AI-Powered Investing Platform for Advisors Launched by Wallace Finance

June 15, 2026, Wallace Finance Co. has announced the release of Wallace for Advisors, a groundbreaking platform that brings together AI-driven investing, planning, and tax optimization tools in a single, integrated experience.

This innovation is designed to address the long-standing frustrations of wealth managers and registered investment advisors who have been forced to assemble patchwork solutions from various vendors. With Wallace for Advisors, the complexities of custom indexing, tax-loss harvesting, and goals-based planning are consolidated onto a single canvas, making it easier for advisors to deliver high-value services to their clients.

The platform offers a unified client experience, providing advisors with a range of features, including direct indexing, automated tax-loss harvesting, and goals-based planning. It is built on cutting-edge AI technology that automates processes, freeing up time for advisors to focus on delivering exceptional results for their clients.

According to Matt Baldwin, CEO of Wallace, the new platform provides a comprehensive solution that addresses many of the pain points faced by RIAs. The Wallace for Advisors platform is now available in pilot configuration. RIAs interested in participating in early access can request more information at advisors.wallacefinance.io.