Pulse · live snapshot
What's moving in wealth tech right now.
One screen. Vendor density across every capability, plus the AI signal reshaping each one. Click any cell to dive in.
579
Vendors mapped
48
Capabilities
47
AI-shaped capabilities
98%
Of stack touched by AI
Vendor-density heatmap
SparseCrowded
Financial Planning67 vendors
Investment Management175 vendors
Client Engagement86 vendors
Operations174 vendors
AI signal · 47 capabilities
What AI is actually doing in each corner of the stack.
AI impactTransformativeHighModerateEmerging
Financial Planning
- Comprehensive PlanningHighAI Scenario Co-Pilot
- Tax PlanningTransformativeLLM 1040 Extraction
- Retirement PlanningHighGenerative Withdrawal Plans
- Estate PlanningTransformativeAI Document Summarization
- Social Security AnalysisModerateML Claiming Optimization
- Retirement Income / DistributionHighAI Spending Guardrails
- AI / Advanced PlanningTransformativeAutonomous Plan Drafting
- Legacy ToolsEmergingAI Retrofit Layer
- Equity CompensationModerateAI RSU Tax Triggers
- Medicare & Health CareModerateAI Plan Selection
- Planned GivingEmergingAI Charitable Strategy
- Caregiving & Special NeedsEmergingAI Elder-Care Coordination
- Business ValuationModerateML Comparable Pricing
Investment Management
- Portfolio ManagementHighAI Model Construction
- Performance ReportingModerateNatural-Language Performance Summaries
- Trading / RebalancingHighML Drift Detection
- Custodial PlatformsEmergingAI Reconciliation
- Investment Data AnalyticsTransformativeGenerative Research Briefs
- TAMP Service ProvidersModerateAI Manager Selection
- Economic Analysis & Stress TestingHighLLM Scenario Generation
- 401k SpecialistModerateAI Participant Guidance
- Risk ToleranceModerateBehavioral AI Scoring
- Account AggregationHighAI Data Normalization
- Digital OnboardingTransformativeAI KYC & ID Verify
- Held-Away Assets & AggregationModerateAI Off-Platform Trading
Client Engagement
- Client Meeting SupportTransformativeAI Scribes Going Mainstream
- Client PortalModerateAI Client Concierge
- Client Data GatheringTransformativeConversational Intake AI
- Client FeedbackEmergingAI Sentiment Mining
- AI AssistantTransformativeAgentic Service Bots
- Behavioral AssessmentHighAI Bias Detection
- Advice EngagementModerateAI Nudge Engines
- Scheduling AppsEmergingAI Calendar Agents
Operations
- CRMTransformativeAI Auto-Logged Activity
- Workflow ManagementTransformativeAgentic Workflow Automation
- Advisory Fee BillingEmergingAI Fee Reconciliation
- ComplianceHighAI Marketing Review
- Rollover ComplianceModerateAI Best-Interest Drafting
- Document ManagementTransformativeAI Doc Classification
- Data Warehouse ServicesModerateAI-Ready Data Layer
- e-SignatureEmergingAI Clause Detection
- Client File SharingEmergingAI PII Redaction
- Communication Archiving/ MonitoringHighAI Surveillance Models
- CybersecurityModerateAI Threat Detection