Dynamic Advisor Solutions, a leading RIA and provider of integrated business solutions for wealth advisors, announced a strategic partnership with Aculis, a cutting-edge artificial intelligence platform, to develop and deploy a secure AI enterprise solution that will serve as the intelligent core of Wealth360™, Dynamic’s unified advisor technology ecosystem.
Built on Aculis’ model-agnostic, modular, and highly secure platform, this new AI layer will be integrated across Dynamic’s nationwide advisor network and its virtual home office. The technology will drive deeper automation, enhanced personalization, and real-time insights across all aspects of the advisory business – while maintaining strict enterprise-level data protection. Each firm’s information, workflows, and client data will remain private, segmented, and tailored to the advisor’s unique business model.
The collaboration will introduce a suite of AI workflow and process agents-intelligent digital assistants purpose-built for Dynamic advisors and staff. These agents will streamline routine tasks such as knowledge retrieval, compliance reviews, client onboarding, and communication. They will also generate personalized outreach for clients and advisors, while surfacing actionable business insights to help firms operate more efficiently and effectively.
“Our alliance with Aculis marks a new day for Dynamic and the future of how AI will power our affiliated advisory firms,” said Jim Cannon, Dynamic founder and CEO. “We’re honored to be the first enterprise engagement for Aculis’ world class AI architecture as we continue our relentless pursuit of innovation and the intentional balance of technology and people.”
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Unlike consumer-grade AI tools, the new system is designed for enterprise security and control, ensuring that no sensitive client information or proprietary data ever leaves the Dynamic environment. The AI layer will integrate data from Dynamic’s CRM, portfolio accounting, email, document management, financial planning, custodian, and other systems-all within a secure, closed enterprise network.
“Our goal with Dynamic is to show that AI can be powerful and responsible at the same time,” said Asad Naeem, Aculis founder and CEO. “We’ve created an enterprise-grade platform that enables enterprises to deploy world-class AI agents with complete flexibility to match the enterprise’s needs, while at the same time adhere to the strictest standards of data security and governance.”
The partnership also draws on close collaboration with Dynamic affiliate firm Crestview Capital Management in Thousand Oaks, California. Managing Partners Brian Bucell, CFP® and Tom McCann, CFP-who are also co-founders of Aculis-serve as strategic advisors to the initiative, helping shape the next generation of intelligent tools for wealth management professionals.
“Tom and Brian’s real-world insights from the advisor perspective are helping shape and refine the first generation of advisor and client workflow agents deployed across Dynamic’s network,” added Cannon. “It’s not just about having AI, it’s about building an intelligent ecosystem that continually learns, adapts, and improves the productivity and ability to better serve more clients.”