The January 2022 Aite-Novarica Group report Wealth Management Advice Fintech Spotlight Q4 2021 profiles six fintech firms—Bento Engine, Conquest Planning, InvestCloud Pink, Pocketnest, RightCapital, and Willow—focused on enhancing wealth management advice delivery. It examines each company’s solutions, market positioning, and unique value propositions, including client engagement tools, financial planning platforms, digital onboarding, holistic advice integration, and personalized recommendations. The study highlights innovation trends, the growing role of fintech in supporting advisors, and how these solutions help firms improve client relationships, streamline operations, and deliver more tailored, scalable advice experiences.

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