Vanguard announced the launch of Expert Insights, an artificial intelligence-powered portfolio analysis tool designed to help financial advisors deliver more personalized and scalable investment guidance. The new tool combines Vanguard’s portfolio expertise with generative AI to transform complex portfolio data into clear, actionable insights for client portfolios.
The company said Expert Insights provides instant, intuitive, and deeply personalized portfolio analysis, enabling advisors to generate client-ready recommendations more efficiently. The launch comes as demand for Vanguard’s portfolio analysis services has grown significantly, with annual engagements approximately quadrupling over the past six years.
Expert Insights is currently being piloted with a select group of financial advisors and is expected to be integrated into Vanguard’s Portfolio Analytics Tool later in 2026. Once fully deployed, the solution will provide advisors with on-demand access to insights aimed at improving portfolio construction and helping clients achieve better investment outcomes.
The announcement highlights Vanguard’s broader push to enhance advisor capabilities through technology. Recent additions include generative AI-powered client-ready article summaries, portfolio stress testing tools for evaluating performance across various market conditions, and planning tools such as healthcare cost estimators and Social Security forecasting calculators. These offerings are designed to help advisors streamline workflows, enhance client communication, and deliver more comprehensive financial planning.
Vanguard said these innovations reinforce its commitment to equipping advisors with scalable, data-driven tools that combine analytical rigor with ease of use, ultimately helping investors achieve stronger long-term results.
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“When advisors share their portfolios with us, we can work together on a powerful goal: helping create better outcomes for investors. Vanguard is continually innovating on behalf of advisors and their clients, and we are excited to see Expert Insights help advisors in their effort to give more investors the best chance for investment success.”
Amma Boateng, Managing Director, Financial Advisor Services, Vanguard
“I am constantly energized by seeing how advisors use AI to streamline their roles, and Vanguard is in a great position to be an important partner in that process. With Expert Insights, we’re providing advisors with a clear, straightforward way of communicating the advantages of their clients’ portfolios, opening more time for advisors to spend coaching and building trust with their clients.”
Sid Ratna, Head of Digital and Analytics, Financial Advisor Services, Vanguard