Merchmix’s New OS Taps AI to Help Manage Inventories

Its newest OS features several tools that can help with business strategy, from distributing stock based on live demand ...
Financial Advisor

A Transformative Investment Management Operating Experience

[In the asset management world, legacy technology may get the job done, but it is likely to be clunky, inefficient, create more work and unnecessarily put a drain on business productivity in today’s ...
The Manila Times

Shoplazza Launches the World's First AI-Native Commerce Operating System to Help Brands Turn Intent into Growth

Shoplazza, a global eCommerce infrastructure platform, recently announced the launch of its AI-native Commerce Operating ...
The Manila Times

Moment Raises $78 Million as Largest Wealth Firms Standardize on its AI Operating System for Investment Management

Moment now works with firms managing more than $10 trillion in client assets. NEW YORK, May 19, 2026 (GLOBE NEWSWIRE) -- Moment, the AI operating system for investment management, has raised $78 ...
Morningstar

Mackenzie Investments Selects OneVest's Operating System to Advance its Digital Transformation for Advisors and Investors

Mackenzie to leverage OneVest's highly configurable platform to launch a modern suite of advisor, investor, and onboarding solutions. TORONTO, April 20, 2026 /PRNewswire/ - OneVest, a leading provider ...
WealthManagement.com

OneVest Launches AI Wealth Platform, Partners With Merit Financial

From a news standpoint, the financial technology company OneVest has had a busy week, having both announced its agentic wealth operating system to the world and a strategic partnership with the large ...
WealthManagement.com

Wealth Management Needs an AI-First Operating Model (Now)

Wealth management has reached an inflection point — not driven by another technology cycle, but by the limits of its traditional operating model. Fee compression continues to erode margins. Advisors ...