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WealthTech Today

In network coverage since August 18, 2026 · 7 stories
1Deals on our tracker
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Practice management

XYPN AdviceTech judges press six finalists on fit with existing systems

Six vendors demoed roughly seven minutes each at XYPN LIVE in San Diego on September 30, and the panel's questions turned on data access and CRM overlap.
Practice management · Oct 5Compound Planning runs $5 billion on software its own engineers write
Practice management · Sep 19Fix the process before you buy the AI tool
Practice management · Aug 18Usage-based AI clauses are silently raising your next renewal
Practice management · Aug 18RMD season is the true test of an AI prompt
Practice management · Aug 18A new directory catalogs nearly 50 AI agents for advisors
The Advisor's Note · Aug 18AI agents pile up recommendations. Only advisors can turn them into advice.

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