Berwyn – September 19, 2026 -- Envestnet has recorded an 82% year-over-year increase in Wealth Data Platform (WDP) users and a 31% rise in firms using the platform as of August 1, 2026, alongside a 102% jump in WDP page views over the same period. The company unveiled its third technology release of 2026 (R3 2026), replacing static peer-average benchmarking with dynamic, contextual performance comparisons across its Adaptive WealthTech ecosystem.

Boston – September 15, 2026 -- FINTRX, a provider of private wealth intelligence, has launched an AI agent called Fin that pushes data and alerts directly into email, Slack, Microsoft Teams, Outlook and Google Calendar, extending its existing platform AI into the tools investment professionals already use daily.