Orlando FL, September 3, 2026 – The Wealth Engineering Family of Companies (WE) today announced that NDEX Systems 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 advisory and CPA firms in WE's network direct access to NDEX's patented, all-in-one wealth management and investment accounting platform, enabling them to aggregate, normalize, and reconcile widely sourced financial data into a single, holistic "total wealth" view of their clients' holdings across every asset class, both on and off-book, all within a secure, SOC 2-certified environment their firm controls. Read more

ORLANDO, FL, August 13, 2026 — The Wealth Engineering Family of Companies (WE) today announced that ETF Create 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 suite of ETF development, launch, and ongoing operational services, allowing firms to evaluate and pursue proprietary ETF strategies without building the necessary infrastructure internally. Read more

Orlando, FL — July 23, 2026 — The Wealth Engineering Institute, part of the Wealth Engineering Family of Companies, today announced the release of The Seismic Shift Within HNW Wealth Advisory, a new book by Nicholas L. Gregory, ChFOA, ChCCA, ChFBA, Founder and Chief Architect of the Wealth Engineering Discipline. The book argues that the advisory practices built to serve High-Net-Worth (HNW) families over the past half-century are no longer sufficient to meet what those families actually want—and lays out a step-by-step process for advisors to close that gap. Read more