Expert Insights: A powerful new tool for advisors

Advisors need tools that help them move from information to decisions that can help clients achieve their financial goals. Expert Insights does just that. It turns complex portfolio data into straightforward, client-ready observations and recommendations based on the trusted investment and advice methodology that Vanguard experts have developed and refined for more than 50 years.

Across the industry, advisors are managing increasingly complex portfolios amid market volatility, expanding product choice, and growing demand for expert review. As requests for portfolio analysis continue to rise, it has become increasingly important to understand how technology—including AI—can help extend expertise consistently and responsibly, while preserving investment discipline and oversight.

Currently in pilot with select advisors, Expert Insights will be widely available later in 2026, giving advisors on-demand access to insights designed to help them pressure-test and improve client portfolios.

We’ve seen just how important this kind of support has become. Over the past six years, our portfolio analysis team has quadrupled the number of engagements with advisors. Using generative AI, Expert Insights will offer Vanguard’s investment expertise within our online portfolio analytics tool.

“When advisors share their portfolios with us, we can work together on a powerful goal: helping create better outcomes for investors,” said Vanguard’s Amma Boateng, managing director of Financial Advisor Services. “Vanguard is continually innovating on behalf of advisors and their clients, and we are excited to see Expert Insights support advisors in their effort to give more investors the best chance for investment success.”

At Vanguard, we’re committed to using AI in a responsible way to help deliver better outcomes and experiences for investors. AI expands our ability to help advisors offer personalized insights, supporting our purpose: to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Expert Insights is the latest in a growing list of enhancements designed to help advisors streamline and scale client support. Recent examples include:

• Launched in 2025, Vanguard’s Client-Ready Article Summaries use generative AI to produce customizable synopses of our top-read market perspectives, tailored by financial acumen, investing life stage, and tone.

• Available within Vanguard’s Portfolio Analysis Tool, the Stress Testing feature helps advisors evaluate portfolios in extreme markets to uncover vulnerability, test performance across historical and future-looking scenarios, and demonstrate preparedness for a range of market conditions.

• The Health Care Cost Estimator helps advisors forecast annual and long-term health care costs, providing clearer insight to support more accurate retirement planning.

• The Social Security Calculator forecasts future primary, spousal, and survivorship Social Security benefit amounts, recommends the optimal claiming timing, and estimates mortality-weighted lifetime values across benefit scenarios.