AI & Finance™ | News for the Week Ending 3/13/26

AdvisorEngine Portfolio Solutions launched its turnkey asset management program (TAMP) today at The Technology Tools for Today conference, announcing it will be unified with the existing complete wealth management technology platform from AdvisorEngine®. 

AdvisorEngine Portfolio Solutions (AEPS) elevates the experience above the constraints of traditional TAMP options for independent advisory firms; advisors can gain efficiency on even complex portfolios, all the while maintaining their individualism. 

Instead of being forced into standardized templates or having to choose between home-office models and fully outsourced options, advisors can manage their practice across a variety of investment approaches and have flexibility in how they oversee different client segments. This includes determining which clients are utilizing the TAMP services and which are not, all easily managed within the AdvisorEngine wealth management platform. 

Algebrik AI, a Delaware-incorporated company headquartered in New York City, pioneering world’s first cloud-native, AI-powered, digital-era end-to-end Loan Origination Suite (LOS) built for credit unions, today announced that Gold Coast Federal Credit Union, a forward thinking, member-centric credit union serving Palm Beach and surrounding Florida counties, has selected Algebrik AI’s complete agentic AI-powered Loan Origination Suite (LOS) called Algebrik ONE, to power fully digital, faster, smarter, and more member-centric lending & account opening experiences. 

For Gold Coast FCU, these improvements support a lending operation that scales efficiently across products while preserving the personalized service expected from a member-owned cooperative. 

Algebrik ONE is designed to replace fragmented review-driven processes with coordinated, system-led execution. With embedded AI-powered intelligence, the platform moves from simply automating tasks; it determines actions, executes them, routes exceptions, and continuously informs credit strategy. 

Aurelion (NASDAQ: AURE), the world’s first NASDAQ-listed Tether Gold (XAU₮) treasury company, today announced the Company’s first AI virtual employee, Duncan.Aure (“Duncan”) 

Duncan is an AI agent that will participate directly in trade execution on behalf of Aurelion on-chain. Through a set of predefined AI Agent Skills modules, Duncan provides developers and applications with standardized interfaces for automated XAU₮ trading strategies, cross-protocol DeFi execution and digital gold allocation. 

Duncan has already launched a dedicated website (www.xaue.com/shop) and established official accounts on X (@aure_duncan) and Telegram (@Aure_DuncanBot). 

Chronograph — a next-generation portfolio monitoring and valuations platform — has partnered with DealsPlus — a comprehensive post-deal investment structure management solution — to unlock a single source of truth and trusted inputs for streamlined valuations, distribution modeling, and fund reporting.  

Historically, private equity firms have relied on manual, spreadsheet-driven processes to aggregate portfolio company financials, administer valuations, and manage increasingly complex investment structures and allocations. As the industry has matured, these patchwork systems lack the integrity and efficiency to meet heightened transparency and reporting demands. 

Chronograph GP’s proprietary ML- and AI-enabled source document data technology automates portfolio data collection, validating and centralizing valuation drivers. From this foundation, the platform’s best-in-class workflow tools empower firms to roll forward valuations with cloud-driven governance controls, approval layers, and auditability. 

Conquest Planning Inc. (“Conquest”), the financial planning platform powering advice delivery across the full wealth spectrum, today announced its next generation of AI-powered capabilities coming in April 2026. These new innovations reinforce Conquest’s long-held position that the future of financial advice is more human, and that AI is the means to get there. 

The four capabilities—SAM Guide, SAM Bytes, LLM Data Migration, and enabling LLMs and AI agents to access Conquest data using Model Context Protocol (MCP)—each extend Conquest’s platform in ways that meaningfully improve advisor workflow efficiency while remaining grounded in its auditable, deterministic calculation engine, Strategic Advice Manager (SAM). 

The centerpiece of Conquest’s AI roadmap, SAM Guide, introduces an agentic experience directly within the advisor application. Advisors will be able to ask SAM Guide natural language questions about plan navigation, KPIs, reporting, and strategy context and receive intelligent, plan-aware responses without leaving their workflow. 

Duck Creek Technologies, the global intelligent solutions provider defining the future of property and casualty (P&C) insurance, today announced that Country-Wide Insurance has partnered with Duck Creek Technologies to deploy Duck Creek Clarity to strengthen its data and analytics capabilities and prepare for its upcoming go-live on Duck Creek OnDemand with Active Delivery. 

Duck Creek Clarity, a cloud-native data management, reporting and analytics platform that is integrated with Snowflake and unifies an organization’s policy, billing, and claims data with external data, enables insurers to realize lower combined ratios and deliver more personalized customer experiences. Combined with the Duck Creek Active Delivery approach, insurers receive continuous software updates to eliminate timely, costly upgrades. 

Country-Wide selected Duck Creek Clarity as a strategic solution to accelerate its digital transformation. With Clarity’s scalable architecture, advanced analytics capabilities, and seamless integration, Country-Wide is well-positioned to meet evolving customer expectations and drive operational efficiency across the enterprise. 

Emburse®, delivering Expense Intelligence™ through AI-powered travel and spend orchestration software, today unveiled the next generation of Emburse Pay—a significantly expanded payment management platform designed to transform how organizations manage non-payroll spend. The enhanced platform unifies vendor payments and global employee reimbursements within a single governed system, giving finance teams unprecedented control, visibility, and efficiency across every dollar spent. 

As organizations scale, outbound spend is often fragmented across AP systems, payroll providers, banks, and regions. Vendor payments and employee reimbursements move through disconnected portals and processes, limiting real-time visibility into working capital and weakening policy enforcement. Finance teams frequently reconcile spend activity only after money has left the business. 

Emburse Pay addresses this gap by embedding payment execution in the same governed workflows that validate, code, and approve spend. Every outbound payment is reviewed and audit-ready before release, with clear separation between approval and funding to ensure finance retains control when cash leaves the business. 

Fideo Intelligence, the leading AI-driven identity intelligence engine behind the industry’s most trusted fraud and identity platforms, today announced an expansion of its dark web monitoring and threat intelligence capabilities to help financial institutions, fintech companies, payment service providers (PSPs), and merchants detect fraud earlier and reduce payment risk. 

As payment credentials, identity data, and fraud tactics spread across hidden forums and encrypted channels, organizations face rising pressure to detect compromise before it reaches a transaction. Fideo’s expanded dark web monitoring and fraud intelligence now surfaces early signs of synthetic identities, account takeovers, and credential-based attacks by turning them into actionable, upstream risk signals for the payments ecosystem. 

Criminal activity impacting payments usually starts before transactions, where threat actors exchange stolen credentials, identity fragments, malware tools, and playbooks, leading to chargebacks, mule activities, and large fraud events. By systematically monitoring these environments, Fideo’s intelligence connects signals tied to compromised accounts, emerging fraud typologies, and coordinated activity targeting financial platforms, then enrich them with identity context to directly inform fraud prevention strategies. 

Finastra, a global leader in financial services software, today announced its partnership with FraudAverse, a global leader in financial crime prevention and fraud detection. The collaboration brings an advanced, AI-driven fraud prevention solution to Finastra’s Financial Messaging customers, delivering real-time protection against emerging threats and reducing operational costs. 

FraudAverse employs intelligent AI-powered systems to rapidly detect and stop both known and emerging threats, deterring up to 99% of all fraudulent transactions. 

The partnership sees the FraudAverse platform pre-integrated into Finastra Financial Messaging software to help banks identify and mitigate fraud attacks with speed and accuracy. Together, the companies are delivering real-time detection via intelligent AI systems, as well as low latency support for instant payments and scalability as payments volumes increase. By reducing investigation time required for threats, banks benefit from greater efficiencies and rapid implementation via the pre-integration meaning minimal IT resources. 

FutureVault, a leading provider of enterprise Digital Vaults and Intelligent Document Processing (IDP) platform for financial services, today announced the launch of its AI Advisor Insights Engine, a major innovation transforming client documents into real-time intelligence and automated advisor workflows by leveraging embedded Artificial Intelligence and Private LLMs. 

The Advisor Insights Engine unlocks actionable insights directly from the documents already stored within client vaults. Such capability has been long constrained by manual review, fragmented systems, and limited resources. 

Rather than treating documents as static files, FutureVault’s platform extracts, structures, and connects document data across the entire client vault, generating client-specific insights and triggering automated next-best actions for advisors and operations teams. 

Gen (NASDAQ: GEN), a global leader dedicated to powering Digital Freedom, today announced it has acquired Trellis, a technology-driven platform that simplifies and automates shopping for insurance. The acquisition will bring Trellis’ intelligent insurance capabilities into Engine by Gen, enhancing the personalized insurance offerings Gen delivers through its financial services partner network. 

Engine by Gen is an embedded marketplace platform that simplifies the process of navigating financial products and offers. It does this by programmatically matching consumers with real-time, personalized recommendations from the largest connected network of top financial services providers, delivered directly within mobile apps, websites, and other consumer touchpoints. 

Consumers face a fragmented and often confusing insurance buying process, requiring them to navigate offers from multiple carriers, forms, and pricing models with limited transparency. The addition of Trellis expands Engine’s offering in insurance categories, further advancing its AI-powered insurance matching through the platform. 

Haptiq, an enterprise technology solutions provider for public equity, government, and institutional organizations, today announced the launch of its new Credit AI module, a purpose-built solution designed to help firms optimize credit strategies, improve decision making, and generate alpha through smarter execution. 

Credit AI is part of Haptiq’s broader Olympus Platform and integrates market data, proprietary models, and industry and company-led intelligence into a unified analytical environment. The module transforms fragmented credit workflows into a centralized, real-time command layer, enabling teams to operate with greater speed, precision, and confidence. It helps firms monitor risk exposure across their portfolios, streamline internal reviews, and bring new levels of data-driven execution to an increasingly complex market. 

The launch of Credit AI builds on Haptiq’s recent announcement of Orion, a next-generation enterprise solutions platform introduced last month to support private equity institutions, governments, and global operations with an integrated framework for deal flow orchestration, workflow automation, and operational analytics. Together, Orion and Credit AI represent major advancements in Haptiq’s mission to provide intelligent infrastructure across the full lifecycle of value creation for alternative investors, from deal origination and diligence through execution and exit. 

During MWC Barcelona 2026, Huawei hosted the finance session themed “Powering Resilient Intelligence, Co-creating Finance Future”. At the event, Huawei announced a comprehensive upgrade of its Banking AI and Foundation Model Solutions, elevating core capabilities in Scenario, Technology, Systems Engineering, and Ecosystem. 

Drawing on global experience with leading financial institutions, Huawei created the Intelligent Finance Value Implementer to meet this need. It provides a structured approach to scenario selection, enterprise architecture, and AI deployment, enabling banks to build both digital and AI foundations. Supported by systems engineering and an open ecosystem, it helps banks realize both technological and business value. This reflects a fundamental shift: technology is no longer a support function—it is now a value center at the heart of the business. 

To this end, Huawei has comprehensively upgraded its Banking AI and Foundation Model Solutions: Huawei unveiled its latest SuperPoD offerings, AI Data Platform, and Xinghe AI Network, to help financial customers build resilient infrastructure for both general-purpose and AI computing. By building end-to-end capabilities in intelligent operations & maintenance, specialized model tuning, agent development, and scenario design, Huawei has leveraged systems engineering to reduce the agent development cycle from months to weeks, improve the prompt accuracy by 10%, and cut the end-to-end latency by over 60%. The RongHai Program has been upgraded to include over 150 solution partners and over 11,000 consulting, sales, service, and integration partners worldwide to build an ecosystem spanning customer operations, risk management, and automation, and jointly innovate AI in all scenarios with financial institutions. 

Jump, the leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a major addition to its product lineup. The firm is formally launching its AI Operating System for Advisors consisting of a series of practical AI solutions built on top of a unified data, integration and agentic AI orchestration foundation designed to power the modern advisory firm across the entire client lifecycle. 

The new structure organizes Jump’s capabilities into three integrated products—Meet, Grow and Operate—built on a unified operating system that is included with all products. Together, the products transform every client conversation, document and email into structured intelligence, compliance-ready documentation and automated workflows—helping firms strengthen relationships, uncover revenue opportunities and scale operations without adding headcount. 

Jump’s products are designed to meet firms where they are, whether they are focused on improving advisor productivity, accelerating growth, elevating client experience or modernizing operations as part of AI transformation initiatives. 

Kinective, the first company to deliver an enterprise platform built for intelligent banking, today announced three significant enhancements to its industry-leading eSignature platform purpose-built for financial institutions. The new capabilities include SignPlus Gateway, a breakthrough connectivity solution that creates a frictionless bridge between signing and core operations. Additionally, Kinective Sign and SignPlus now feature a Business Intelligence (BI) dashboard that provides new visibility into signing operations as well as an enhanced Fiserv DNA integration. 

While eSignatures have modernized the front-end customer experience, back-office processes often remain disconnected, requiring staff to toggle between systems and manually re-key data into core banking platforms. SignPlus Gateway eliminates this operational friction by streamlining the entire post-signature workflow—from core validation to data updates to document archival. 

Service requests such as “address changes” now flow through staff review and approval, then automatically update within the core and are archived within seconds. The solution maintains appropriate checks and balances while eliminating manual handoffs, reducing processing errors and simplifying compliance through enhanced operational audit trails. 

Manulife announced today that Akka has been selected as its latest partner supporting the development of its enterprise agentic AI platform. By bringing Akka’s durable and highly available runtime into the ecosystem, Manulife will strengthen the platform’s security, reliability, and performance as it embeds AI into critical workflows and expands adoption across the organization. 

Manulife’s enterprise AI platform, now in beta testing, provides a secure, integrated foundation for building and deploying AI agents – intelligent systems that understand tasks, help make decisions, and take action to support customers and colleagues. The platform streamlines development, reduces operational costs, and enables high volume, business critical AI solutions, all while embedding strong governance, safeguards, and Responsible AI practices. 

Manulife’s partnership with Akka reinforces its commitment to Responsible AI and sustainability as outlined in its publicly available Responsible AI Principles. 

momoGood today launched as a new company formed through the strategic combination of Tatango and Givergy, backed by a growth investment led by Edison Partners and Vocap Partners. Edison Partners acquired a majority position in the company. Financial terms were not disclosed. 

momoGood combines Tatango’s mobile-first engagement infrastructure with Givergy’s experiential fundraising and event technology to create a unified, AI-native platform serving nonprofits, political organizations, enterprises and donors globally. The platform is designed to reduce technology fragmentation, broaden participation and deliver intelligent insights that help organizations engage supporters more effectively while giving individuals greater continuity and control over their generosity. 

More than 2,500 nonprofit, political and enterprise customers across North America, Europe, Hong Kong, and Australia will rely on momoGood for engagement and fundraising performance. Tatango is a leader in text-based fundraising, where mobile messaging campaigns deliver up to seven times return on fundraising investment. Givergy complements this capability with event and auction technology used by organizations worldwide to power high-impact fundraising experiences. Together, these capabilities form the foundation of a hyper-personalized, intelligent, AI-forward approach to increasing participation, improving campaign performance and strengthening long-term donor relationships. Charitable contributions in the United States alone exceed $600 billion, highlighting the scale of the global generosity economy. 

OneShield, a leading provider of technology solutions for the property and casualty insurance industry, today announced that a Michigan-based specialty insurance provider has selected the OneShield AI Hub platform to power its next-generation insurance operations. 

OneShield’s AI Hub is an AI operating system purpose-built for the insurance industry. The AI-native platform gives insurers access to the latest large language models and agentic capabilities without exposing private data, requiring a core system replacement, or bolting AI onto legacy architecture. AI Hub introduces a governed intelligence layer with insurance-specific plug-ins that operate alongside existing systems. 

OneVest, a leading provider of modern wealth management technology, and Merit Financial Advisors (“Merit”), a premier national wealth management firm, today announced a strategic partnership designed to accelerate Merit’s vision of building the “RIA of the Future.” This collaboration arrives as Merit enters its most acquisitive year to date, targeting 15 additional acquisitions in 2026 following a milestone year where it doubled its assets to over $24 billion. 

The partnership centers on delivering an enterprise-resilient, unified operating model that supports Merit’s rapid scale while maintaining its signature focus on exceptional advisor care. By integrating OneVest’s game-changing platform, frequently cited as the most sophisticated and agile architecture in the market, Merit is equipping its growing network with an engine designed to eliminate the “manual labor tax” that often plagues legacy wealth management firms. 

Pathwork and NGL Insurance Company (NGL), in partnership with LifeCare Assurance Company, announced the launch of PreQual Manager, an AI-powered inbox that enables underwriting teams to respond to broker inquiries faster and more consistently. 

Before submitting a formal application, life and long-term care insurance brokers seek preliminary guidance on case suitability from carrier underwriting teams. These inquiries arrive as unstructured email threads, creating high inbound volume and increasing the risk of inconsistent evaluations. 

Now, PreQual Manager brings structure and speed to this workflow. It ingests inbound broker emails, extracts and organizes key details, and matches them against underwriting guidelines to generate a clear impact analysis. The system then generates draft recommendations and email responses for underwriter review. Importantly, NGL underwriters retain full authority over final decisions and communications without alteration to eligibility standards. 

Polymarket, the world’s largest prediction market, today announced a groundbreaking partnership with Palantir Technologies and TWG AI to develop a next-generation sports integrity platform. This partnership with global leaders in data integration, artificial intelligence, and security is designed to promote the trust, transparency, and reliability that participants, institutions, and the public deserve from prediction markets. The Vergence AI engine, created last year through a joint venture with Palantir and TWG AI, will serve as the technical infrastructure to establish a new standard for sports market integrity controls aimed at preventing, identifying, and reporting anomalous or suspicious activity. 

As enterprises race to build production-ready AI applications, RavenPack has partnered with EIU, part of The Economist Group, to bring trusted global economic and geopolitical intelligence directly into financial workflows. 

The redistribution partnership launches EIU’s decades of global expertise, covering political, economic, and policy developments across 200+ countries, along with industry, commodity, and risk analysis. Through Bigdata.com’s APIs and MCP connectors, enterprises can seamlessly integrate EIU forecasts, macroeconomic data, and market intelligence into their AI applications, without the hassle of managing multiple data vendors. 

Bigdata.com now offers EIU’s comprehensive global economic and geopolitical research, accessible through powerful APIs and MCP connectors for a straightforward integration into enterprise AI workflows and applications. 

RightRev, a leader in automated revenue recognition, today announced the launch of Revi, an AI-powered revenue automation platform designed to simplify manually intensive revenue accounting workflows for modern finance organizations to scale revenue operations and expand accounting team efficiency. 

Revi is a governed, audit-ready AI suite embedded within the revenue recognition engine, built on a deterministic, context-aware foundation with human-in-the-loop controls. Every AI-driven output is traceable to source data and revenue policies, producing consistent, explainable results ready for audit review. 

Revenue recognition is the final control point across contracts, pricing, usage, billing, and reporting, where full financial data and context converge. That’s why RightRev sits at the CFO stack’s most authoritative layer, giving AI the context it needs to produce accurate, audit-defensible outcomes. 

Smartria, a leading cloud-based compliance management platform for RIAs, broker-dealers, and compliance consultants, today announced the launch of its first AI-powered features, SmartReview and SmartAssist, marking the next step in the firm’s expansion into secure and responsible artificial intelligence. 

SmartReview is an AI-powered marketing review assistant that enables employees to pre-screen content for potential compliance issues before submitting it for approval. By filtering out content that is not yet ready for review, the tool helps marketing and compliance teams reduce bottlenecks and focus their time on higher-quality submissions. 

SmartAssist is an AI-powered compliance chatbot that allows users to ask questions about SEC and FINRA rules in plain language and receive clear, practical answers. The feature is designed to help employees better understand regulatory requirements while supporting compliance teams with faster access to information. 

Smartria, a leading cloud-based compliance management platform trusted by thousands of registered investment advisors (RIAs), broker-dealers, and compliance consultants for more than a decade, today announced the appointment of Clayton Webster, PhD, as the firm’s first Head of AI and Engineering. 

In this newly created role, Webster will lead Smartria’s artificial intelligence (AI) strategy and product development, focusing on building secure, privacy-first AI capabilities designed specifically for the regulatory and compliance needs of financial services firms. 

Webster brings deep experience in engineering leadership and applied AI, with a focus on developing practical, enterprise-ready solutions that enhance operational efficiency while maintaining strict data protection standards. He will oversee the expansion of Smartria’s AI roadmap, including the integration of advanced machine learning and large language model capabilities into the firm’s compliance platform. 

Socotra today announced the general availability of Socotra Assistant, a powerful AI underwriting capability built directly into Socotra Operations Workbench. The production-ready AI assistant dramatically improves underwriter productivity and accuracy with intelligent document import, risk assessment insights, and automated summaries—all without sacrificing security or auditability. 

Socotra Assistant supports all insurance products and geographies. It is fully documented, supported by video walkthroughs, and can be set up in one week without any coding. 

Because Socotra Assistant is directly embedded in Socotra Operations Workbench, it can analyze and act on live policy and billing data in real time. Socotra Insurance Suite (including Policy and Billing) was built for AI connectivity from the start, with open APIs, complete data fluency, and a flexible insurance data model. That modern architecture enables Socotra Assistant to support insurers through the entire underwriting process. 

Solifi, a global provider of secured finance software solutions, today announced the launch of Solifi Document Intelligence, a new capability within its originations offering, designed to modernize and streamline document verification for auto and equipment finance lenders. 

Document verification remains one of the most manual and time intensive stages in the lending lifecycle. Solifi Document Intelligence addresses this challenge by applying agentic AI driven checks, configurable verification logic and built in human oversight to automate document review, while maintaining transparency and governance. 

By reducing repetitive manual review and applying consistent validation across documents and applications, lenders can experience up to a 70% reduction in time spent on document verification. The result is faster progression from approval to payout, improved operational efficiency, and more consistent decisioning. 

Today, Sutherland announced the launch of Sutherland FinAI Hub, an enterprise Agentic AI platform built exclusively for Banking and Financial Services. As financial institutions accelerate AI adoption, many initiatives remain confined to pilots, unable to scale across legacy systems and core operations. Sutherland FinAI Hub is designed to help close that gap. 

FinAI Hub is an innovation ecosystem where Sutherland works with clients to design, prototype, and scale Agentic AI workflows across core operations. At launch, the platform brings together a large and expanding workforce of domain-trained AI agents purpose-built for financial institutions, supporting functions across retail banking, payments, cards, consumer and commercial lending, servicing, back office, risk and compliance functions. 

These modular agents can operate independently or be orchestrated across end-to-end workflows spanning onboarding, KYC, AML, fraud, underwriting, payments, disputes, servicing, and collections. 

TaxStatus, the leading provider of IRS-sourced financial data for financial advisors and CPAs, today announced an exclusive partnership with Advice.ai to bring the industry’s deepest library of tax planning strategies to the TaxStatus Verified Financials platform. The integration will enable advisors to automatically surface personalized tax, financial and estate planning opportunities and observations that generate real, measurable client value. 

The partnership addresses a fundamental gap in the rapidly evolving AI-for-advice landscape: artificial intelligence is only as good as the data on which it is based. Requiring clients to manually upload tax returns is a friction-filled process that captures only client reported information. CPAs report that roughly 30% of clients fail to provide all tax information – which means that if a tax return is used solely to render advice it may result in faulty recommendations. TaxStatus delivers the single-most comprehensive and official dataset of client financials by going directly to the source: the IRS. With client consent, TaxStatus retrieves historical and future Verified Financials for each client’s entire financial household, including individuals, businesses, private investments, trusts, and estates, as well as what third parties such as employers, custodians, and financial institutions reported to the IRS on the individuals’ behalf. 

Advice.ai’s proprietary artificial intelligence engine will apply its hard-coded library of tax, financial and estate planning strategies against this robust, official dataset. The result is a scalable planning capability that evaluates strategies for every client, with more robust data, no hallucinations, and with bespoke results for each client. 

Upstart Holdings, Inc. (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, today announced its plan to submit an application to the Office of the Comptroller of the Currency (OCC) and the Federal Deposit Insurance Corporation (FDIC) to establish an insured national bank, Upstart Bank, N.A. Upstart Holdings, Inc. will also apply to the Federal Reserve for approval to become a bank holding company. 

Subject to regulatory approval, the charter will allow Upstart to reduce operational, regulatory, and financial costs and complexity for itself as well as for its third-party capital sources. Annie Delgado, Upstart’s Chief Risk Officer, is the proposed Chief Executive Officer of Upstart Bank, N.A. 

A national bank charter significantly reduces regulatory-driven operational complexity by placing Upstart’s lending activities under a federal prudential framework. Upstart Bank, N.A. will be able to access deposit funding and lend to consumers directly via a single, consistent rate and fee structure, which could translate to lower costs and greater lending opportunities in certain jurisdictions. 

Vanilla, the most trusted modern estate planning platform for financial advisors, today announced a partnership with Worthy, the AI-native tax intelligence platform built for financial advisors. Together, Vanilla and Worthy help advisors surface opportunities, deepen client conversations, and deliver more value across both estate and tax planning. Worthy will be available to Vanilla customers at special pricing. 

Tax and estate planning are deeply intertwined — the same life events that shape a client’s estate plan carry significant tax implications and vice versa. Tax planning tools available to advisors until today have failed to provide insights on the tax implications of intelligent estate planning and weren’t designed for proactive, advisor-led planning that drives real client value. Worthy is built on advanced reasoning capabilities, enabling advisors to evaluate not only standard tax scenarios, but to now incorporate sophisticated estate tax scenarios, trust taxation, and multi-generational wealth optimization. 

Unlike legacy tax tools that deliver static, one-time snapshots, Worthy is AI-native — ingesting client tax data and enabling advisors to plan dynamically against it. Advisors can identify and model complex Roth conversion scenarios, evaluate equity compensation decisions, and surface clients affected by tax law changes, all without leaving a single platform. When paired with Vanilla’s estate planning capabilities, advisors can go further: evaluating how trust structures affect a client’s tax position, modeling the interplay between annual tax obligations and long-term generational wealth transfer, and delivering compliant, client-ready reports in one click. 

Verituity, a leading provider of intelligent, verified payouts solutions, today announced an expansion of its verification framework with confidence-based Payment Method Verification at the point of payout. Building on its long-standing verification framework, the company’s enhanced Payment Method Verification capability helps organizations assess risk and proceed with greater confidence when traditional account validation provides limited or no signal. 

Enterprise payout verification has historically relied on a narrow set of checks designed to confirm whether a payment account exists and is open. While useful, those methods often fall short when ownership data is unavailable, coverage is incomplete, or payment methods fall outside established banking networks. As a result, organizations are frequently forced to make binary “pay” or “do not pay” decisions with little usable information. 

Verituity’s confidence-based Payment Method Verification addresses this gap by synthesizing multiple verification signals across the payment lifecycle to generate an overall confidence assessment for a given payment method. Rather than relying solely on a single data source, the approach evaluates available identity, behavioral, relationship, and contextual indicators to help enterprises understand the level of risk associated with a payout before funds leave the organization. 

Wealth.com, the industry’s leading estate and tax planning platform, today announced an enterprise agreement with Dynasty Financial Partners (“Dynasty”) to embed Wealth.com’s artificial intelligence (AI)-powered estate and tax intelligence, known as Ester™, directly within the Dynasty Desktop. 

In the agreement, Dynasty will deploy Wealth.com’s AI document extraction technology, through a firmwide rollout of Ester™ AI as a Service. The integration will introduce a new Estate & Tax Agent within Dynasty’s AI Virtual Assistant, enabling advisors to move beyond static estate documents toward continuously monitored estate intelligence. Traditional estate plans are executed at a single point in time, yet client lives and financial circumstances evolve constantly. Marriages, divorces, business exits, new accounts and shifting financial priorities can quickly create gaps between a client’s estate plan and their current reality. 

Through the Wealth.com integration, Dynasty’s AI platform will evaluate estate plans against client activity across financial accounts, documents, meeting notes, emails and CRM updates. When meaningful life events or structural changes occur, the system surfaces insights to advisors, helping them identify when an estate plan should be reviewed before issues emerge. 

Wealthbox, the highest-rated CRM software for financial advisors, today announces the launch of early access to new Wealthbox AI features, including Agents, Playbooks, and an AI Assistant. These capabilities move the platform beyond a system of record into a system of action that automates workflows, surfaces client insights, and executes on behalf of advisors. 

The announcement was made at the Future Proof conference in Miami Beach, a gathering of wealthtech leaders and buyers focused on the next generation of AI-powered technology for financial advisors. 

The announcement follows a roadmap of strategic AI development at Wealthbox, including the successful release of AI-powered Reports and the Wealthbox AI Notetaker. These initial capabilities laid the groundwork for today’s launch, demonstrating the company’s commitment to building AI tools purpose-built for advisory practices, not generic tools adapted from other industries. 

Workiva Inc. (NYSE: WK), a leading, AI-powered platform for trust, transparency, and accountability, unveiled the next generation of Governance, Risk, and Compliance (GRC) at the Institute of Internal Auditors’ Great Audit Minds conference in Las Vegas. As regulatory, AI governance, and real-time assurance demands intensify, the divide between platform-enabled organizations and those constrained by point solutions is shifting from an operational inefficiency to a business liability. In response to these challenges, nearly 80% of business leaders are prioritizing data automation and governance. Organizations like Braze, Patrick Industries, and StoneX are leading the way, leveraging the connectivity and intelligence of the Workiva platform to unify their data, simplify collaboration, and stay ahead of emerging risks.