AI & Finance™ | News for the Week Ending 9/18/26

Abacus, a global managed IT and cybersecurity service provider built for highly regulated industries, announced the launch of AI³ (Abacus AI Acceleration), a strategic initiative designed to help organizations adopt, manage, and scale artificial intelligence through a governance-first, continuously managed approach. 

Built on partnerships with some of the world’s leading AI innovators, including OpenAI, Google, and Microsoft, AI³ positions Abacus as the trusted partner organizations need to navigate an increasingly complex AI landscape. By combining best-of-breed AI technologies with deep expertise in infrastructure, cybersecurity, compliance, and operations, Abacus helps clients transform AI from isolated experimentation into measurable business outcomes. 

The AI³ initiative includes a new lineup of product offerings as well as add-ons to existing core services. The firm has proven expertise in deploying Anthropic models, executing over a dozen Claude deployments, and offers an AI Risk and Readiness Assessment designed to help healthcare and financial services firms understand and grow their AI maturity. 

Acrisure today unveiled AurisSM AI, its applied AI platform designed to connect data, workflows, and AI-assisted decision-making across its portfolio of services. Developed by Acrisure using Palantir’s platforms, Auris AI brings together client, carrier, contract, and operational intelligence into a common operating framework and AI engine that is intended to help insurance professionals identify opportunities, coordinate work, and serve clients more effectively, with access governed by applicable permissions and controls. 

Insurance is one of the world’s oldest and most essential industries, yet much of the work behind it still relies on coordination across fragmented data and disconnected systems. Acrisure built Auris AI to address that challenge from inside the industry, using its scale, industry experience, and operating footprint to develop a platform intended to support more connected, efficient, and informed insurance workflows. 

Built on Palantir’s Ontology and developed by Acrisure’s technology team and business operators, Auris AI is designed to organize operational data, business logic, and workflows. The platform brings client intelligence, growth opportunities, risk insights, placement activity, service needs, and carrier relationships into a shared environment, with the goal of helping teams coordinate more effectively and support informed decision-making for clients. 

Altruist, the wealth technology and custody platform for independent advisors, announced that Arca, an AI-native wealth management company, has selected Altruist as its preferred custodian and technology partner. Despite just emerging from stealth in June 2026 with $64 million in funding, Arca already manages more than $1 billion in client assets and continues to redefine wealth management at scale. 

Arca pairs expert advisors with purpose-built AI to deliver more personalized advice that aims to improve client outcomes. By automating the operational complexity behind wealth management, Arca empowers advisors to focus on what matters most – providing proactive and personalized guidance, fostering deeper relationships, and delivering a higher standard of service to their clients. 

As part of the partnership, Arca has embedded Altruist’s Realtime Custodial API directly into its proprietary AI native platform, with Altruist serving as its preferred custody partner. The integration enables Arca’s dedicated wealth management AI agents to streamline core client and operational workflows, so advisors can spend less time on manual administration and more time delivering proactive, personalized advice. 

As Ant International builds out its Agentic Mobile Protocol (AMP) with deeper interoperability and open-source initiatives, fintech and payment leaders are deploying the protocol globally at an accelerated pace, to enable trusted agentic transactions in large-scale commercial scenarios. 

The AI economy is built on the ability of the financial industry to ensure AI agents interact to make decisions and execute transactions end-to-end for consumers and businesses, securely, smoothly and with full authorisation across all payment rails, especially in prevalent mobile payment scenarios through QR scans, card swipes or phone taps. 

Launched in April 2026, the AMP is an open payment protocol built by Ant International for digital wallets, super apps, smart devices, and other mobile interfaces to enable payments executed by AI agents. Today, adoption is rolling out across Ant International’s Alipay+ ecosystem, a mobile payment network serving 50+ mobile payment partners and over 10 national QR networks, connecting 150 million merchants to 2 billion consumer accounts globally. 

BGC Group Inc. (Nasdaq: BGC) (“BGC”), a leading global brokerage and financial technology company servicing financial markets, today announced it has launched Fenics AI, and that its subsidiary, Aurel BGC, has completed its first-ever fully AI brokered institutional trade in listed equity derivatives, using autonomous AI-powered systems to manage the trading workflow from price discovery through to execution. 

Fenics AI, BGC’s new proprietary AI trading technology, arranged this landmark transaction on September 3, 2026, in Eurex listed Swiss SMI options between two institutional accounts, including Hudson Bay Capital. This successful first AI trade follows rigorous development and testing to ensure compatibility with applicable market conventions, rules and governance. 

Fenics AI is expected to be made available to BGC’s clients during the fourth quarter 2026 to deliver significant efficiencies across the trade lifecycle, including price discovery, execution, trade processing, and settlement accuracy. Designed to work seamlessly with BGC’s existing brokerage solutions, Fenics AI will automate routine execution workflows while enabling BGC’s brokers continued focus on delivering best-in-class service and market-leading innovation. 

Bloomberg Tax today announced a new collaboration with Decision Modeling, Inc. (DMI) that helps corporate tax departments streamline one of the most complex aspects of the income tax provision process by enabling uncertain tax position (UTP) calculations from DMI’s Tax Position Manager (TPM) software to be brought directly into Bloomberg Tax Provision. 

UTPs represent one of the most complex and risk-sensitive aspects of the income tax provision process. By improving compatibility between the two platforms, organizations can leverage DMI’s specialized UTP calculations alongside Bloomberg Tax Provision’s audit-ready provision workflow, helping tax teams manage complex reporting requirements more efficiently. 

Bloomberg Tax Provision is a comprehensive software solution that enables corporate tax teams to accurately calculate and report income tax provisions through an integrated, audit-ready platform designed to improve efficiency, transparency, and control. 

BOND.AI, creator of the Empathy Engine® and Autopilot, and WebMobileFusion, a data-readiness and modernization partner for community banks and local institutions, today announced a strategic partnership designed to help financial institutions move from banking intelligence to practical action and measurable results. 

The partnership brings together BOND.AI’s banking-specific AI platform and WebMobileFusion’s experience helping leadership teams close the gap between digital strategy and execution. The combined approach is designed to work alongside existing teams, technology, and vendors, giving banks and credit unions clearer priorities and the support to carry those priorities through to performance. 

Founded by a former community bank vice president of marketing and innovation, WebMobileFusion helps community banks and credit unions get data-ready, creating the foundation that determines whether banking AI delivers real results. Its engagements begin with the WebMobileFusion Data Maturity Assessment, a framework that gauges an institution’s readiness to act on AI and pinpoints the data, governance, and process gaps that hold results back. In this partnership, WebMobileFusion serves as the bridge between BOND.AI’s intelligence and an institution’s ability to use it. The company prepares the data, aligns the teams, and builds the governance a regulated institution needs to adopt AI with confidence. 

CogniCor, the intelligence and orchestration platform for RIAs and wealth management enterprises, today announced the expansion of its Advisory Board with the addition of a distinguished group of industry leaders who will help guide the company’s next phase of growth. 

The expanded Board brings together executives with deep experience building and scaling RIAs, advising the leading wealth management firms, developing and commercializing wealth technology and investing in financial technology. 

The expansion follows the recent appointment of Shannon Eusey, Chairman and Co-Founder of Beacon Pointe Advisors, to CogniCor’s Advisory Board and reflects the company’s growing momentum as wealth management firms look beyond standalone AI tools to platforms capable of turning fragmented data into intelligence and coordinated action. 

Conquest, an award-winning global fintech company that delivers the industry’s leading verifiable AI financial advice engine to power continuous advice at scale, today unveiled a refreshed brand and visual identity that brings the company’s new positioning and innovations to life. 

The repositioning signals the broader role that Conquest’s engine plays beyond traditional financial planning software, so the company has shortened its name from Conquest Planning to Conquest. 

The engine, Strategic Advice Manager® (SAM), has been the intelligent core of Conquest’s offerings since its founding in 2018, and has evolved to include agentic capabilities announced earlier this year. SAM comprises a calculation engine and proprietary AI expert system that work together to evaluate and rank financial strategies, model life events and respond to client questions in a fraction of the time traditionally required to build and update a financial plan. 

Conquest, an award-winning global fintech company that delivers the industry’s leading verifiable AI financial advice engine to power continuous advice at scale, today announced a new self-serve offering that gives independent advisors and registered investment advisors (RIAs) direct access to the full Conquest platform — including its proprietary planning engine, Strategic Advice Manager® (SAM) — without going through a traditional sales process. 

Conquest has historically focused on enterprise firms requiring custom delivery, but sustained demand from independent RIAs prompted the company to build a path for these advisors to access its platform directly. Designed for firms with 10 advisors or fewer, the new self-serve offering enables advisors to purchase a subscription directly through the Conquest website or sign up for a free trial to explore the platform. 

The new model avoids the nuance of an enterprise implementation by delivering a digital purchase, setup and onboarding experience designed to get independent advisors and smaller firms up and running in days. Key integration partners available at launch include Jump, Morningstar, Schwab Advisor ServicesTM, TradePMR by Robinhood and Zocks. 

DCM Services (DCMS), the industry leader in estate account resolution, has officially partnered with AKUVO, a leading intelligent collections and credit risk platform built for banks, credit unions and fintechs. The partnership expands what AKUVO’s financial institution customers can do with decedent and probate accounts, giving them a more proactive path to recovery.  

Estate recovery moves on probate timelines, and by the time a missed payment surfaces, the filing window may already be closing. Through this partnership, DCMS joins AKUVO’s growing partner ecosystem, bringing specialized expertise in early identification, state-specific compliance, and timely claim filing to AKUVO’s Platform. The result is a more proactive recovery process for AKUVO’s customers, replacing reactive account handling with earlier, better-informed action.  

Founded in 1998, DCMS provides a comprehensive range of probate and estate-specific recovery services, spanning proprietary web-based solutions to full outsourcing. Unlike traditional collections agencies, DCMS focuses exclusively on the unique needs of estate and probate account resolution, working to maximize estate portfolio values while maintaining the highest levels of respect and sensitivity for families and individuals who have experienced loss. 

Dispatch, the data infrastructure platform that enables the wealth industry to run revenue-critical workflows, today announced the launch of the Dispatch API, which externalizes the company’s proven platform so wealthtech companies, fintech providers, and technology-forward registered investment advisors (RIAs) can embed its capabilities directly into their own products and workflows. Account opening is the first capability available via the Dispatch API, allowing companies to deliver essential custodian workflows within the technology experiences their customers already use, with additional capabilities coming soon. 

Companies across wealth management technology increasingly want to own more of the workflows that sit on the critical path to revenue, but the infrastructure required to execute those workflows remains difficult and costly to build. Executing critical workflows requires companies to connect to fragmented custodian systems, standardize and reconcile financial data, validate it against complex requirements, orchestrate actions across multiple channels, and govern the entire process. The Dispatch API gives companies a way to adopt this infrastructure rather than build it internally, allowing them to focus their resources on the experiences and products they want to create. 

Technology-driven experiences are becoming the new wedge for advisory firms to earn more, and earn sooner. As wealthtech companies race to transform the advisor and client experience, the Dispatch API gives them the infrastructure to bring their ideas to life – allowing them to run operational workflows behind whatever experience they can imagine. That requires more than a simple API connection. Dispatch’s platform brings together five critical layers: the translation layer, the ontology, the firm graph, agentic action, and the audit and control pane. Together, these layers enable technology companies to translate data across systems, understand the relationships and context within a firm, take action across operational workflows, and maintain the controls and auditability required to execute revenue-critical work. The Dispatch API makes these capabilities available to companies building the next generation of wealth technology, with account opening as the starting point. 

Ebix, Inc. today announced the launch of Ebix Meridian, a new operating platform for independent U.S. advisory firms built on the foundation of Ebix MoneyWare, the company’s wealth and asset management platform used by more than 300 financial institutions across 17 countries. 

Ebix Meridian brings client management, financial planning, private markets and insurance advisory into a single environment, supported by a new AI layer designed specifically around advisor workflows. The platform is being introduced with pricing intended to make capabilities traditionally used by larger financial institutions accessible to independent advisory firms and smaller practices. 

Independent advisors typically run their practice across multiple systems for CRM, planning, private markets, insurance, document management and client servicing. Ebix Meridian brings those functions onto one client record, one document vault and one audit trail, with white-labeled client and investor portals included at no additional cost. 

Envestnet, a leading Adaptive WealthTech company serving more than a third of all advisors across all its platforms and $8 trillion in platform assets, today announced a definitive agreement to acquire Vestmark, a premier provider of portfolio management technology, institutional-grade trading, and outsourced investment management services for some of the industry’s largest wealth firms. Vestmark supports more than $2 trillion in assets and five million-plus accounts. 

As wealth management firms grow, their operating models change along with what they require from technology. Adding Vestmark enables Envestnet to solve more complex wealth management challenges for more firms and advisors. With Vestmark, the Envestnet adaptive wealthtech platform scales more effectively to support all firms, from emerging RIAs to the largest advisory firms in the industry, across their wealthtech needs. 

The result is one connected ecosystem across the full wealth management lifecycle — from understanding an investor’s needs to constructing, personalizing, implementing, trading, and managing portfolios at scale. 

As lenders increasingly seek more personalized ways to evaluate consumers and expand access to credit, Experian® has rolled out Experian Activate™, an AI-enabled decisioning engine powering the Experian Marketplace, a leading consumer comparison-shopping platform for credit cardsii, personal loansiii and auto insuranceiv. 

Designed to help connect Experian’s more than 90 million members with offers they’re more likely to qualify for, Experian Activate is the only platform that brings together credit data, advanced analytics, AI capabilities, consumer-permissioned financial information, including cash flow insights, and lender-specific underwriting criteria to power more personalized credit decisioning and offer matching. The platform helps lenders reach qualified consumers more efficiently while helping consumers discover financial products that better match their current needs and financial circumstances. 

Experian Activate represents the next evolution of Experian’s AI-powered marketplace capabilities, combining real-time decisioning, advanced analytics and consumer-permissioned data to create a more intelligent and personalized lending experience for consumers and lenders alike. 

Feathery, the AI operating and decisioning system for financial services, today announced the launch of Robin, the first AI operations assistant for financial services. Robin enables insurance, wealth management, and banking firms to build and adapt workflows using plain English, while helping teams surface insights and support decisions. 

When teams want to build something new, they describe what they want to accomplish, and Robin turns that intent into a structured workflow using Feathery’s pre-tested, compliant building blocks. Teams can review and modify the workflow in Feathery’s visual builder, then adapt it conversationally as business requirements change. 

Once workflows are running, Robin draws on data, documents and context across connected systems to answer questions, identify what needs attention, surface opportunities and recommend next-best actions. In wealth management, Robin can support workflows such as client onboarding, account opening and advisor transitions. In insurance, it can support submission intake, proposal generation, policy comparisons, and renewals. 

FI Works, a leading provider of data analytics, marketing automation, and CRM solutions for community banks and credit unions, today announced new AI-powered enhancements to its Relationship Intelligence and Engagement Platform, enabling financial institutions to explore and act on data by asking questions in plain English. 

For most financial institutions, customer data is isolated and diluted across the platforms they use daily, such as core systems, loan platforms, digital banking tools, and third-party applications. Answering a straightforward question means stitching reports together by hand or waiting behind an analyst. Decisions stall, and opportunities age out before anyone acts on them. 

The gap is widespread. In Bank Director’s 2025 Technology Survey, one-third of bank leaders cited an inability to use data effectively as a top technology challenge, and 56% said they rely on their core provider to access their data. 

Affiliated Advisors, a leading advisor service and support platform, announced today the launch of a new organic growth initiative for its financial advisors, powered by FINNY, an AI-driven growth and marketing platform. The initiative gives advisors in the Affiliated Advisors network access to FINNYs technology at a discounted rate, along with a dedicated peer community designed to help advisors sharpen and scale their marketing efforts. 

FINNY helps advisors build and execute targeted marketing campaigns using artificial intelligence, giving them a more efficient way to reach prospects, build their brand, and generate new business opportunities. As part of the initiative, Affiliated Advisors has formed a cohort of participating advisors who meet regularly to share best practices, discuss results, and learn from one another’s experience with the platform. FINNNY’s leadership also takes part in these sessions, offering advisors direct access to the team behind the technology. 

Since launching the initiative, participating advisors have reported early signs of traction, including increased appointment activity and stronger brand recognition in their local markets. Advisors pay a straightforward monthly subscription fee for access to the FINNY platform, with Affiliated Advisors affiliated representatives receiving a preferred rate. 

FINTRX, the leading provider of private wealth intelligence for asset managers and other investment professionals, today introduced an AI agent called Fin that provides access to FINTRX data and intelligence within email, Slack, Microsoft Teams, Outlook and Google Calendar on top of existing AI within the FINTRX platform. 

Unlike AI tools that wait to be asked, Fin continuously monitors the private wealth industry and proactively pushes alerts, prospect lists, and meeting preparation suggestions straight into a user’s inbox or internal team channels. The rollout includes data and intelligence covering more than 850,000 financial firms and contacts, containing 45,000 registered investment advisor (RIA) and broker-dealer firms, 790,000 registered reps, over 4,600 family offices, and 1,900 banks and trust institutions. 

Fin builds on the response FINTRX received from its recent Model Context Protocol (MCP) integrations, which allow clients to pull live FINTRX data into Claude, ChatGPT and Perplexity. Where MCP is reactive — answering when someone starts a conversation — Fin is proactive, learning what matters to each client and pushing relevant intelligence to them automatically. Together, they give clients more flexibility for hands-on search or do-it-for you research. 

FinTurk, an AI-first CRM built specifically for financial advisors, today announced the launch of PortfolioSolver™ and Vigil, two new platform capabilities designed to help registered investment advisors (RIAs) manage portfolios and stay ahead of critical tasks across their practices. The latest enhancements build on FinTurk’s growing suite of advisor automation tools, moving the CRM beyond a traditional system of record to one that actively helps advisors run their business. 

PortfolioSolver™ simplifies personalized portfolio construction by allowing advisors to enter client-specific investment constraints in their own words, from realized-gain limits and cash requirements to target allocations and securities that should not be sold. FinTurk translates those instructions into structured rules for advisor approval before a deterministic optimizer builds a proposed set of trades that accounts for the client’s requirements together. Each trade includes a clear explanation of the rationale, while the client’s rules remain attached to their record for future allocations and ongoing monitoring. By translating client needs into actionable investment instructions, PortfolioSolver™ creates a more direct path from client conversation to portfolio construction. 

Vigil extends that proactive approach across the advisor’s broader practice, continuously monitoring connections, portfolios and accounts, tasks and inboxes to identify items that need attention. The system can flag issues including failed data syncs, cash thresholds, stalled workflows, upcoming deadlines and client emails requiring a response, while also running recurring checks automatically. Rather than requiring advisors to continually monitor separate systems and dashboards, Vigil surfaces pressing items as they arise. 

FMG Suite, the leading marketing and growth platform for financial advisors, insurance professionals, and enterprises, today introduced FMG Connect, an integration and orchestration layer that brings advisor tools, data, and workflows together in one connected system. Work that once required the advisor to act as the middleman can now happen automatically, compliantly, and at scale. 

Most advisors already use strong tools. A notetaker captures the meeting. A lead platform scores the prospect. A planning tool holds the client’s financial picture. The problem is that these systems rarely talk to each other, leaving the advisor in the middle, moving information from one place to the next by hand. Tools meant to reduce workload instead create friction, slow follow-up, and cap growth. 

FMG Connect closes those gaps. A meeting ends and the follow-up is already in motion. A new prospect enters the system and personalized outreach begins automatically. Client context stays current across planning tools, contact records, and communication workflows without anyone copying it over. The next best action surfaces inside the work advisors are already doing. FMG maintains the integration layer so advisors don’t have to. 

Focal AI, the agentic AI platform purpose-built for Canadian financial advisors, today launched a set of AI agents that complete administrative work beyond meeting automation. The new Focal AI platform introduces new agentic AI capabilities which autonomously read and fill forms, read and draft emails, build client deliverables, and update your client data across advisor CRMs. 

The launch addresses a critical bottleneck in Canadian wealth management. Advisors spend more than half their working time, over 20 hours a week, on non-revenue-generating administrative manual tasks across too many tools. 

Focal AI is already used by advisors across major Canadian wealth networks like Financial Horizons and integrates with CRMs they rely on, including Equisoft, Maximizer, Laylah, Cloven, and more. The new agentic capabilities extend those integrations from moving information between systems to helping complete the workflows themselves. 

FutureVault, the category-defining leader in AI-powered Digital Vaults and intelligent document infrastructure for banking, financial services, and insurance (BFSI), today announced the launch of FutureVault AI Agents, which execute multi-step document workflows across the systems a firm already runs on, with governance and human oversight designed into every step. 

Most AI in financial services answers questions. FutureVault AI Agents orchestrate end-to-end task and workflow execution. Each agent owns a defined operational mandate, sequences every step, and escalates only what requires human judgment. The launch is FutureVault’s third major AI infrastructure release in six months. 

FutureVault is building its agent library against measured failure points, not generic use cases. Operational assessments of advisory firms surface the same pattern: one client record keyed by hand into seven or more systems, onboarding that runs three weeks, and no exception reporting anywhere, so missing documents are found by searching rather than surfaced. 

Hamachi.ai (“Hamachi”), a regulatory-first, AI-powered Wealth Intelligence Platform built for investment advisors and asset managers, today announced it has been awarded U.S. Patent No. 12,641,064, covering agentic artificial intelligence systems and methods for secure, compliant, multi-agent LLM-assisted networked communications. The newly issued patent reinforces Hamachi’s position as a privacy-first AI platform for regulated financial communications. 

Generative AI adoption is accelerating across financial services, but most general-purpose AI tools were not designed for the realities of wealth management. Advisors and firms routinely work with account statements, tax forms, trust documents, CRM records, portfolio holdings, household information, notes and other highly sensitive client data – exactly the kind of information Hamachi believes should not be uploaded directly into general-purpose AI tools without a purpose-built privacy, redaction, compliance and audit layer. 

Hamachi built its platform around a clear principle: client personally identifiable information (PII) should not be the price of using AI. The company’s architecture is designed to identify and redact PII and sensitive financial data before it reaches downstream LLMs, while preserving enough context for the AI to generate useful, personalized and compliant communications. Hamachi then supports secure restoration, compliance review, audit logging and workflow integration inside the advisor’s existing environment. 

Jump, the leading provider of artificial intelligence (AI) solutions for advisors and financial services professionals, today introduced AI-assisted, real-time account opening, enabling advisors to move from a client conversation to a completed, validated and signed account opening workflow all within the time it takes for a typical advisor-client meeting. 

Account opening has traditionally required advisors and operations teams to move among client forms, CRM records, custodian portals and signature tools, often re-entering information the firm has already captured. Jump brings those steps into one connected experience, eliminating manual work and follow-up while helping firms identify missing information before it results in a not-in-good-order (NIGO) submission. Real-time account opening further enhances Jump’s ability to deliver an end-to-end client experience through AI that is faster, simpler and more client centric. 

In June, Jump announced AI-assisted account opening, which used client data available across connected systems to prefill required fields for advisor review. Jump has now expanded that capability into a real-time workflow that draws information from meetings, documents, forms and customer relationship management (CRM) data simultaneously. If information is missing, Jump captures it live during the client conversation to populate the appropriate fields, allowing the advisor and client to review the completed application together and send it digitally for signature before the meeting ends. 

Luminary, an AI-native wealth transfer and administration platform that turns static estate documents into structured, source-verified data powering workflows for financial advisors, trust companies, law firms and accounting firms, today announced it has raised $22 million in Series A funding led by Ten Coves Capital, a growth-equity firm focused on B2B software and fintech. BNY and 8VC — Luminary’s lead investor in its $9.5 million 2023 seed round — also participated, alongside previous investors Fin Capital, Focus Financial Partners, Rockefeller Capital Management’s FinTech Innovation Fund and a number of family offices. The round brings Luminary’s total funding to nearly $32 million. 

Led by founder and CEO David Barnard, Luminary was built on the idea that wealth transfer is not a one-time event, but rather a set of ongoing services that will define the future of wealth management. The platform helps wealth, tax, and legal advisors serving high-net-worth families scale ongoing guidance on tax-efficient wealth transfer strategy, trust and entity structuring and administration to keep a family’s strategic plan aligned with its generational and charitable intent. This new capital will help Luminary continue to build on its industry-leading AI capabilities and integrations, push further into administration workflows and add to its commercial team to meet strong, growing demand across the wealth ecosystem.   

Luminary’s platform supports client assets totaling more than $500 billion. Its customers span the high-net-worth wealth management ecosystem, including Caprock, IEQ Capital and Wealth Enhancement Group, as well as leading tax advisory practices, AM Law 100 legal practices and trust companies, who rely on Luminary to deepen client relationships, differentiate their services and scale efficiently. 

Masttro, the global operating system for complex wealth, today announced a partnership with Truewind, the San Francisco-based AI accounting platform used by finance and family office teams. The integration offers UHNW wealth management teams the ability to transfer wealth data between investment reporting and accounting platforms. Truewind converts consolidated wealth data from Masttro, including positions, transactions, and entity details, into review-ready journal entries and delivers them to platforms such as Sage Intacct. 

Family offices often use different systems for reporting and accounting, without a way to cleanly move data between the two. In fact, Simple’s 2025 Family Office Software & Technology Report identified data integration as the most requested capability, and also the most common point of failure, among family offices. Truewind meets this need by translating data from Masttro, where it is organized by entity, ownership, and asset class, into a format that is organized by account, which makes it usable within an accounting system. Instead of rebuilding the same information by hand each month, Masttro clients can use Truewind to share the data automatically. 

When clients start using Truewind, they map Masttro’s data to their own chart of accounts once. From there, information flows in a structure that their accounting platform recognizes, with entity, ownership, and asset class detail preserved. Accounting teams keep final review and posting decisions. The general ledger can be kept up to date, and Masttro remains the system of record for wealth data across the full estate. 

Maywood, the first finance-compliant proactive AI built for investment banking, accounting, corporate banking, and the broader financial services industry, today announced it has partnered with PitchBook, the leading private capital market intelligence platform, to integrate its data into Maywood’s AI harness. The integration enables Maywood’s agents to leverage the breadth of PitchBook’s data to proactively track private companies, identify key signals, and help teams make more informed deal decisions. 

The integration enables Maverick, Maywood’s proactive AI agent, to access and deliver best-in-class and trusted private company data covering 30+ key firmographic details through the PitchBook Essential Connector. Maverick’s suggestions and actions for private companies are now tied to the most trusted private data source, giving senior dealmakers assurance and conviction in taking action. PitchBook data will be delivered directly to Maverick users through email, Teams, and the platform. 

Maverick is purpose-built for the senior professionals who drive revenue across investment banking, private equity, commercial banking, wealth management, auditing, and business development. It embeds compliant AI into the systems they already use and is built to FINRA and SEC requirements from day one, with human approval at every external boundary. 

Modern Life today announced the launch of Modern Life Workspace, an AI operating system purpose-built for financial professionals to streamline and automate their financial protection businesses.  

Modern Life Workspace brings together firm-specific context, AI agents, core applications, and industry integrations to empower financial professionals to drive the core tasks that make up their day. Work that once took hours across disconnected systems can now happen in a single prompt in seconds. 

Modern Life Workspace is built for the enterprise: insurance carriers, brokerages, financial institutions — for both their home office teams and field advisors who serve clients every day. Firms now have one place where they can manage all their life insurance, annuities, long-term care, and disability business. 

Neo4jⓇ, the world’s leading graph intelligence platform, today announced Neo4j GraphAware Financial Crime Intelligence, a detection and investigation solution built on a reusable knowledge layer for enterprise AI, specifically to help banks and insurers prevent financial crime. The news marks the first milestone for Neo4j since closing its acquisition of GraphAware in August 2026. 

Fraud is a world-leading crime, second only to burglary, with the OECD stating that $442bn was lost to consumer fraud globally in 2025. It is also a deeply networked and distributed crime, as seen with Interpol reporting over 5,800 arrests across 97 countries and territories from a single global fraud bust in July 2026. However, the responsibility is increasingly placed on financial institutions to be accountable and proactively prevent crime. With regulatory pressure bringing new and expensive fines and AI increasing the volume and creativity of fraudulent activity, a change is underway in how banks and insurance companies handle fraud, anti-money laundering (AML), and compliance. 

GraphAware Financial Crime Intelligence from Neo4j is a graph-native detection and investigation solution built on a reusable knowledge layer for modern financial crime operations. It enables analysts and investigators to connect data silos, build deep context, and identify patterns through multi-hop reasoning, a core strength of graph databases. This leads to timely decisions based on high-quality detection, investigation, and prevention tooling. 

Orion today announced a significant expansion of Advisor Trading, giving individual advisors a purpose-built version of Orion’s trading and rebalancing technology inside their daily workflow, while firms maintain granular oversight and control. 

As firms grow and consolidate, more of them are looking to give advisors direct trading capability by managing and implementing their investor client portfolios while preserving firm-level standards. Advisor Trading answers that with a flexible user-permissioning system that lets firms grant specific features — or portions of features — to individual advisors, with strong guardrails and clear delineation of ownership. 

Advisor Trading workflows are linked to Portfolio View, placing trading alongside the AI-powered capabilities advisors already use every day. Later this year, Orion plans to add an AI Trading Assistant that uses natural language to help advisors manage trading preferences, review the prior day’s trades for anomalies and unexecuted orders, and support pre- and post-trade review. 

Parafin, an embedded finance company for platforms, today announced a partnership with Tekion, innovator of the first end-to-end, AI-native platform serving the entire automotive retail ecosystem. Together, they launched Pay Over Time, a business-to-business (B2B) buy now, pay later solution for dealership business customers. Embedded directly into Tekion’s Automotive Retail Cloud (ARC) platform via Tekion Pay, Parafin Pay Over Time allows businesses to split their invoices and bills into biweekly installments, with approval in seconds at checkout. 

Today, B2B buyers typically have two ways to cover business expenses: pay upfront, tying up cash needed for payroll, inventory, and day-to-day operations, or negotiate net terms, which are slow to establish and depend on supplier relationships. Pay Over Time gives buyers another option, letting them preserve working capital while paying over time. 

What sets Pay Over Time apart is who qualifies. Underwriting is based on cash flow data rather than a personal credit score, allowing Parafin to underwrite businesses that traditional financing often overlooks. For dealerships, that means offering flexible payment options to more customers, not just those who fit a conventional credit model. 

Peak3, a global provider of digital and AI-driven insurance software, today announced Graphene v4, the AI-native evolution of its insurance core platform, and Graphene Harness, an end-to-end AI-driven delivery lifecycle (AI-DLC) for building, testing, migrating and maintaining insurance systems. 

Insurance is among the most complex and heavily regulated industries, and among the slowest to change its software. That makes it one of the hardest tests of what AI can actually do. Graphene Harness is Peak3’s answer: not AI applied to a single step of the work, but AI applied to the whole production line that builds and maintains the mission-critical systems and agents insurers run on. 

Graphene v4 includes the Graphene Agent Platform, a model-agnostic platform to build, run, observe and govern AI agents, with a marketplace of pre-built agents for tasks such as medical underwriting, conversational first notice of loss, intelligent document processing and fraud detection in claims. With v4, agents move beyond running the business to changing it: they (re-)configure insurance products, calculations and rules from unstructured documents and natural-language prompts, grounded in the insurer’s own knowledge and data. Configuration work that traditionally takes days is completed in minutes to hours. 

Penguin Ai, the company building an AI workforce for healthcare administration, today announced the launch of Intelligent RCM, an AI workforce built for revenue cycle teams to reduce denials, recover underpayments, and shorten the time from care delivered to payment received. 

Intelligent RCM extends Penguin Ai’s work in healthcare administration into the revenue cycle, applying the same healthcare-native, governed AI to the claims workflows that determine whether organizations get paid for care they have already delivered. 

The AI workers carry the work of building the case: pulling the evidence, checking the claim, drafting the appeal. Specialists keep the judgment and get their hours back. 

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today released Black Diamond AI, a series of artificial intelligence-enabled enhancements for SS&C Black Diamond® Wealth Solutions. Black Diamond AI is part of SS&C’s broader AI strategy, built on the SS&C AI Gateway governance platform and designed to interoperate with SS&C WorkHQ, the enterprise AI orchestration platform advisors and operations teams use across their SS&C footprint. 

Black Diamond AI combines in-platform AI assistance, contextual insights, natural language data queries, and connected AI experiences to help advisors and operations teams reduce manual work, access relevant information, and act more efficiently. 

Users can also ask questions about client and business data in plain English and receive immediate answers through natural language data queries, enabling teams to access information without searching through multiple reports or screens. 

Savvy Wealth (“Savvy”), an AI-native registered investment advisor (RIA) for independent financial advisors, today announced the successful close of its $100 million Series C funding round led by Halo Fund, the growth-stage venture firm co-founded by Qualtrics founder and Utah Jazz owner Ryan Smith and longtime Accel general partner Ryan Sweeney. The round was oversubscribed, with participation from existing investors including Thrive Capital, Industry Ventures from Goldman Sachs, Canvas Prime, Index Ventures, House Fund, Euclidean Capital, Alumni Ventures, and Vestigo Ventures, the venture capital firm founded by former LPL Financial CEO and Chairman Mark Casady. This latest infusion of capital brings Savvy to over $200 million in total funding. 

The raise is a bet against the industry’s consolidation led by private equity aggregators buying independent practices. Advisors who want institutional-grade technology and support have mostly had to buy it by giving up ownership of their book. Savvy was built on the premise that those two things don’t have to be a package deal. 

Savvy is on pace to exceed $100 million annual recurring revenue (ARR) this year, and was just named the No. 1 Fastest-Growing Financial Services Firm in America by Inc. Magazine with three-year revenue growth of 13,000%+. The firm now oversees $9 billion in client assets under management (AUM), a more than 4x increase year-over-year, and has brought on more than $4 billion in recruited assets in 2026 alone. Savvy also now supports more than 150 advisors nationwide, having doubled its advisor base over the past year. 

Schwab Advisor Services, Charles Schwab’s business supporting the growth and success of independent registered investment advisors (RIAs), today announced it is working with Anthropic to bring Claude for Financial Advisors, Anthropic’s new offering, directly to the 16,000-plus independent RIAs Schwab serves. 

Claude for Financial Advisors is designed to support the work that advisors complete throughout a day — from prepping for a client meeting to helping explain a portfolio change. It features skills and new connectors to tools the firm already uses to run their businesses, including CRM, custody, portfolio reporting, financial planning, estate planning, and meetings. 

Advisors can get more value from the tools they already use — from financial planning and CRM to portfolio accounting and custody — with audit logs for admins to review. The solution is designed to help with areas such as meeting preparation, financial plan updates, analytics, and drafting client follow-up for advisor review. 

Sionic, a leader in real-time, bank-to-bank payments at the point of sale, today announced two senior leadership appointments: Shashi Varma, CTO and Head of Product and Joe Ciranni, EVP of Client Services. This strategic move supports the company’s ambitious growth plans amid surging demand for its Instant Bank Pay and Fraud Detection Service platforms. 

Varma spent more than two decades at Shift4, progressing from Director of IT, where he led the company’s shift to hybrid cloud and built an automated underwriting platform, to Vice President of Enterprise Architecture, overseeing architecture across onboarding, underwriting, CRM, billing, and integrations. He most recently founded Velocity Solutions, where he helps payments and fintech companies build the operational and technology capabilities needed to scale through growth and acquisition. 

Ciranni oversees Sionic’s client success and account management teams, ensuring financial institutions, merchants, and enterprise partners receive full value from Instant Bank Pay and Sionic’s Fraud Detection Service.  

Smartstream, the trusted data solutions provider for leading global financial institutions and enterprises, today announces two new Model Context Protocol (MCP) servers for Smart Collateral, enabling dynamic, agentic collateral operations. Firms can connect an MCP-compatible AI assistant directly to their collateral management platform and interact with it conversationally, giving teams instant answers and controlled workflow automation while retaining full governance and oversight. 

Collateral operations have grown steadily more complex. As margin requirements rise and regulatory expectations continue to evolve, financial institutions are under pressure to lower operational risk and raise efficiency across the collateral lifecycle. Yet when markets move quickly, teams must still assemble a picture from several systems before they can act on it, while manual steps that would benefit from automation wait on scarce development resource. AI adoption is expanding across these organisations, but delivers little without timely, well-governed data. 

The business benefits are clear. By providing immediate access to accurate collateral data and operational insights, firms can investigate issues faster and make better-informed decisions, reducing the risk of acting on an incomplete picture. Integration work that would otherwise sit in a development queue can be started straight away. And because MCP is an open standard, firms can use MCP-compatible assistants they have already approved and trust, rather than committing to a proprietary ecosystem. 

T. Rowe Price (NASDAQ: TROW), a global investment management firm, and Anthropic today announced the expansion of Claude across the firm’s investment organization. Portfolio managers and analysts are using Claude to support and enhance the firm’s research process, and its developers are adopting Claude Code to build investment tools that support the investment process. This effort builds on the significant artificial intelligence (AI) enabled innovation already underway across T. Rowe Price and represents the next phase of the firm’s broader AI strategy.

As an active investment firm, T. Rowe Price builds its decisions on proprietary fundamental research. That means its analysts and portfolio managers read and evaluate large volumes of information, then apply experienced judgment to reach a view. The firm’s goal is to give its investment professionals more capacity for exactly that work. 

The work runs under the AI leadership model T. Rowe Price announced in August, which places AI leaders inside Investments and Global Distribution and charges T. Rowe Price Labs, the firm’s enterprise AI innovation hub, with evaluating and scaling AI across the firm. Every application is owned by the business, governed by the firm’s standards for responsible use, and built to keep human judgment and accountability at the center of client outcomes. 

TreviPay, a global B2B payments infrastructure partner, today announced a partnership with Dynatos to expand e-invoicing capabilities for TreviPay clients operating across Europe and other markets. Through the partnership, Dynatos Routty Cloud proposition will provide embedded e-invoicing technology and compliance support, helping TreviPay clients exchange invoices across different formats, networks and country requirements in Europe and other global markets. 

E-invoicing requirements continue to expand across Europe and other global markets, adding complexity for businesses managing invoices across more than 60 countries with mandates announced or already in place. At the same time, invoicing has become an increasingly important part of the B2B buyer experience. TreviPay research found 68% of B2B buyers are more likely to choose a supplier offering invoice terms, up from 51% in 2023. As businesses expand across markets, delivering the invoicing experience buyers expect also requires navigating different formats, networks and country-specific requirements. 

Dynatos specializes in source-to-pay processes and invoice processing, with Routty Cloud supporting e-invoicing across both accounts receivable and accounts payable. The platform helps organizations exchange invoices through relevant e-invoicing channels while managing different formats, networks and country mandates. Combined with TreviPay’s B2B payments and order-to-cash capabilities, Routty Cloud allows e-invoicing to sit within a connected commercial and accounting workflow rather than operate as a separate compliance process. 

Wealth.com, the industry’s leading AI-powered estate and tax planning platform, today announced that &Partners has selected Wealth.com as its enterprise-wide estate planning solution. The deployment gives more than 100 &Partners advisors access to a consistent, technology-enabled way to review existing estate documents, visualize estate plans, identify gaps and planning opportunities, create client-ready reports and guide clients through the estate planning process. 

One of the industry’s fastest-growing hybrid broker-dealer and RIA platforms, &Partners has built its model around advisor ownership, flexibility and concierge-level support. The firm selected Wealth.com following a competitive evaluation, citing the platform’s breadth, intuitive advisor and client experience, clear visualizations, enterprise-grade security and scalability, and commitment to implementation and long-term adoption. 

Through Wealth.com, &Partners advisors can more easily understand how a client’s estate plan is structured, explain complex relationships visually and turn identified gaps or opportunities into clearer next steps. The platform also supports more connected conversations across investments, taxes, beneficiary decisions, charitable planning, gifting and legacy goals, helping advisors address a client’s financial life more holistically. 

Wealthbox, the highest-rated CRM software for financial advisors, today announced it is a launch partner for Claude for Financial Advisors, Anthropic’s new offering that brings Claude into the tools advisors use every day. 

Wealthbox is an AI-powered CRM platform for financial advisors, delivering an AI Assistant, AI Notetaker, and agents inside the product. This launch adds a new way to work with that same client data: the Wealthbox connector for Claude, with prebuilt skills in Claude for Financial Advisors. Together, they let advisors put Claude to work on the client history they keep in Wealthbox. 

Since financial advisors run their practice in Wealthbox, years of client history, activity, and notes already live there. Claude for Financial Advisors puts that information to work through prebuilt skills spanning a range of advisory workflows. Claude can prepare for a client meeting by pulling relevant history from Wealthbox and drafting an agenda, organize follow-up afterward and save it back to Wealthbox, summarize a client’s recent activity, draft client communications, and surface open tasks that need attention. 

WealthStream, the leader in advice intelligence for the wealth management industry, today announced the addition of OpenAI’s GPT-Live-1 to Practice, its offering designed to help financial advisors prepare for client conversations. Practice will launch next week at WealthStream’s Booth 240, Zone 1, during the Future Proof Festival, September 14–17, in Huntington Beach, California. 

Practice brings WealthStream’s advice intelligence into an interactive environment where advisors can rehearse before they meet with clients. The addition of GPT-Live-1 brings natural voice conversation to that experience, helping advisors practice how they communicate advice, respond to questions, and navigate discussions that require both financial expertise and a human connection. 

For financial advisors, knowing what to recommend is only part of being prepared. Explaining the reasoning, understanding a client’s concerns, and responding clearly in the moment can determine whether advice leads to action. Practice is built around that critical step between developing a recommendation and delivering it with confidence. 

WitnessAI, the AI-native security platform trusted by leading enterprises, today announced the launch of new AI FinOps capabilities within the WitnessAI platform. The latest functionality, anchored with the addition of a Unified AI ROI Dashboard, is designed to help enterprises better understand and control AI spend across employees, models, and agents, and provide measurable data to showcase AI return on investment (ROI). 

Enterprise AI adoption has created a new financial-management problem. As AI scales across multiple providers and applications, traditional invoices fail to show who is consuming AI, why, and whether it drives business value. According to WitnessAI’s The Hidden Cost of Enterprise AI report, only 9% of respondents stated that more than three-quarters of their AI initiatives have delivered a measurable financial return, while 33% said AI projects in the last 12 months were always or mostly over budget. 

WitnessAI addresses the AI FinOps visibility challenge by operating at the AI traffic and intent layer. The platform connects spend directly to the intent behind the usage, tracking the specific employee, agent, purpose, activity, and model. This contextual visibility enables WitnessAI to combine capabilities that are typically separate, such as multi-provider metering, intelligent model routing, shadow AI discovery, and runtime security. This provides organizations with a single, unified view across three critical lenses: AI risk, cost, and adoption outcomes.