Press Releases

  • STP’s ComplianceAdvisor Joins The Wealth Engineering Expert Sourcing Consortium
    Lake Mary FL, July 7, 2026 – The Wealth Engineering Family of Companies (WE) today announced that STP’s ComplianceAdvisor Platform has joined its Expert Sourcing Consortium, complementing WE’s synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards. The partnership gives wealth advisors in WE’s universe direct access to a full-service compliance suite covering program management, marketing reviews, employee and client trade monitoring, vendor oversight, and regulatory reporting, services that have become increasingly complex and expensive for firms to manage in-house..
  • FairMarketValue Joins The Wealth Engineering Expert Sourcing Consortium
    Orlando FL, June 30, 2026 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of FairMarketValue (“FMV”) as a core component of its Expert Sourcing Consortium; synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards.
  • Allposit Joins The Wealth Engineering Expert Sourcing Consortium
    Orlando FL, April 23, 2026 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of Allposit as a core component of its Expert Sourcing Consortium; synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards.
  • FamVault Joins The Wealth Engineering Expert Sourcing Consortium
    Orlando FL, April 2, 2026 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of FamVault as a core component of its Expert Sourcing Consortium; synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards.
  • CyFlare joins The Wealth Engineering Expert Sourcing Consortium as its Exclusive Managed Cybersecurity Partner
    Lake Mary FL, March 12, 2026 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of CyFlare as an exclusive core cybersecurity partner within its Expert Sourcing Consortium; synchronizing with our other expert sourcing firms and our elastic infrastructures – FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards.
  • Vanilla Joins The Wealth Engineering Expert Sourcing Consortium as its Exclusive Estate Planning Technology Partner
    Orlando FL, March 10, 2026 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of the Vanilla patented estate planning platform as a core component of its Expert Sourcing Consortium; synchronized with our other expert sourcing firms and our elastic infrastructures – The FusionPowered Wealth Advisor and OpenOption Practice Engineering Dashboards.