Advisor360, a wealth management platform provider, has partnered with Conquest Planning to embed native financial planning capabilities directly into its system. The integration aims to bridge the gap between plan creation and subsequent execution and client management tasks, which often require advisors to toggle between multiple disconnected platforms. The new offering, branded as Advisor360 Planning, enables advisors to build and manage financial plans within the broader household context without leaving the platform. It features a hybrid goals- and cash-flow-based planning engine, and plan outputs feed directly into CRM, reporting, and service workflows. Clients can collaborate through the investor portal, ensuring plan data remains accessible throughout the client lifecycle.
Advisor360 already supports integrations with eMoney, MoneyGuide, and RightCapital. The Conquest-powered option provides a natively built alternative within the same environment. Conquest Planning, a Canadian wealthtech firm founded by the creators of Naviplan, recently announced plans to roll out new AI-powered capabilities designed to improve advisor workflow efficiency while remaining grounded in its SAM (Strategic Advice Manager) calculation engine. Scott Freeland, vice president of product management at Advisor360, stated that "the future of advice is built on connected workflows that unify the advisor workday." Tom Burmeister, vice president of strategic product solutions at Conquest Planning, added that financial planning "that lives outside the advisor's workflow won't reach its full potential."
Separately, 55ip, a JPMorgan Asset Management subsidiary specializing in tax-managed investment technology, has expanded its platform to include custom model portfolios built on T. Rowe Price strategies. The models are available to all advisors and will be jointly supported by both firms for distribution and servicing. The arrangement layers 55ip's ActiveTax Technology onto T. Rowe Price's investment strategies, providing advisors with tools for tax-smart transitions, ongoing tax-loss harvesting, and tax-smart withdrawals within the same portfolio framework. T. Rowe Price reported $1.71 trillion in assets under management as of March 31, 2026.
The announcement comes amid significant growth in model portfolios. According to Cerulli Associates, outsourced models surpassed $2.5 trillion in assets by the end of 2024, up 23% from the prior year, with projections exceeding $10 trillion by 2029. Cerulli's research also found that 65% of model provider asset management firms prioritize custom models, and 71% of asset managers view them as a major business opportunity. Mike Camp, head of client solutions at 55ip, said that "the addition of T. Rowe Price to our platform expands the range of asset management options and personalized solutions available to advisors."
In another development, Hamachi.ai has integrated fpPathfinder's library of financial planning guides, checklists, and flowcharts into its Command Center platform. The integration surfaces fpPathfinder's reference materials based on the advisor's activity—whether drafting client communications, reviewing household data, or preparing for meetings—rather than requiring advisors to look up content separately. Hamachi positions Command Center as a centralized hub connecting household data, advisor context, and firm compliance policies. The company recently received SOC 2 certification as part of its efforts to achieve enterprise-grade cybersecurity and governance. The fpPathfinder integration routes content through Hamachi's policy-driven architecture, ensuring outputs align with firm-approved language and regulatory requirements before reaching client-facing communications. Michael Lecours, co-founder of fpPathfinder, noted that advisors "don't need more content, they need the right guidance at the right time," adding that planning insights "show up in context, ready to use."
CapIntel also announced the launch of a tax analysis feature built into its investment proposal platform, available to advisors in both the US and Canada. The tool allows advisors to estimate the tax impact of moving from a client's current portfolio to a proposed one without leaving the proposal workflow. Advisors can enter cost basis and purchase date information, after which the platform calculates projected gains and losses and estimates associated tax costs, incorporating variables such as carryforward losses and year-to-date activity. Those results can be embedded into digital or PDF proposals. Joy Chen, vice president of product at CapIntel, said that tax insights are "too often separated from the proposal process" and that the new feature helps advisors "deliver more personalized recommendations, clearer value and a more efficient path from prospect to client."
These developments reflect a broader trend in wealth management toward integrated, data-driven platforms that streamline advisor workflows and enhance client outcomes. For more on fintech moves, see a pension fund veteran takes the helm at a major fintech provider and Wells Fargo Launches AI-Enhanced Advisor Gateway; UBS Splits Florida Market.
