WealthStack Roundup: BetaNXT unveils InsightX and AI Innovation Lab

Published on April 9, 2026

New AI products and services from BetaNXT, Citi Wealth, Conquest announces Spanish Language Interface, integrations for Advisor360°.

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Vanguard Launches AI Tool for Portfolio Analysis

April 9, 2026
The firm previewed Expert Insights, an AI-driven tool to help advisors analyze portfolios and deliver tailored guidance.

Zephyr Releases its PSN Outlook for 2026 Showcasing Opportunities for Investing in Separately Managed Accounts (SMAs) for 2026 and Beyond

April 9, 2026
Zephyr, a leading provider of asset and wealth management solutions, has published its 2026 PSN Outlook, focusing on the expanding potential of separately managed accounts (SMAs). The report provides actionable insights for financial professionals, including advisors and asset managers, on leveraging SMAs to meet evolving client needs. This digital ebook highlights the growing appeal of SMAs in pe