WealthStack Roundup: Syntax Direct Integrates With iRebal
Syntax LLC, which specializes in data intelligence and technology for creating indexes, announced an integration with Schwab Advisor Services, connecting Syntax Direct, its index development and production engine, directly to iRebal, Schwab’s venerable rebalancing platform acquired in its acquisition of the custodian TD Ameritrade.
The integration links index creation, index calculation, model management, trading and tax management support for RIAs.
iRebal users can access Syntax Direct through single sign-on to build custom indices, which flow into iRebal through an API integration, where they serve as model portfolios that can be rebalanced, tax-managed and personalized down to the individual account and fractional share.
By connecting Syntax Direct’s index engine directly to iRebal’s rebalancing logic, index changes and custom rules flow natively into account-level workflows, intended to eliminate manual data handling and reconciliation lags, according to Syntax.
Alison Dooher, head of Advisor Services AI and Partner Ecosystem at Schwab Advisor Services, said the integration addresses advisor demand for easier ways to bring personalized indexing to more clients.
“Connecting Syntax Direct to iRebal means an advisor can build a custom index and put it to work across client accounts without the manual handoff in between. That’s exactly the kind of partnership we look for: one that saves advisors time and expands what they can offer,” Dooher wrote in a prepared statement.
In a nutshell, the combination is meant to provide RIAs control over creating personalized portfolios at scale.
FinTurk Launches AI-Powered Email Tool for Advisors
FinTurk, an AI-native customer relationship management platform built for financial advisors, has introduced FinBox, a new AI-powered email management tool designed to streamline client communications and daily workflows for RIAs.
The company is also rolling out unlimited use of artificial intelligence for advisors on its Max plan, which costs $135 per user per month for an annual subscription, replacing the previous monthly AI credit system. Mitchell Bratina, founder and CEO of FinTurk, said the change is intended to help firms use the platform’s automation tools without concern over usage costs.
“Bringing an AI-powered email inbox directly into FinTurk creates tremendous opportunities for advisors to improve client service and operate more efficiently,” Bratina said. “But we also recognize that fully leveraging these capabilities could quickly become costly under traditional usage-based pricing. That’s why we’re introducing unlimited AI usage, not just within FinBox, but across our entire platform for Max plan users. We want advisors to take full advantage of what AI can do for their businesses without having to think twice about what it will cost them and their business.”
FinBox connects advisors’ Microsoft 365 or Gmail inboxes directly into FinTurk, letting them read, search, organize and respond to emails within the same workspace used to manage clients, tasks and portfolios. The tool links email conversations to the appropriate client records, according to the company.
Built on FinTurk’s native AI platform, FinBox automates several email management tasks, including drafting personalized responses using client account information, flagging important messages and suggesting CRM updates or follow-up tasks. Advisors can create inbox rules using plain-language instructions. All AI-generated responses and suggested actions remain subject to advisor review and approval.
FinBox builds on recent product additions, including PortfolioSolver, Vigil, CashSweep and FormFiller, which address portfolio management, practice monitoring, cash management and client paperwork, the company said. FinTurk integrates with advisors’ existing technology stacks, including portfolio management, document management, productivity and communication platforms.
FinBox is rolling out early access to select advisors who request it, while unlimited AI usage is being introduced for FinTurk’s Max plan users. RIAs interested in learning more or requesting early access to FinBox can visit the company’s website.
In addition to traditional legacy CRMs, FinTurk is competing with the AI-powered platform Slant in the CRM category, which recently swept XYPN’s annual AdviceTech competition, winning both the judged competition and audience choice.
Zocks added to LPL Vendor Affinity Program
Zocks, the AI assistant, notetaker and meeting automation application platform, has been added to LPL’s Vendor Affinity Program, joining Jump as an approved agentic AI platform available to LPL’s 32,000 affiliated advisors.
This means that Zocks has met the independent broker/dealer and RIA custodian’s technology, security and compliance requirements. It is also a reflection of advisor interest in the AI platform.
LPL advisors who sign up for Zocks would have discounted access to the Zocks Professional package without MCP or Zocks Forms, according to Zocks. The amount of the discount and actual pricing were not disclosed.
In addition, several planning integrations have been approved by LPL, allowing advisors to use Zocks with eMoney Advisor, Holistiplan, RightCapital, Wealth.com, and LPL’s proprietary WealthVision planning platform.
With the approval and integrations, LPL advisors can now use Zocks to automate administrative and operational processes, capturing data and context from client conversations and syncing that information across the various planning tools and connected CRM systems. The tool also prepares advisors for client meetings with personalized summaries pulled from past conversations and connected systems and drafts post-meeting summaries, action items and emails.
In April, RFG Advisory, the Birmingham, Ala.-headquartered hybrid RIA platform, made an undisclosed strategic investment in Zocks as part of its $45 million Series B funding raise, first announced in January, which brought the company’s total funding to $65 million.
Masttro appoints Andrew Peddar as COO
Masttro, a wealth management platform for advisors serving the UHNW, be they family offices, RIAs or other wealth managers, has appointed Andrew Peddar as chief operating officer.
Peddar will oversee Masttro’s data operations and client experience teams from the company’s New York City headquarters, reporting to CEO Jay McNamara, who joined the firm in early 2025.
He brings more than 25 years of experience in financial technology and enterprise software, with expertise in investment data, analytics and reporting.
Peddar previously served as group chief operating officer of StatPro, where he led commercial, client-facing and delivery functions across North America, Europe and Asia-Pacific. He later joined Broadridge Financial Solutions as vice president and general manager, overseeing a global financial technology business serving major financial institutions. Most recently, he was chief revenue officer at Next Matter, an AI and data orchestration platform serving asset and wealth managers.
In the COO role, Peddar will bring together Masttro’s global operations, onboarding and client experience functions, with a focus on strengthening collaboration, improving operational efficiency and maintaining service quality and data reliability as the business scales.
Masttro has proprietary feeds from more than 750 global custodians. In July 2025, the company announced an integration and a strategic partnership with Arch, the private markets portal of portals. Masttro now tracks more than 300,000 alternative investments on its platform and competes with Addepar.
