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.

Orlando FL, September 1, 2026 – The Wealth Engineering Family of Companies (WE) today announced that Visory 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 cybersecurity, managed IT, cloud hosting, compliance and technology advisory services designed for the unique needs of wealth management firms.

Orlando FL, August 20, 2026 – The Wealth Engineering Family of Companies (WE) today announced that Greenboard 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 network direct access to a full-service suite of compliance monitoring, recordkeeping, and regulatory workflow tools purpose-built for SEC- and FINRA-regulated firms.

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.

Lake Mary FL, August 4, 2026 – The Wealth Engineering Family of Companies (WE) today announced that American Standard Gold (ASG) 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 investment-grade precious metals advisory, numismatic portfolio design, and tax-advantaged IRA rollover services for firms to offer to their clients.

ORLANDO, FL — July 29, 2026 — The Wealth Engineering Institute, as part of The Wealth Engineering Family of Companies, today announced the launch of the enhanced, online Chartered Family Office Advisor™ (ChFOA™) designation, a professional credential built for advisors who serve UHNW families and their increasingly complex wealth ecosystems.