Advisor fintech moves

Financial-advice software firms are racing to pull planning, portfolio data, and tax work into one screen for advisors. (morningstar.com) Savvy Wealth said on April 22 it launched Savvy Intelligence, an “agentic” artificial-intelligence product inside its platform for independent registered investment advisors. The company said the system gives advisors a household-level view of investments, tax information, and financial plans in one place. (morningstar.com) Advisor360° said the same day that it partnered with Conquest Planning to embed financial-planning capabilities directly into the Advisor360° platform. The company said the move is meant to tighten planning integration and improve the advisor experience inside its Wealth OS software. (morningstar.com) Financial planning software is the system advisors use to model retirement, cash flow, taxes, and estate decisions; portfolio software tracks accounts and investments. These products have often lived in separate programs, forcing advisors to re-enter data and switch tabs during client work. (advisor360.com, savvywealth.com) Advisor360° said its 2026 Connected Wealth Report surveyed 300 financial advisors across registered investment advisors, broker-dealers, and banks, and found firms were struggling with fragmented systems and rising client expectations. The company markets its platform to more than 20,000 users serving more than 2 million households and over $1 trillion in assets. (advisor360.com, advisor360.com) Savvy framed its launch as a different architecture: one system of record at the household level, updated continuously, instead of separate planning, tax, and investment files. InvestmentNews reported chief executive Ritik Malhotra said the product is meant to “power up” advisors rather than replace them. (finance.yahoo.com, investmentnews.com) Savvy said the first tool built on top of the new layer is a Financial Planning Agent that can flag issues such as a closing Roth conversion window and assemble scenarios before an advisor meeting. Citywire reported the company plans to add more artificial-intelligence agents tied to advisor workflows. (savvywealth.com, citywire.com) Advisor360° has been building toward the same pitch from a different base. In July 2025, it introduced a virtual assistant, reporting engine, and meeting agent, and its April 2026 planning deal adds a deeper advice layer through Conquest rather than a fully in-house planning rebuild. (advisor360.com, morningstar.com) Neither announcement included pricing, revenue impact, or adoption figures. What both companies did provide was the same near-term target: fewer disconnected systems between an advisor and a client meeting. (morningstar.com, morningstar.com)