The latest technology news in the wealth management sector from around the world.

RFG Advisory
RFG Advisory has unveiled ClickONE Command Center, a new operating system designed to eliminate the fragmented systems and operational friction that it says have hampered independent financial advisors.

The platform connects layers of the advisory business into a single “command center” where advisors can gain insights instantly and run their firms more efficiently.

The firm unveiled the offering at its 2026 Growth Retreat in Clearwater, Florida, where more than 150 advisors and industry leaders gathered to mull industry issues. 

“No more login fatigue. No more lost time searching for information,” Shannon Spotswood, CEO of RFG Advisory, said of the new offering. “Our ClickONE Command Center moves advisors from the agony of the swivel chair to the joy of a true command center.”

Envestnet
Envestnet, an adaptive wealth tech company, announced today that the first series of interval funds is now available within its Unified Managed Account (UMA) platform. Financial advisors can access interval funds directly through the UMA, enabling open architecture exposure to private markets from managers within a seamless, end-to-end portfolio management experience, the firm said in a statement.

Envestnet oversees interval fund management within the UMA, including research, trading, rebalancing, tax-loss harvesting, and model updates, providing advisors and their clients with a more comprehensive and unified view of portfolio performance. Currently, 81 per cent of firms with revenues exceeding $100 million are privately held. The Envestnet UMA platform offers cost-effective investment vehicles that enable advisors to provide their clients access to this growing segment of the market, without adding operational complexity, the firm added.