexibility to customise, management, and repeatedly improve their personal markets expertise.”
PIX stays PPB’s platform and technique, with Delio offering the expertise layer that allows quicker innovation whereas PPB continues to personal the roadmap and integration technique.
