Avaloq Debuts US Wealth Tech Platform Mosaic
Avaloq, a major Swiss-based wealth management and digital banking technology provider, has announced it is entering the U.S. market.
Software from the firm manages more than $5.1 trillion in client assets and powers core operations for more than 170 wealth managers and banks across 35 countries.
Avaloq also announced the launch of Avaloq Mosaic, a modular platform for wealth managers seeking to modernize investment technology without a full platform replacement. It is meant to connect investment data and portfolio processes across existing systems. It would likely seek to replace many U.S. wealth managers that continue to rely on complex legacy technology environments, which make it increasingly challenging to support personalized investment strategies at scale and to adopt AI-enabled operating models, according to Avaloq.
Avaloq Mosaic debuts in the U.S. with two core capabilities, Portfolio IQ and Allocator. Portfolio IQ provides a real-time investment view, consolidating holdings, transactions and portfolio information across multiple accounts, custodians and other sources. Allocator translates investment strategies into portfolios across large and complex client books, supporting portfolio construction, personalization and ongoing management at scale.
The broader Mosaic suite also includes Agent Connect, which gives firms’ AI tools governed access to verified investment data, the company said. Avaloq plans to expand the suite with additional capabilities, including Tax for tax-aware investment management, Asset Servicing for position keeping and securities-event administration, and Lending for margin and securities-backed lending decisions.
Suzzanna Gill, president of Avaloq U.S., has extensive experience in wealth management transformation and has previously worked in senior roles at Morgan Stanley, Credit Suisse, UBS and Bank of America.
“U.S. wealth managers are balancing greater scale with increasingly sophisticated portfolios and rising client demand for faster, more personalized insight, often on technology infrastructures built over many years,” Gill said. “The opportunity for firms is to connect investment data with processes they already have, so they can modernize where it creates the greatest business impact.”
Avaloq is just the latest global behemoth to enter the U.S. wealth management technology market; FNZ did so in 2020 and, in November 2025, announced it had raised $650 million in capital to fund its efforts.
Nitrogen Brings Advisor Tools into Claude, ChatGPT as Part of Fall Release
Nitrogen has announced its Fall 2026 product release, extending its suite of advisor tools into Claude and ChatGPT while expanding the capabilities of its agentic AI engine, Nucleus.
Advisors can now access Nitrogen capabilities through Claude and ChatGPT, use Nucleus in Slack and Microsoft Teams, and connect through Microsoft Copilot, according to the company.
Justin Boatman, chief marketing officer and head of product strategy at Nitrogen, said the integrations are designed to bring client information and Nitrogen workflows into tools advisors already use.
“AI should make it easier for advisors to get work done, wherever they choose to work,” Boatman said.
The integrations include permission-based controls and are available at no additional cost for advisors with Nucleus access.
Also, part of the Fall release includes integrations with Contio, an AI-powered meeting intelligence platform, founded by Nitrogen’s co-founder Aaron Klein (who remains a board member at Nitrogen) and a bi-directional integration with Contio competitor Zocks.
To read more details on this release, visit the Nitrogen website.
Goodfin Opens Private-Market Intelligence to External AI Agents
Goodfin, an agentic wealth platform expanding access to private-market investing, has made its proprietary private-market deals and intelligence available to external AI agents via the Model Context Protocol.
Wealth Management first covered Goodfin in February, and, according to the company, it is one of the first private-market investing platforms to adopt the protocol, known as MCP, which allows external AI agents to tap into its data and capabilities.
Anna Joo Fee, founder and chief executive officer of Goodfin, said the move is intended to bring private-market investment opportunities and intelligence into a broader ecosystem.
“We’ve spent years building financial intelligence that is focused on private markets and by opening that intelligence to other agents through MCP, we’re making Goodfin part of a much larger ecosystem and giving external AI agents access to Goodfin’s exclusive deal flow, data and capabilities,” said Fee.
Because information and data are so fragmented, private markets present a complex environment for AI, as that data can be difficult to access, documents require interpretation, and investment workflows span research, due diligence, monitoring and compliance.
Goodfin built its agentic platform to address those challenges. Its Goodfin Go platform is meant to apply AI-powered intelligence across the investment process, from research and analysis to deal execution, and extending those capabilities through MCP broadens that architecture beyond Goodfin’s own interface, according to the company.
Identifying At-Risk AUM, Healthspan Wealth Introduces Leaky Bucket Risk Score.
On the heels of its launch three weeks ago, Healthspan Wealth has announced a new set of features that culminate in what the startup is calling its Leaky Bucket AUM Risk Score, which is designed to help wealth managers understand how their assets under management are at risk from aging client relationships and identify client relationships where a successor has yet to be identified and engaged.
The score is Healthspan’s attempt to address a lack of visibility into a firm’s age-weighted revenue risks by helping them measure the share of firm revenue tied to clients and advisors past a defined age at which no successor relationship has been identified and engaged.
The Leaky Bucket AUM Risk Score uses a 100-point index comprising four weighted themes: relationship breadth and depth, planning breadth and depth, exclusivity, and demographics, to assess risk across 24 variables.
With the Great Wealth Transfer underway, $84 trillion of assets are in motion, and RIAs face increasing pressure to keep assets within families across generations. According to Cerulli Associates, RIAs experience average annual asset attrition of 2% to 5%, excluding client departures.
“Families often decide whom they trust during the moments when they need the most help,” said Suzanne Schmitt, Healthspan’s co-founder and COO. “We’re helping firms recognize that supporting the next generation through those moments is an investment in the future of the business.”
The platform remains in early access, with a limited number of advisor and firm partners being onboarded. Professionals can request a demo at healthspanwealth.com.
