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Private Wealth Daily
wealthtech vendor

Mili

See the full tech profile in the PWD Tech Directory →
In network coverage since August 14, 2026 · 3 stories
2Deals on our tracker
Deal recordFull tracker →
Aug 16, 26Deal announcedHolistiplan — coverage
Aug 11, 26Deal announcedHolistiplan — coverage
Network coverage
Practice management

SEI adds Zocks' AI assistant to its advisor services lineup

The partnership targets the post-meeting administrative grind, and SEI's real investment is in advisor confidence.
Retirement Advisers · Aug 18SEI brings Zocks AI to its $2.1 trillion adviser network
RIA · Aug 14Mili, Holistiplan Integration Puts Tax Data in Client Meetings
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