Wallace Finance Launches AI-Driven Custom Indexing and Tax Loss Harvesting for Advisors
Summary
Wallace Finance launched Wallace for Advisors, a unified platform for wealth managers and RIAs. The product combines direct indexing, automated tax-loss harvesting, goals-based planning, and natural language customization in one white-label experience. It connects to multiple custodians, including Schwab, Fidelity, and Altruist, so advisors can adopt it without re-papering client accounts. Wallace says the pilot is available now, with limited early access for RIAs interested in testing the platform.
Classifications
industries
Fintech & Banking
applications
Integrated Accounting
AskAI Classifications
Labels
SaaS
Fintech Software
WealthTech
Linked Companies
Altruist
$50M to $100M