Worthy, an AI-native tax-planning platform for financial advisors launched earlier this year, has analyzed more than $1 billion in taxable client income.
The milestone demonstrates the growing use of Worthy’s tax-planning tools among financial advisors, according to the company.
“Tax planning is a doorway,” Worthy co-founder and CEO Jonathan Hudacko said in a statement. “When advisors can understand a client’s full tax picture in seconds, it opens conversations about retirement, estate planning and long-term care that might otherwise take years to get to. Crossing $1 billion in client income analyzed tells us those doors are opening—fast.”
The company’s client base includes an ongoing pilot with more than 300 associates at Edward Jones and a partnership with estate planning platform Vanilla, according to Worthy.
Hudacko previously co-founded Just Invest in 2016, a direct indexing technology provider, which was acquired by Vanguard in 2021.
“While at Just Invest, Jonathan and I saw the value of tax alpha with direct indexing for advisors,” said Worthy COO Rosanna Leroe-Muñoz in a LinkedIn message. (She served as chief revenue officer at Just Invest.)
She said that, with Worthy, they are realizing the value of combining AI-native tax planning with financial planning for advisors and clients.
The company is part of a growing trend in the rollout of advanced tax planning and tax-based data extraction developed for financial advisors, including Altruist’s Hazel tax planning feature, april, TaxStatus and Taxfyle, among others.
Orion Launches Digital Account Opening With Goldman Sachs Custody Solutions
Orion announced the launch of its Dynamic New Account Opening tool, which enables advisors to open accounts with Goldman Sachs Custody Solutions within the Orion Advisor Portal, marking the first custodial provider to be integrated into this digital enhancement.
The integration is available to Orion Advisor Technology clients who custody with Goldman Sachs, with availability expanding to Orion Portfolio Solutions clients later this summer and additional custodial partners later this year, according to Orion.
“Orion collaborated closely with Goldman Sachs Custody Solutions through two hackathons in 2025 with one goal: streamlining the account-opening process and improving efficiency for advisors,” Todd Bertucci, executive vice president of Orion Advisor Technology, said in a statement. “By leveraging AI at the hackathons, we were able to quickly streamline the account-opening process and automate key workflows.”
The tool is designed to provide a faster digital account-opening experience within the Orion Advisor Portal through a workflow that adapts to account type, household structure and custodian, according to the company.
Features include centralized data capture that eliminates duplicate entry, a choice of DocuSign e-signature or a fully digital experience and real-time account opening through custodian API integrations.
“This integration showcases the power of our custody platform’s open architecture and API-driven design providing RIAs the flexibility to connect with the technology partners they choose,” Jeremy Eisenstein, managing director and head of Goldman Sachs Custody Solutions, said in a statement.
Conquest Integrates Shaping Wealth’s Lydia
AI-native financial planning platform Conquest Planning Inc. has integrated Lydia, Shaping Wealth’s AI-powered behavioral intelligence agent, into its platform to help advisors combine financial recommendations with behavioral coaching.
The integration combines Conquest’s Strategic Advice Manager with Lydia to help identify financial strategies and communicate them with clients, according to the companies. SAM analyzes client financial data and identifies recommendations through its AI-driven calculation engine, while Lydia provides behavioral intelligence, communication coaching and meeting preparation tools.
“Even the most advanced financial plan only creates value if clients are willing to act on it. That’s where behavioral intelligence matters,” Conquest CEO Brad Joudrie said in a statement. “By combining our verifiable engine and AI assistant SAM Guide with Lydia’s behavioral intelligence, we’re giving advisors a more complete solution that helps them identify the right recommendations and communicate them in ways clients can understand, trust and act on.”
Lydia is available as an add-on within the Conquest platform and works alongside SAM Guide to provide behavioral coaching in the advisor workflow, according to the companies. Advisors can use Lydia to prepare for meetings, role-play client conversations, draft follow-up communications and receive coaching tailored to their firm’s language, values and products.
The integration is now available to Conquest customers.
LPL Financial Launches Unified Technology Platform With AI Integration
LPL has announced LPL Latitude, which the firm refers to as its “unified technology experience,” designed to connect its capabilities across data, cybersecurity, infrastructure resiliency, artificial intelligence, advisor workflows and end-investor applications.
According to the company, LPL has invested nearly $2 billion over the last three years in building the core pillars of Latitude, including annual increases in cybersecurity spending, and said it expects to introduce more than 35 major technology enhancements this year.
“LPL Latitude is more than a technology system—it’s a strategic investment in the future of advice,” LPL CEO Rich Steinmeier said in a statement. “By creating a unified foundation across our business, we are accelerating innovation, unlocking the power of AI and data, and delivering more seamless, intelligent experiences for advisors and their clients.”
The firm noted that Latitude is anchored in five strengths: connected data architecture, secure and resilient infrastructure, agentic AI embedded in workflows, an advisor operating system and end-investor applications.
A core asset of LPL Latitude is Cyan, LPL’s AI agent designed to operate across advisor workflows and deliver contextual, real-time intelligence, according to the company.
Initial capabilities launching later this year will focus on conversational generative AI for workflow support, agentic automation for account maintenance, recommendations for growing an advisor’s practice based on performance data and AI-generated financial planning insights and summaries.
Since the firm started deploying the LPL Business Browser earlier this year, it has blocked thousands of cyberattacks on advisors’ systems, according to the company.
In April, Steinmeier discussed LPL’s strategy to invest in AI tools and technology to support advisors during the firm’s first-quarter earnings call, citing an opportunity for advisors to serve more clients with deeper, more personalized advice using AI.
FMG Suite Launches Institutional Intelligence Program
FMG Suite, a marketing and growth platform serving more than 80,000 financial advisors and insurance professionals, launched Institutional Intelligence, a program that delivers curated expertise and tools from wealthtech firms into advisor workflows for marketing and client engagement.
Wealth.com joined as what is being termed its “exclusive technology founding partner,” making FMG its primary distribution channel to independent advisors.
The partnership introduces Wealth.com’s estate and tax planning website tools, content and advisor website templates, enabling advisors to add educational content to their websites. FMG’s website team can implement these on the advisors’ behalf, creating a turnkey solution.
Other partners in the Institutional Intelligence Program include Foundation Source (a premier partner), Trust & Will, Cue Studios, Nitrogen and Bento Engine (as featured partners).
The program is meant to embed partner expertise into advisor workflows, allowing advisors to tailor content, publish it on websites, distribute it via email and social channels, and embed interactive tools while maintaining compliance, according to FMG.
Partners contribute curated content, insights and interactive tools to FMG, while advisors select relevant materials and activate them across channels.
Additional partners, including asset managers and investment research firms, will join in the coming months, the company said.
d1g1t Launches AI Connector for Wealth Management Platform
Wealthtech provider d1g1t has launched an AI connector that links its enterprise wealth management platform to Anthropic’s Claude, OpenAI’s ChatGPT and Microsoft’s Copilot, allowing financial advisors to access client data and generate reports using natural-language commands, the company said.
The d1g1t MCP server, built on the Model Context Protocol standard, enables advisors to retrieve live data from the platform without navigating multiple screens.
“By connecting AI agents directly to our enterprise wealth management platform where trusted data actually lives, we’re giving advisors their own personal chief of staff that works across every household, every workflow, every day to deliver personalization at scale,” wrote Benoit Fleury, chief product officer and co-founder of d1g1t, in a statement.
The connector provides capabilities such as automated morning briefs, meeting preparation summaries, ad hoc client reporting, portfolio analysis, account intelligence, client onboarding and compliance monitoring, according to the company.
Advisors can ask AI tools to pull household holdings, summarize year-to-date performance, flag mandate breaches or assemble client reports, and the tools retrieve the information from the d1g1t platform.
The launch establishes the foundation for d1g1t’s AI roadmap, with the company planning to invest in services that help wealth managers use AI across portfolio management, reporting, onboarding and client engagement, according to d1g1t.
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