Co-founder Alan Moore will retain his role as CEO of the Bozeman, Mont.-based billing and payment system for financial advisors.

The planning provider has seen significant demand from advisors, contributing to the rollout of RightRisk.

iCapital Multi-Asset Portfolio will give financial advisors access to funds focusing on private equity, private credit and real asset strategies.

IndexGPT is a new range of thematic investment baskets created with the help of OpenAI’s GPT-4 model.

Also, BlackRock invests in Willow, Betterment For Advisors expands its partnership with XYPN and Fusion IQ introduces FIQ Freedom.

Timothy Admire, president and CEO of Willow Creek Wealth Management, discusses maximizing the capabilities of the technology his $1.7 billion AUM firm is already paying for.

While the firm's sales and marketing teams will benefit first, Franklin Templeton hopes the technology will have broader applications for financial services.

The Series E round values the RIA custodian at $1.5 billion.

Guidelines for taking a deeper look at the ways your firm is leveraging each system and how they all work together.