Technology enhancements include an AI-powered assistant, estate planning tool, retirement income planning, advanced investment analytics, and more.

RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial Advisors and their clients, today announced several strategic partnerships and enhancements to its integrated technology stack. These additions support the firm’s mission to empower Independent Advisors to build their business without compromise.

During its annual Advisor Growth Retreat, RFG announced multiple new tech enhancements to its existing modern platform. One new enhancement is a strategic partnership with industry-leading estate planning platform wealth.com, further strengthening its comprehensive suite of tools designed to support growth-focused Advisors with a cutting-edge estate planning solution. This integration reinforces RFG’s commitment to providing Independent Advisors with tools that streamline workflows and enhance client engagement. End clients benefit from an intuitive, secure solution for creating, updating and storing estate plans.

“Advisors are best positioned to serve as point guards for client relationships by coordinating multiple ancillary services,” said Dr. Jordan Hutchison, vice president of technology and operations at RFG Advisory. “Technology platforms like wealth.com assist in this output by providing valuable tools for estate plan creation, ongoing monitoring and sophisticated visualizations that are now a must-have for Advisors.”

RFG Advisors also benefit from a new partnership with Zocks, a privacy-first, client intelligence platform specifically designed for financial services clients. This AI-powered tool assists with automated meeting preparation, note-taking, and follow-ups while directly integrating them into Salesforce; removing the need to manually enter tasks and subsequent workflows or follow-up items.

RFG Advisors now also have access to Adaptive Retirement Planning through an Income Lab integration, enhancing distribution planning with dynamic retirement income modeling. This advanced technology adapts to evolving market conditions, spending behaviors, and tax environments, equipping Advisors with sophisticated analytics and visualization tools. By leveraging these capabilities, Advisors can engage clients in meaningful conversations and provide the personalized retirement planning experience that today’s clients expect.

Furthermore, RFG has upgraded its YCharts capabilities, delivering advanced investment analytics and deeper data insights. Additional features streamline automated reporting, portfolio comparisons, and client communications. Enhancements also include YCharts’ new internal platform AI research chat tool.

Lastly, RFG has also expanded and upgraded its tech stack with strategic integrations designed to streamline operations, enhance client engagement and support business growth. These include:

• Enhanced Salesforce Infrastructure for Seamless Collaboration: Significant investments in RFG’s Salesforce tenant are improving real-time communication and workflow automation across Advisors, support teams and management.
• Streamlined Liquidity Access: With the addition of Measured, borrowers can quickly access cash while keeping investments intact and avoiding capital gains taxes. With no intermediaries, the fully automated platform simplifies the process for Advisors while handling the loan process and servicing.
• Faster, More Efficient Payment Processing: An AdvicePay upgrade improves billing and payment processing, allowing for more workflows for Advisors to operationalize their business.

“We are continually evaluating what our Advisors need to grow their businesses and enhance the client experience,” added Abby Salameh, chief growth officer at RFG Advisory. “These additions underscore our efforts to offer Advisors the best tech available to help them serve and scale.”

To learn more about RFG’s award winning platform, visit rfgadvisory.com. Those interested in learning more about cutting edge tech solutions should subscribe to RFG’s new podcast, Game Film with Dr. J. The latest episode features Mark Gilbert, founder and CEO at Zocks.

About RFG Advisory

RFG Advisory is an award-winning platform dedicated to helping Independent Advisors build their business without compromise. An innovator in the wealth management industry, RFG enables Advisors to thrive while organically growing their business. RFG empowers Advisors with a wide range of services, including transition and talent support, marketing and growth, capital strategies, back-office solutions, investment services, technology, IT support, and more. Advisors at RFG are supported through a community dedicated to helping them increase their enterprise value and build something bigger than themselves. Focused on amplifying independence, Advisors who affiliate with RFG Advisory control all the equity in their business. Through RFG’s Capital option, the firm buys an override in Advisors’ businesses to facilitate succession planning and provides loans to enable the move to full independence. To learn more, visit: rfgadvisory.com. For more information on RFG Advisory's awards, please visit rfgadvisory.com/awards.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

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