Osaic Says Advisors Are Adopting AI Faster Than Expected
Osaic CEO Jamie Price says the firm’s advisors are adopting AI tools at a pace he has not seen before inside the company’s large advisor network.
The tools getting attention are Jump and Zocks. Osaic advisors began using them in early 2025, and Price told InvestmentNews that adoption reached nearly 30% in less than a year. For a network built around independent financial professionals, that speed stands out because advisors often take time to test new tools, compare options and decide whether a platform is useful enough to change their daily workflow.
The bigger story is not simply that Osaic rolled out AI. Many wealth management firms are doing that. The more important point is that advisors appear willing to use AI when it solves real workflow problems, especially around planning, notes, automation, client follow-up and administrative drag. In an industry where technology adoption can be slow, that may be the signal worth watching.
TL;DR
Fast uptake: Osaic CEO Jamie Price said Jump and Zocks reached nearly 30% adoption in less than a year.
Workflow appeal: The tools matter because they target practical advisor work, not abstract AI experimentation.
Cultural test: Price said adoption depends on whether employees and advisors become comfortable using AI.
Industry gap: Orion’s 2026 Advisor Wealthtech Survey found that 73% of advisory firms use AI in some capacity, but only 6% use agentic workflows.
Advisor impact: The firms that win with AI may be the ones that train people well, govern tools clearly and connect automation to better client service.
Why Osaic’s AI Adoption Number Stands Out
Osaic is not a small test case. The firm says it supports more than 11,000 affiliated financial professionals and more than $700 billion in assets under administration, which makes advisor adoption harder to dismiss as a niche experiment.
Price’s comments came during Osaic’s 2026 NXT conference in Boston, where AI and the future of wealth management were major themes. Osaic’s own conference page described NXT as a forward-looking event focused on innovation, growth and the future of advice.
The adoption number matters because independent advisors are not usually forced into new tools the same way employees in a centralized corporate environment might be. They tend to adopt technology when it proves useful, saves time or improves the way they serve clients.
What The Adoption Rate Suggests
Practical value: Advisors are more likely to use AI when the tool fits into work they already need to complete.
Peer influence: Adoption can accelerate when advisors hear from other advisors that a tool is saving time.
Platform pressure: Large firms may need to offer AI capabilities because advisors now expect modern technology support.
Training need: Fast uptake can create demand for clearer education, compliance guidance and workflow examples.
Competitive signal: Osaic’s adoption story gives rivals another reason to sharpen their own AI rollout plans.
What Jump And Zocks Appear To Solve For Advisors
The two tools are important because they address problems advisors feel in daily practice.
Jump is described as a financial planning AI tool. Zocks is described as an AI platform for automating workflows. That matters because the biggest advisor pain points are often not dramatic. They are the repeated tasks that quietly take time away from clients: notes, follow-ups, data entry, meeting preparation, CRM updates and planning documentation.
An AI tool does not have to replace an advisor to be valuable. It only has to reduce friction in the parts of the job that slow the advisor down. That is why Price’s comments about culture are important. The tool itself matters, but the larger question is whether advisors can make it part of their normal rhythm.
Where AI Can Fit Into Daily Work
Meeting support: AI can help turn client conversations into organized notes, summaries and follow-up items.
Planning prep: Advisors may use AI to gather context before reviews, planning updates or client check-ins.
Task routing: Automation can help move next steps into workflows instead of leaving them buried in notes.
Client service: Teams can respond faster when routine documentation and follow-up work becomes easier.
Practice capacity: Better workflows can free advisors to spend more time on planning, relationship management and growth.
Why Culture May Matter More Than The Tool
Price’s most useful point is that adoption may become the real differentiator.
In fast-moving technology markets, the first tool is rarely the final tool. AI products will keep changing. Features will improve. Some tools will be replaced. Others will be absorbed into larger platforms. That means the long-term advantage may not come from choosing one perfect vendor early.
The better advantage may come from teaching advisors and employees how to use AI responsibly, consistently and confidently. A firm that builds good habits can move faster as tools evolve.
What A Strong AI Culture Requires
Clear governance: Firms need rules for how AI can be used in a regulated wealth management environment.
Focused training: Advisors need practical examples that show how AI fits real client-service workflows.
Risk awareness: Teams must understand accuracy, privacy, supervision and documentation issues before relying on outputs.
Internal champions: Early adopters can help other employees and advisors learn what works in practice.
Iteration discipline: Firms need a way to test tools, collect feedback and improve workflows without creating confusion.
The Broader Industry Is Still Early In The AI Curve
Osaic’s adoption story lands at a time when many advisory firms are still figuring out what AI should actually do inside their businesses.
Orion’s 2026 Advisor Wealthtech Survey found that 73% of advisory firms are using AI in some capacity. But the same survey found that only 6% are using agentic workflows and only 5% have implemented cross-system AI integration. That gap matters because it shows the difference between trying AI and deeply embedding it across firm operations.
The survey also found that 55% of advisors believe AI and automation will have the greatest impact on firm success in 2026 and beyond. At the same time, advisors cited barriers such as accuracy and client trust concerns, compliance uncertainty and limited internal training.
What The Survey Adds To The Osaic Story
Adoption breadth: Many firms are already experimenting with AI, even if usage remains uneven.
Integration gap: Few advisory businesses have connected AI across systems in a mature way.
Trust barrier: Accuracy, client confidence and compliance remain major concerns.
Training shortage: Limited internal expertise can slow down broader implementation.
Growth focus: Advisors increasingly see AI and automation as tools for scale, personalization and efficiency.
Why AI Adoption Could Affect Advisor Recruiting
AI tools are also becoming part of the recruiting conversation.
Advisors evaluating a platform may still care about payout, service, compliance, investment access and transition support. But technology is becoming harder to separate from those issues. A platform that helps advisors reduce manual work can become more attractive, especially for teams that are already stretched by client service, growth plans or succession needs.
This is where AI connects to broader platform competition. Firms are already competing for advisors by pointing to stronger technology, operational support and growth resources. Osaic’s adoption story gives the firm another way to argue that its platform is moving with the industry rather than reacting slowly to it.
That same demand for stronger technology has shown up in other advisor moves, where teams often cite better tools, flexibility and operational support as reasons for changing platforms.
What Advisors Should Watch As AI Rolls Out
The real test will not be whether advisors try AI once. The test will be whether they keep using it after the novelty fades.
A useful AI rollout should make daily work easier, not more complicated. Advisors should be able to see where the tool saves time, improves follow-up, supports documentation or helps teams communicate more clearly. If the tool creates extra review steps without enough benefit, adoption may slow.
What Will Separate Strong AI Rollouts From Weak Ones
Workflow fit: The tool needs to match the way advisors already serve clients.
Compliance clarity: Advisors need to know what is allowed, what must be reviewed and what should never be entered.
Data discipline: Firms must protect client information and control how data moves through AI systems.
Human review: AI outputs should support advisor judgment rather than replace it.
Measurable benefit: Teams should be able to identify saved time, faster follow-up or better client-service consistency.
The Client-Service Angle Is The Real Point
The most important question is not whether AI sounds impressive. It is whether the technology helps advisors do more of the work clients actually value.
Clients usually do not care which AI tool their advisor uses. They care whether the advisor is prepared, responsive, organized and able to explain decisions clearly. If AI helps an advisor capture details from a meeting, follow up faster and coordinate planning work more smoothly, the client may feel the benefit even without seeing the tool.
That is why Osaic’s adoption story matters. Fast adoption suggests advisors may be finding practical uses quickly. But the next phase will be more demanding. The firm will need to keep governance tight, training useful and the technology connected to real advisor outcomes.
AI will not remove the need for trust, judgment or personal advice. In wealth management, those are still the core of the relationship. The opportunity is to reduce the work that distracts from those priorities.
Frequently Asked Questions About Osaic’s AI Adoption
What AI Tools Are Osaic Advisors Using?
Osaic advisors began using Jump and Zocks in early 2025, according to InvestmentNews. Jump is described as a financial planning AI tool, while Zocks is described as an AI platform for automating workflows. The tools appear focused on helping advisors streamline planning and operational tasks rather than replacing the advisor-client relationship.
Why Is Osaic’s AI Adoption Rate Getting Attention?
The adoption rate is getting attention because Jamie Price said Jump and Zocks reached nearly 30% takeup in less than a year. For a large independent advisor network, that is notable because advisors often adopt new tools gradually. The speed suggests the tools may be solving practical workflow problems that advisors already feel in their daily work.
Does AI Replace Financial Advisors?
AI is not replacing financial advisors in this context. The more realistic role is support. AI can help with notes, workflows, meeting preparation, summaries and follow-up tasks, but advisors still need to apply judgment, understand client goals and maintain trust. In regulated wealth management, human review and supervision remain essential.
Why Does AI Governance Matter In Wealth Management?
AI governance matters because financial advisors operate in a regulated environment where accuracy, privacy, recordkeeping and supervision are critical. Without clear rules, firms may slow down every time a new tool or use case appears. A strong governance framework helps firms move faster while keeping guardrails around client data and advisor workflows.
What Should Advisors Consider Before Using AI Tools?
Advisors should understand what data can be entered, how outputs must be reviewed, where records are stored and whether the tool fits their compliance requirements. They should also look at whether the AI tool truly saves time or simply adds another system to manage. The best use cases are usually the ones that improve workflow without weakening client trust.
Further Reading
News From Osaic’s NXT Conference: Osaic’s conference page covering NXT themes around innovation, AI and the future of advice.
Orion Reveals Advisor Wealthtech Survey Insights At Ascent Conference: Orion’s survey release on AI adoption, advisor technology priorities and integration challenges.
Wells Fargo, LPL And Cetera Add Advisor Teams In New Recruiting Moves: A related NJ Financial News article on how technology, platform support and advisor movement continue shaping wealth management competition.
