FlexTrade Systems has integrated portfolio construction and risk analytics from London-based Portx directly into FlexONE, its buy-side order and execution management system, giving portfolio managers a real-time view of portfolio risk before and during execution rather than after the trading day closes. The integration embeds Portx's optimization and risk tools inside the FlexONE interface and API suite, extending a workflow FlexTrade has been building out with a succession o

By Dr. Simon Alioth, Vice President at OpenWealth Association At this year’s Point Zero Forum, the OpenWealth Association showcased its OpenWealth Model Context Protocol (MCP) in a live demonstration. On stage, an AI agent queried real portfolios, detected deviations from the client’s strategy, and initiated a rebalancing across custodians, end to end. The demonstration points to a broader shift. Wealth management is moving towards a new type of interface, the AI agent. At th

MDOTM closes $27M, Robinhood launches its own chain for tokenized stocks, and Orion earns an AI cert. WealthTech's AI reset is here.

Financial advisers using Iress's Xplan platform can now launch PlannerPal's AI workflow tools directly from within Xplan via single sign-on, the two firms announced on 6 July 2026, extending a partnership that already covers hundreds of UK advice and wealth management firms overseeing more than £150 billion in client assets. What Has Changed in the Iress-PlannerPal Partnership? The update, delivered through the Iress Partnership programme, removes a login step that previously