Three wealth management technology firms are tackling the persistent fragmentation that independent financial advisors face daily, each targeting a different layer of the problem. Envestnet co-founder Bill Crager launched Field, a new venture aimed at unifying data across advisor tools. Strad, a virtual family office platform, announced a partnership with FIG to extend its services to a broader advisor network. Slant, an AI-native CRM, integrated with CurrentClient to capture phone and text communications.
Field: A Data Layer for Advisor Tech Stacks
Field, led by Bill Crager, former CEO of Envestnet, officially launched with a mission to create a unified data layer beneath the disparate systems advisory firms use daily. The platform ingests data from portfolio management, financial planning, CRM, compliance, and billing tools, translating it into a single framework. Field was formed through two acquisitions via iAltA, an investment firm co-founded by Scott Ganeles and Laurence Tosi, who previously co-founded Ipreo. The acquisitions include BridgeFT, a wealthtech API platform for multi-custodian data connectivity, and Precept, which connects data across custodians, planning tools, and alternative investment platforms, including an AI integration layer.
“The advisor has been the one holding it all together, manually, every day,” Crager said in a statement. “Field puts the picture in one place. The firm sees itself whole.” He framed the launch as a structural fix rather than an incremental upgrade, noting that while tools improved yearly, the underlying infrastructure remained underbuilt. Field positions the current moment in wealth management as analogous to earlier coordination phases in other tech sectors, arguing that the next wave of innovation will come from how applications share and act on information together.
Strad Partners with FIG for Virtual Family Offices
Strad, a virtual family and business office platform, announced a partnership with FIG, a financial services organization supporting independent advisors across the U.S. The deal gives FIG advisors access to Strad’s platform, enabling them to offer clients a centralized environment for organizing assets, documents, insurance policies, professional relationships, business interests, and multi-generational family structures. This virtual family office model extends capabilities historically reserved for ultra-high-net-worth households to clients at lower wealth levels.
“Advisors today need growth strategies, not just more technology,” said Russell Dow, founder and CEO of Strad. “This deeper level of engagement strengthens client relationships, improves coordination with a client’s other professionals, and helps advisors build more valuable, succession-ready practices.” Nicholas Ross, FIG’s chief strategy officer, said the partnership helps advisors differentiate in an environment where investment management alone is increasingly commoditized. The platform is SOC2 Type 2 compliant and integrates with existing advisor tech stacks.
Slant Integrates Phone Communications via CurrentClient
Slant, an AI-native CRM platform for financial advisors, announced an integration with CurrentClient, a compliant phone system for advisory firms. The partnership connects phone calls and text messages—channels often outside standard CRM data capture—into Slant’s centralized client data repository. Users can place calls or send texts directly from within the CRM, with calls recorded automatically or after disclosure in two-party consent states. The combined platform aims to give advisors a complete picture of every client interaction, regardless of channel.
“Advisors connect with clients across every channel—email, phone, video, and in person—and the details shared in each of those moments are vital to building a real relationship,” said Thomas Clawson, co-founder of Slant. “Our partnership with CurrentClient puts virtually every detail a client has ever shared at an advisor’s fingertips.” Slant’s existing AI-powered meeting notes capability now extends to phone conversations, with AI using those notes to power automated workflows like scheduling recurring client review meetings and drafting prep emails in the advisor’s voice. CurrentClient also enables compliant archiving within its system or through third-party platforms.
These developments come as advisors increasingly seek integrated solutions to reduce manual work and improve client service. For more on how technology is reshaping the industry, see Vanilla, Wealth.com Expand Estate Planning Reach; Osaic-Envestnet Deepen Tech Ties and EY Report: AI, Wealth Transfer, and Self-Direction Reshape Wealth Management by 2030.
