The collaboration brings together BlackRock's investment capabilities with inCadense's unified managed account technology, using its International Turnkey Asset Management Platform and related portfolio implementation services to support the delivery of multi-asset, multicurrency model portfolio and separately managed account solutions.

Through this partnership, advisors gain access to a modern UMA and SMA operating framework that enables the implementation of diversified global investment strategies across multiple jurisdictions, custodians, and currencies for eligible client segments, the firm said in a statement. The platform supports key product categories including UCITS exchange-traded funds , mutual fund model portfolios, and SMAs, with the potential to incorporate alternative strategies over time, subject to applicable regulatory requirements. Multi-custodian connectivity allows firms to simplify operations while delivering outcome-oriented portfolios at scale for appropriate client types.

"Wealth managers across Latin America and offshore markets are accelerating the move to fee-based advice incorporating a broad range of solutions, including ETFs, mutual funds, SMAs, and alternative strategies, where appropriate," said Francisco Rosemberg, managing director and head of the Wealth and Family Capital business for Latin America at BlackRock. "By combining BlackRock's investment capabilities with inCadense's managed account and UMA infrastructure, we aim to support firms and advisors serving eligible clients with consistent, scalable portfolios across multiple custodians and currencies."

DeepVest
DeepVest, a Florida-based AI-powered investment platform that enables CIO-level portfolio personalization for financial advisors, has launched two new capabilities: Advisor Hierarchy and Nobel Prize Behavioral Investment Suitability Analysis. Built within its AdvisorLab tool, which turns account statements into portfolio diagnostics and client-ready proposals, these features allow advisors to deliver more personalized, context-aware analysis at scale, the firm said in a statement.

Advisor Hierarchy allows advisors to structure relationships across households, companies and trusts, with client data and meeting notes automatically rolling up into a single view. When running analysis, DeepVest incorporates this context, i.e objectives, constraints and life events, without manual re-entry. The result is faster preparation and more informed, personalized client recommendations, the firm added.