AI & Finance™ | News for the Week Ending 12/19/25

Advisor360° today announced the industry’s first AI-native wealth operating system, featuring a reimagined advisor experience. For the first time, the company’s award-winning technology is available to firms of any affiliate model and size— ranging from solo practices to the largest national enterprises. The company’s expanded accessibility reflects Advisor360°’s commitment to providing advisors and firms with exceptional digital experiences that save time and remove barriers to growth.  

Advisor360° delivers modern, consumer-grade technology to advisors and the firms they serve. Built on a unified, modern data foundation, Advisor360° now enables independent broker-dealers, RIAs, and insurance broker-dealers to run their entire business on clean, connected, real-time data. Firms can plug in their preferred applications while also activating the responsible use of agentic AI across workflows, without disruptive transformation projects.   

Powered by the company’s proprietary Unified Data Fabric®, Advisor360° unifies CRM, onboarding, trading and model management, compliance, and reporting into one integrated operating system. This architecture allows firms to turn on only the modules they need today and scale seamlessly over time—eliminating the need to re-platform as they grow and reducing operational complexity in a rapidly evolving technology landscape. 

AdvizorPro, the leading provider of B2B contact and company information in the financial services industry, today announced the launch of the AdvizorPro MCP Server, a solution that enables compliance-focused enterprises to integrate AdvizorPro’s rich advisor data into their internal AI workflows in a secure, governed manner. This new offering allows asset managers, wealthtech firms, and recruiting teams to harness AI agents that can search and fetch data from AdvizorPro’s platform in real time – all while maintaining strict data security and compliance controls. It provides a governed pathway for enterprises to enrich their proprietary datasets with high-quality wealth-management insights and make them safely accessible to internal AI agents and automated workflows. 

The Model Context Protocol (MCP) is an emerging open standard, championed by leading AI organizations such as Anthropic and OpenAI, that defines a structured interface between AI agents and external systems. Unlike a traditional API, which simply offers fixed endpoints, an MCP-based server provides a context-rich orchestration layer for AI interactions. In practice, this means an AI assistant can be given context about what data is available, which tools or queries it can run, and what rules or permissions apply – enabling the AI to retrieve information without ever overstepping security policies. By adhering to the MCP standard, the AdvizorPro MCP Server acts as a smart gateway between large-language-model (LLM) driven agents and AdvizorPro’s extensive wealth management database (which contains tens of millions of data points on financial advisors and firms). The server ensures that AI queries remain read-only and within approved scope, so enterprises can confidently get insights from live data without risking unauthorized access or data leaks. 

The AdvizorPro MCP Server is now available. Existing clients can easily plug it into their internal workflows to power AI-driven research, sales intelligence, recruiting, and more — all using AdvizorPro’s verified advisor data. By providing a secure bridge between AI agents and trusted wealth-management intelligence, AdvizorPro enables organizations to move faster on new opportunities without increasing risk. 

Aidentified, Inc., the leading Wealth Networking Intelligence™ platform, today announced Summit Financial (“Summit”), a preeminent investment advisory firm empowering advisors to deliver family office-type services and optimize business growth, has added Aidentified to its wealthtech ecosystem. Aidentified’s AI-powered relationship intelligence platform, which features dynamic wealth signals, predictive data insights, and proprietary relationship mapping, was selected to help Summit advisors identify high-potential opportunities, personalize outreach, and strengthen client connections with greater precision. 

Aidentified equips advisors to act on meaningful life events and warm introductions, accelerating organic growth while deepening the quality of every client relationship. Its relationship mapping capabilities surface opportunities hidden within an advisor’s extended network, helping them identify ideal prospects, expand referral pathways, and grow their business with greater precision. The integration reflects Summit’s commitment to equipping growth-minded advisors with innovative, next‑generation tools that drive measurable improvement to business performance. 

With over 166 advisors in 25 states and more than $25 billion in client assets under advisement, Summit continues to build a robust, advisor-first wealthtech ecosystem. Aidentified joins a growing roster of integrated tools that support organic growth, increase productivity, and enhance client service excellence. 

AIR, the AI-powered credit intelligence platform that delivers continuous, bias-free credit ratings for public and private credit, announced a $6.1 million seed round co-led by Work-Bench Ventures and Lerer Hippeau. 

Built by industry veterans from Moody’s, DataRobot, Goldman Sachs, and Morgan Stanley, AIR replaces century-old, legacy credit ratings with an autonomous, AI-powered system that evaluates every company’s financial health, whether it’s public or private, every single day. 

With private credit now exceeding $2 trillion globally, the need for real-time, objective insight has never been greater. For more than 100 years, credit ratings have been shaped by antiquated methodologies and static statistical models, making the process subjective, backward-looking, and slow to react. AIR changes that. Powered by advanced AI trained on decades of financial and alternative data, the platform continuously detects early warning signs and re-rates companies in real time, giving investors, banks, and asset managers a transparent, bias free view of risk. 

Anderson Advisors, a nationally recognized leader in asset protection, business structuring, tax strategy, and estate planning for real estate investors and income earners, today announces an exciting new partnership with Baselane, the rapidly growing banking and financial management platform developed specifically for real estate investors. 

This strategic partnership not only provides Anderson Advisors’ clients with access to Baselane’s innovative, investor-centric banking solutions, but also delivers Baselane’s nationwide community of real estate investors access to Anderson’s industry-leading tax, entity structuring, and asset protection services. Together, the two companies offer a holistic ecosystem that supports investors from financial organization to legal compliance and long-term wealth preservation. 

Baselane has become one a leading financial platforms in the real estate investing space, with over 50,000 investors, a 4.6-star rating on Trustpilot, and APY rates up to 2.63%2. 

Benzinga, the leading financial news and data provider in North America, today announced a strategic partnership with Perplexity, one of the world’s fastest-growing AI answer engines. The collaboration will deliver Benzinga’s market-moving data and insights directly into Perplexity’s AI platform, empowering users with real-time financial intelligence and context-aware market answers. 

This partnership represents a major step toward redefining how investors, analysts, and everyday users access and understand financial information. By integrating Benzinga’s trusted datasets — covering news, analyst ratings, earnings, insider transactions, and price movements — Perplexity users will gain seamless access to institutional-grade insights within conversational, natural-language experiences. 

Founded in 2022, Perplexity has quickly become one of the world’s leading AI companies. By combining multiple cutting-edge large language models with real-time retrieval technology, Perplexity delivers accurate, source-linked answers across every domain of human knowledge, ensuring users receive verifiable and transparent information. 

Reseda Group, a wholly owned credit union service organization of MSU Federal Credit Union (MSUFCU), today announced it is partnering with Constant AI, a leader in intelligent loan operations automation. As part of this strategic collaboration, Reseda Group is adding Constant’s AI-powered platform to its ecosystem, expanding fintech access across its growing network of credit unions and financial institutions that serve more than 47 million members and consumers nationwide.   

Constant AI’s platform enables members to instantly handle loan requests — including payoff quotes, payment deferrals, due date changes, and loan modifications — directly through their financial institution’s online banking system, without calling or visiting a branch. The platform’s automation eliminates back-office manual processing of these routine requests, freeing loan operations staff to focus on complex member needs and revenue-generating activities.  

Through its partnership with Constant AI, Reseda Group continues to expand its fintech ecosystem — offering credit unions scalable, member self-service solutions that drive efficiency, deepen member engagement, and advance the credit union movement. For more information, visit resedagroup.com.  

Agentic AI workflows are advancing the world of underwriting at Convr AI®, the leading artificial intelligence (AI) company serving commercial P&C insurance organizations with its AI-powered underwriting workbench. The company has built referral, financial analyst, and underwriting authority workflow agents into the platform for customers. The pre-built templates enable more autonomous decisioning for underwriting team members. 

Convr’s template library with pre-built starter prompts enable underwriting team members to build a workflow without being a prompt engineer. They can tailor the starter prompts as well; they simply need some basic underwriting experience to be able to deploy them. 

One example is Convr’s referral agent, which automatically generates a referral summary – looking at exposures, losses, and limits, etc. The Referral Agent informs the user whether the submission is within appetite, or if it requires a referral. Users can choose to give the agent more agency as well. 

Envestnet, a leader in Adaptive WealthTech for financial advisors, today announced the rollout of its fourth quarter platform technology updates designed to deliver greater flexibility, customization, and efficiency for financial advisors. This release reflects direct advisor feedback and a commitment to empowering professionals with tools that drive superior client outcomes. 

2025 was a transformative year for Envestnet, marked by executive leadership appointments, technology innovation and partnerships, and a new five-year strategic roadmap complete with a $1 billion investment in research and development. Envestnet’s most recent tech rollout reflects the company’s ongoing investment in technology and advisor support, and commitment to empowering financial professionals and its clients through WealthTech innovation.   

As Envestnet continues to invest aggressively in its product and technology organization, backed by a $1 billion commitment to research and development over the next five years, this Q4 release update reflects a more than 50% increase in productivity driven in part by AI-enabled development, materially accelerating time to market while raising the bar on quality. This operating leverage is translating directly into faster delivery of high-priority innovation, sharper platform performance, and a sustained ability to keep advisors ahead in a highly competitive environment. 

Expero, a leader in digital wealth technology and AI-driven user experiences, today announced an agreement with Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of technology and data, to bring ICE’s extensive cross-asset data and analytics into Expero’s Connected Finance platform, enabling clients to integrate market data directly into trading, advisor and investor workflows using Expero’s custom-built software components. 

Together with Expero, ICE is expanding its extensive data distribution capabilities to include widget-based delivery for wealth management, retail investing and brokerage platforms. In addition to ICE’s traditional data delivery channels, including feeds, file delivery and desktop terminals, customers can now leverage ICE data in charts, dashboards, and other interactive tools for faster and easier analysis and visualization. 

Expero’s growing Connected Finance ecosystem helps bring solutions to market faster by integrating internal and external data through a fully configurable platform. With ICE’s breadth of data and Expero’s design, ICE and Expero customers gain new front-end components to access and analyze vast amounts of data. 

Penguin Ai, a health care artificial intelligence (AI) company, announced today a collaboration with FTI Consulting, Inc. (NYSE: FCN), a global business advisory firm, to help healthcare providers strengthen revenue cycle performance and reduce administrative burden. By integrating Penguin Ai’s platform into FTI Consulting’s revenue cycle management (RCM) transformation work, the collaboration will help deliver faster throughput, reduced rework, and improved performance. 

The collaboration enables FTI Consulting’s healthcare practice to leverage Penguin Ai’s purpose-built healthcare AI platform for its RCM transformation engagements, helping clients accelerate cash flow, reduce administrative friction, and improve operational efficiency at scale. Penguin Ai’s platform transforms claims denial management and appeals workflows by leveraging AI-powered automation, monitoring and intelligent routing.  

As part of the collaboration, FTI Consulting will provide Penguin Ai access to its deep expertise in revenue cycle operations across large integrated delivery networks, physician enterprises, and private equity–backed provider organizations. This combined approach will support faster deployment of Penguin Ai’s agents in real-world RCM environments and strengthen market credibility through alignment with a global advisory leader. 

Heritage Insurance Company (Heritage), a super-regional property and casualty insurance provider, and Guidewire (NYSE: GWRE) announced that Heritage successfully deployed Guidewire PolicyCenter and Guidewire BillingCenter as its new systems for policy administration, underwriting, and billing management. The company has implemented the products on Guidewire Cloud Platform for its homeowners and dwelling fire lines of business in 13 states where it operates. Having previously implemented Guidewire ClaimCenter in 2023, Heritage is now a full Guidewire InsuranceSuite customer in production on Guidewire Cloud Platform. Guidewire PartnerConnect Consulting Global Strategic member PwC led the implementation project. 

Hebbia, a leading AI platform for finance, today announced a collaboration with BlackRock Aladdin to integrate Preqin data, a premier source of private markets data, into the platform. The integration enables LPs and GPs to leverage Preqin private markets data directly within Hebbia, empowering investors to make faster and more informed decisions. 

Through this integration, joint Preqin and Hebbia users can seamlessly connect Preqin datasets, which span all private markets asset classes, including private equity, private credit, venture capital, infrastructure, and real estate, with Hebbia’s intelligent workflow tools. This allows firms to combine Preqin data with internal and third-party data sources to conduct due diligence, screen deals, benchmark against competitors, map relationships for fundraising, and monitor portfolios with the speed and scale of enterprise AI. 

Maxio, the leading platform for billing automation and revenue management for B2B SaaS and AI companies, today announced the general availability of Maxio MCP, a secure AI governance layer designed for finance teams. 

The Model Context Protocol (MCP) is an open standard for securely connecting AI assistants to the systems where business data lives so they can answer questions and take approved actions using governed access. Maxio MCP connects Maxio’s billing and revenue data, along with the underlying financial logic, to approved AI tools so finance leaders can use natural language to explore metrics, generate reports, and take controlled actions within admin-defined guardrails. 

Maxio MCP adds native MCP support and a protected integration layer for AI platforms that team members are already using in daily workflows. 

OnCorps AI, a leading agentic AI platform for fund operations, has secured $55 million in growth capital from Long Ridge Equity Partners, a growth equity firm with deep experience in financial and business technology. The company will use the capital to accelerate product innovation, expand go-to-market teams, and scale infrastructure to support its rapidly growing customer base. 

Founded in 2011, OnCorps AI delivers intelligent exception resolution for fund operations, primarily serving asset managers and fund administrators. Beyond detecting discrepancies in trade reconciliations and fund documentation, the platform autonomously investigates root causes, provides recommendations for issue resolution, and learns from patterns to prevent future breaks.  

OnCorps’ specialized AI agents are trained on millions of real-world data discrepancies and exceptions across trade processing, fund accounting, and reporting workflows. This deep domain training, coupled with continuous learning from production environments, enables OnCorps to achieve accuracy rates and exception resolution times that general-purpose automation tools cannot match.  

Oversight, the global leader in AI-powered spend monitoring and financial audit technology, is revolutionizing how enterprises monitor and manage financial risk through its next-generation AI platform and its role in enabling Finance Risk Intelligence (FRI) across the enterprise. 

According to Everest Group research, financial risk management is a top priority for CFOs, driven by an evolving risk landscape that includes cyber threats, changing compliance requirements, and increasing complexity. FRI is an emerging category of solutions that apply a layered architecture of processing, intelligence, and action to continuously monitor financial transactions, detect anomalies, and drive near real-time remediation. Everest Group highlights Oversight as one of the key providers shaping this evolving category and enabling finance teams to move from reactive controls to proactive, always-on assurance. 

Despite heavy investment in Enterprise Resource Planning (ERP), AP Automation, Travel and Expense (T&E), and procurement tools, finance teams still face major blind spots. According to the Association of Certified Fraud Examiners (ACFE), they lose an estimated 5% of their annual revenue to fraud and misuse. Oversight closes the finance risk gap by monitoring 100% of spend and surfacing high-risk activity before it impacts financial results. Its advanced AI-powered platform is built on modern, scalable cloud architecture, leveraging AWS and Databricks, with pre-trained, continuously learning models. 

Oscilar today announced that Payoneer (NASDAQ: PAYO), the global financial technology company powering business growth across borders, has selected it to help modernize the company’s fraud and risk intelligence across its core payment systems. By integrating Oscilar’s AI and machine-learning infrastructure, Payoneer aims to strengthen its fraud prevention capabilities through predictive analytics and intelligent automation. Oscilar’s AI Risk Decisioning™ platform is designed to enhance threat detection, speed up model iteration, and adapt in real time to emerging fraud patterns across Payoneer’s global digital payments network.  

This integrates AI as a foundational part of Payoneer’s risk operations and infrastructure by using machine learning to drive data-driven decisioning across its global fintech ecosystem. By shifting to AI driven fraud prevention, Payoneer can deliver autonomous, scalable controls for detecting and preventing fraud while enabling a frictionless, personalized experience for customers, aiming to position the company as a leader in cross-border digital payments.  

Payoneer’s platform supports millions of SMBs, marketplaces, and freelancers around the world, using sophisticated risk management infrastructure that leverages machine-learning-based fraud typologies to address the unique challenges of digital commerce. Its global risk platform supports tens of billions of dollars in volume across more than 7,000 trade corridors and millions of participants worldwide. 

PayToMe.co (“PTM”), a Silicon Valley–based, AI-native financial infrastructure company, today announced it has closed the strategic acquisitions of Luggage To Ship Inc. (LuggageToShip.com – “LTS”), Ship To Box Inc. (ShipToBox.com – “STB”), and Ship And Storage Inc. (ShipAndStorage.com – “SAS”). 

The transaction strengthens PayToMe’s established, revenue-generating AI-driven global payments and financial infrastructure platform by integrating proven operating businesses that expand real-world use cases, increase transaction density, and reinforce a purpose-built payments, compliance, and settlement backbone—accelerating platform-led expansion across industries at global scale. 

With the acquisitions complete, PayToMe now operates an integrated ecosystem supporting 120,000+ users and customers across more than 220 countries, processing live transaction activity through a unified platform that embeds payments, invoicing, identity verification, compliance, and settlement directly into real-world workflows. 

Pegasystems Inc. (NASDAQ: PEGA), The Enterprise Transformation Company™, today announced new advanced agentic AI features in the latest version of Pega Client Lifecycle Management™, the market-leading compliance solution that helps financial institutions speed client onboarding and Know Your Customer (KYC) processes. 

This launch delivers the industry’s most complete agentic AI platform for client lifecycle management (CLM) by automating onboarding, document processing, screening, and risk assessment across global jurisdictions. Now enhanced with predictable and reliable intelligent agents, Pega CLM accelerates due diligence while improving accuracy to deliver better regulatory adherence at scale. 

Onboarding and compliance processes remain costly and error-prone. McKinsey reports banks dedicate up to 15% of full-time staff to KYC and anti-money laundering (AML) alone, while Mordor Intelligence projects global spending on compliance to exceed $14 billion by 2030. Yet most systems today fail to deliver the speed, accuracy, and agility needed to keep pace with evolving regulations and customer demands. 

For years, banks and credit unions have relied on rigid automation that follows rules instead of reasoning. Today, Posh AI, the leader in conversational and agentic AI for financial institutions, announced Operating Procedures, a breakthrough system that transforms banking automation by combining intelligence, compliance, and control, powered by Posh’s upgraded reasoning engine, REALM™ 2.0. 

Operating Procedures mark a shift from rule-based automation to agentic AI intelligence. They give AI assistants the ability to think, act, and adhere to policy, delivering the speed and accuracy of a trained employee with the reliability of institutional policy. 

Despite years of AI headlines, most financial institutions still rely on static call trees and brittle scripts that automate without adapting. These systems break the moment a customer veers off the predefined flow – the “happy path” – unable to interpret how people actually phrase questions or shift topics mid-conversation. The result is rigid automation that demands constant upkeep, struggles to stay compliant, and fails to deliver the intuitive, humanlike experiences customers now expect. 

Provenir, a global leader in AI risk decisioning software, today launched an educational initiative to help banks and financial institutions improve their understanding, adoption and application of artificial intelligence (AI). 

AI is driving a profound transformation in financial services. According to EY, AI advancements integrated thoughtfully across banking operations are driving newfound operational efficiency, client engagement and sustainable growth, fostering greater resiliency, agility and an industry that is centered around customer needs and expectations. 

Provenir’s AI maturity assessment is the optimal place for avid AI learners to start. This is where users answer questions to assess their organizational proficiency in key areas: Strategic Alignment and Governance, Data Readiness and Infrastructure, AI and Analytics, Lifecycle AI Application, and Use Case Application Across the Lifecycle. 

Real PC, an innovative financial technology startup today announced the successful launch of its pilot program focused on preventing fraud in private credit transactions. Leveraging a powerful combination of proprietary Artificial Intelligence (AI) and blockchain technology, Real PC’s pilot has already detected multiple instances of double, and even triple pledging of the same assets within several private credit collateral classes, including high-value art and the high-volume automotive lending sector—evidencing a systemic vulnerability that has plagued the private credit industry. 

The company’s core mission is to replace opaque trust with immutable truth, creating a secure, transparent pipeline that will not only protect lenders from catastrophic losses but also facilitate a vital expansion of financing access to credit-starved segments of the population, including underserved consumers and small business owners. 

The pilot program focused on one of the most common and damaging forms of private credit fraud: an originator or borrower pledging the same collateral to multiple lenders without disclosure. In the automotive sector, this can involve using the same vehicle as security for two or three different loans, or selling the same vehicle-secured loan to multiple buyers. REAL PC’s solution, built fresh with modern technology, provides an immediate, auditable, and immutable record of asset ownership via tokenization, offering an early warning system that legacy systems cannot match. 

Red Rocks Credit Union has launched Roxie, a new virtual assistant that brings members faster, friendlier and more modern support. The technology reflects the credit union’s growing leadership in digital innovation across the financial services industry. Roxie is available by phone around the clock and is designed to give members quick access to account information, help with everyday questions and a smoother service experience any time they need it. 

The launch positions Red Rocks among the earliest credit unions in the country to deploy a fully conversational, voice-first assistant built on advanced, agentic AI. The credit union expects the technology to manage more than half of routine inquiries by the end of the year, allowing staff to focus on complex interactions and expanding service capacity without additional headcount. 

Red Rocks built Roxie in partnership with interface.ai, a leading provider of intelligent service technology for community financial institutions. The platform enables natural conversation, secure authentication and fast information retrieval, reducing wait times and streamlining access for members. 

Sardine, the leading agentic risk management platform designed to protect companies from financial crime, today announced its partnership with Helix by Q2 (NYSE: QTWO), an award-winning, cloud-native core purpose-built for embedded finance. Through this partnership, Sardine will deliver real-time transaction monitoring, fraud interdiction, and BSA/AML compliance tools, helping Helix’s sponsor banks and fintechs strengthen risk management. 

Sardine will integrate directly with Helix’s API-first core, providing an end-to-end fraud and compliance solution that spans onboarding, ongoing monitoring, and transaction risk management. The integration enables banks to stop suspicious activity across payment rails in real time, while giving fintech partners greater transparency and configurability across their compliance stack. 

Sardine’s infrastructure allows Helix clients to monitor transactions across all payment rails, detect anomalies instantly, and automate BSA/AML workflows—reducing manual review time and compliance costs while improving overall protection and user experience. 

Slope, the AI-native lending platform transforming how businesses get approved and funded, today announced a new relationship with Amazon to provide fast, transparent financing to eligible U.S.-based Amazon sellers. The Slope credit program,1 supported by a J.P. Morgan credit facility,2 enables eligible sellers to access flexible working capital directly through their Amazon Seller accounts — with approvals as fast as minutes. Additionally, the program is set to offer competitive annual percentage rates (APRs) to qualified sellers, with credit lines that can automatically upsize based on cash flow trends. 

Independent sellers now account for more than half of Amazon’s sales.3 At the same time, access to affordable financing remains one of the biggest concerns for small business owners.4 The new program introduces a new generation of embedded credit infrastructure that helps sellers bridge inventory cycles, expand product lines, and reinvest in their businesses, without the friction or opacity of traditional lending. 

The program runs on Slope’s AI credit infrastructure, the company’s proprietary credit intelligence engine that translates messy transaction and cash flow data into a structured, auditable understanding of business health. By combining this infrastructure with Amazon sellers’ sales and performance data and a J.P. Morgan credit facility, the program brings an unprecedented level of precision and speed to SMB credit decisions, enabling continuous, adaptive financing as seller businesses grow. 

TIFIN today announced that Andrew Dahlinghaus will join as Chief Operating Officer. He brings more than 25 years of leadership across legal, regulatory, and operational disciplines in technology-driven, highly regulated industries. In this role, he will report directly to Founder and CEO Dr. Vinay Nair and will lead TIFIN’s next phase of execution across its AI platform. 

Andrew’s career spans global corporations, private-equity–backed companies, and emerging technology businesses. He began at Arent Fox in Washington, D.C., advising life sciences companies on regulatory matters, government investigations, and M&A. He later joined Covidien (acquired by Medtronic), running the commercial legal function for its largest business unit and leading legal strategy on key strategic acquisitions. 

Following his time at Medtronic, Andrew took on senior roles within private-equity portfolio companies during periods of significant change. His work included the listing of Convatec Group plc on the London Stock Exchange and the build-out of corporate governance, data protection, and internal audit functions at technology companies with global operations. He has managed teams across China, India, the E.U., Singapore, Colombia, Switzerland, Israel, and the U.K. 

Wealth Write.Up, a Canadian leader in AI-powered investment accounting software, announced today it has successfully completed its SOC 2 Type 1 certification. This achievement validates that Wealth Write.Up meets the highest standards for data security, privacy, and operational integrity. The certification enhances the company’s ability to protect sensitive financial data for accounting firms, family offices, and wealth management professionals operating in regulated industries across Canada. 

Wealth Write.Up is a Canadian-built investment accounting platform designed for accounting firms, family offices, and wealth management professionals. The platform simplifies complex investment accounting, such as multi-custodian and multi-currency transactions, while delivering accurate financial reporting, audit-ready records, and deep client insights. 

Because Wealth Write.Up clients handle high value data for accounting and tax-sensitive reporting, security and data sovereignty are core to Wealth Write.Up’s mission. The company ensures all client data is securely hosted within Canada, adhering to Canadian privacy laws and regulatory expectations. 

Wolters Kluwer Tax & Accounting today announced it is preparing to launch CCH Axcess Advisor, a breakthrough platform designed to help accounting firms transition from compliance-focused work to an advisory-first model. With CCH Axcess Advisor, advisory becomes the defining identity of the modern accountant, enabling firms to thrive in a rapidly evolving landscape. Early access has begun for an exclusive group of firms through the Early Adopter Program, with full availability planned to follow the 2025 tax season. CCH Axcess Advisor delivers actionable insights, guided workflows, and continuous learning opportunities, so firms can accelerate revenue, strengthen client loyalty, and future-proof their teams. 

At the core of CCH Axcess Advisor is Wolters Kluwer’s Expert AI, a proprietary layer of generative and agentic capabilities that transforms how professionals work, make decisions, and deliver value. Expert AI empowers accounting firms with intelligent insights, automated workflows, and conversational AI enabling confident delivery of high-value advisory services. Built on trusted, expert-curated content and integrated across the CCH Axcess platform, CCH Axcess Advisor powered by Expert AI turns data into actionable guidance, helping firms transition from compliance-focused work to strategic, growth-driven client engagements. By surfacing opportunities and streamlining decision-making, firms can unlock new revenue streams, strengthen client relationships, and support firm-wide adoption of modern advisory practices. 

Zeplyn, the AI-native workflow intelligence platform for wealth management firms, today unveiled new enterprise-grade agentic AI capabilities powered by Agent Nexus. Agent Nexus is a newly architected system of specialized agents that unify historically fragmented data and allow advisors to ask deeper, more complex questions and instantly turn those answers into fully executed actions that drive growth and retention. Agent Nexus is available to all customers starting today. 

Built on Zeplyn’s industry-leading accuracy and commitment to security, the release introduces Agent Nexus as the platform’s central intelligence engine, most notably through an enhanced Ask Zeplyn experience that now operates as a continuous, streaming chat. Using voice or chat, wealth managers can ask multi-part questions about a client or segment of clients, reference prior answers, upload documents to deepen analysis, and refine their inquiry without losing context. Zeplyn analyzes information pulled from across a firm’s most critical data sources, including meeting notes, CRM records, emails, and uploaded client documents, and more, to generate personalized responses and carry out tasks instantly. 

This release marks a major evolution in how wealth management firms use AI day to day, shifting from gathering and surfacing insights to quickly and accurately executing tasks that were previously time-consuming and error-prone. For many firms, the impact goes beyond providing fast and thorough responses to a single client.  

Zocks, a privacy-first AI platform for financial advisors, today announced the appointment of Matt Halloran as Chief Evangelist. A nationally recognized coach, author, and TEDx speaker, Halloran has more than 25 years of experience working with financial advisors. 

Zocks helps advisors provide personalized advice faster and to more clients by automating time-consuming administrative work with AI, from meeting preparation to client emails to intake forms and account openings. Halloran’s appointment reflects the company’s commitment to ensuring advisors can confidently adopt AI tools that strengthen the human relationships at the center of financial planning. 

In this newly created role, Halloran will lead education efforts around AI adoption for advisors, developing content and engagement programs to help advisors better understand how to use AI to be more efficient and effective. He will help translate AI concepts into everyday language and provide step-by-step guidance for advisors at every stage of their journey, highlighting the human value they bring as AI tools evolve. 

Zywave, a leading provider of insurance technology solutions, today unveiled its Agentic AI strategy and the industry’s first suite of insurance-specialized AI agents. The agents will help insurance companies transform how they work and achieve unprecedented levels of revenue growth and productivity. The company will host a virtual launch event today at 11:00 am ET to share details of the announcement. You can view it here. 

The insurance industry is at a crossroads. Slowing growth, talent wars and an aging workforce are among the challenges that the industry is facing – on top of an escalating risk trajectory and intensifying competition. Carriers and brokers feel the pressure of disruption and the need to modernize. To help address these and other market challenges, Zywave has introduced a suite of intelligent agents designed to transform growth targets into real opportunities and create a true performance multiplier for businesses, working 24/7 to support today’s leading organizations. 

These agents are currently available to select early customers and will be generally available in Q1 2026. Future AI agents to be rolled out throughout 2026 will be focused on new business and renewal quoting automation, as well as benchmarking policy and coverage design.