AI & Finance™ | News for the Week Ending 11/6/26

We're not going to start calling the horse races. 

We don't talk a lot about the ups and downs of the financial markets in our columns. We rarely mention earnings. And that's by design, we're here to talk about AI and not the market. 

But this time on AI & Finance we'll make a bit of an exception. In addition to thousands of words worth of announcements, a slew of quarterly earnings announcements have come out over the past week, companies crucial to the development of AI are speaking, and the market is responding. 

And investors don't always like what they're hearing. In fact, earnings from the likes of Google, Amazon and Intel sent negative shockwaves through financial markets, with severe impacts on other AI-related stocks. 

But that's not the only message we're hearing in recent third quarter results. Every company, seemingly, is talking about AI. When we started researching AI in finance, we would end up with a smattering of AI-related earnings announcements each week to sift through and avoid—usually companies like Google, Amazon and Intel, as it turns out—and not much else earnings related. 

Today, hundreds of earnings announcements, across every sector, are at least mentioning AI. In a plain eyeball test, blind to whether the discussion is positive or negative in nature, the volume of public companies openly mentioning artificial intelligence with their investors appears to continue to increase. 

The most striking development is the sheer scale of AI infrastructure spending. Microsoft, Alphabet, Amazon, Meta Platforms and Oracle are committing enormous amounts of capital to data centers, processors, networking equipment and energy infrastructure. These investments are intended to satisfy accelerating demand for AI computing capacity, but they also place pressure on cash flow, operating margins and balance sheets. The financial question is no longer simply whether AI will become an indispensable technology. It is whether the companies building its infrastructure can earn sufficient returns on capital before technological advances, competition or changing customer demands undermine their investments. 

Recent earnings reports have reinforced both sides of that argument. Microsoft's cloud business has benefited from AI-related demand, while Alphabet continues to find opportunities to integrate AI into search, advertising and cloud computing. Amazon is expanding its AI infrastructure to accommodate customers seeking additional computing capacity. These developments demonstrate genuine commercial demand, even as investors scrutinize the spending required to satisfy it. 

At the same time, disappointing market reactions to technology earnings have revealed growing impatience with the industry's investment-heavy business model. The selloff in technology shares has raised concerns about market concentration, the sustainability of AI-related valuations and the possibility that a prolonged infrastructure investment cycle could weaken free cash flow. 

Apple offers an alternative approach, emphasizing software development, research and on-device intelligence rather than matching its competitors' largest data-center investments. Its strategy raises an important question for the entire technology sector: Will the biggest AI winners be those that own the most computing infrastructure, or those that find the most profitable ways to use it? 

For financial AI, this distinction is particularly relevant. Banks, insurers, asset managers and advisory firms generally have little reason to replicate the infrastructure investments of hyperscale technology companies. Their opportunities lie in applying AI to lending, portfolio management, financial planning, compliance, risk assessment and customer service. 

This earnings season reinforces a useful lesson: AI adoption and AI profitability are not synonymous. 

Beyond earnings announcements, a growing body of research and industry commentary suggests that individual productivity gains do not necessarily translate into organizational profitability. Studies examining enterprise AI spending have raised concerns about disconnected investments, inadequate data preparation, implementation costs and the difficulty of measuring returns. Employees may complete certain tasks more quickly without producing corresponding improvements in revenue, operating margins or overall productivity. 

This disconnect presents a particularly difficult challenge for financial services executives. A bank may automate document processing but discover that exceptions still require extensive manual review. An advisory firm may save hours on meeting preparation without increasing advisor capacity or client satisfaction. An asset manager may accelerate research without improving investment performance. In each case, technological success does not automatically establish a compelling business case. 

Our announcements below suggest that the financial services industry has little intention of waiting for Wall Street's concerns about AI spending to subside. Instead, technology providers, financial institutions and investment firms are accelerating efforts to embed AI into the everyday operations of wealth management, banking, insurance and institutional investing. If the broader technology industry's earnings season has been dominated by questions about how much AI costs, the financial services industry's latest announcements are increasingly focused on what AI can actually accomplish. 

That is the central contradiction of the moment: Wall Street questions the financial returns of artificial intelligence just as financial services companies and their technology partners are finding more ways to put it to work. Whether those applications can produce the efficiencies, growth and profitability their developers promise will help determine which participants emerge as winners from the industry's next chapter. 

Let’s get to your headlines...

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55ip 

55ip, a wholly-owned subsidiary of J.P. Morgan Asset Management, will be bringing its proprietary ActiveTax Technology® into Claude for Financial Advisors through a new connector. Claude For Financial Advisors is Anthropic's suite of connectors and workflow skills designed to support financial advisors with research, meeting preparation, compliance checks, and documentation.  

Through this latest enhancement, advisors using Claude for Financial Advisors will now be able to incorporate tax-aware portfolio transition analysis powered by 55ip's integrated tax-smart technology. 55ip's platform features tax-aware personalization through a variety of strategy types including models, SMAs, Direct Indexing and Unified Managed Accounts.  

Claude for Financial Advisors empowers advisors to manage and grow their business more efficiently and seamlessly. By bringing tax-smart capabilities into that environment, J.P. Morgan Asset Management's 55ip expects to help advisors prepare for client conversations where tax considerations may be relevant using Claude's workflow orientation, and generate personalized tax-transition scenarios that illustrate the impact of different realized capital gain levels based on each client's preferences. 

Advyzon 

Advyzon, a global AI-powered, unified wealth management technology and data platform for advisory firms, today announced the launch of Advyzon Financial Planning, a comprehensive cash-flow planning and projection solution built natively into the Advyzon platform. 

Led by Kevin Hughes, President of Financial Planning at Advyzon, whose nearly two decades of experience have helped shape financial planning technology, the solution combines deep planning expertise with Advyzon’s unified architecture and agentic AI capabilities. 

Designed for deep planning without unnecessary operational complexity, Advyzon Financial Planning combines robust calculation engines with the client, household, account, portfolio, net worth, and budget data already in Advyzon. Advisors can model financial decisions – including Social Security timing, Roth conversions, portfolio optimization, and changing planning strategies – without rebuilding the client in a separate system or maintaining another version of the data. 

Alliant Underwriting Solutions 

Alliant Underwriting Solutions (AUS), the program administrator division of Alliant Insurance Services, has named Shaun Shenouda Divisional Chief Operating Officer and AI Transformation Officer. In his new role, he will guide AUS’ operational strategy and advance transformational change across the division. 

As Divisional COO and AI Transformation Officer, Shenouda will lead AUS’ efforts in artificial intelligence and automation, including prioritizing initiatives, committing resources, and driving innovation. He will also be accountable for operating leverage and enterprise execution, translating strategic priorities into coordinated initiatives with measurable financial outcomes. 

Shenouda will continue his role as president of AUS company SES Risk Solutions, a property and casualty insurance provider serving portfolios of single-family residential rental properties and properties held in trust by financial institutions. 

Benzinga 

Benzinga, a leading provider of real-time financial news and market intelligence, today highlighted its continued commitment to supporting the rapidly growing ecosystem of AI-powered financial applications, with tradeInsightAI among the latest platforms leveraging Benzinga content to enhance market intelligence and decision-making. 

As artificial intelligence reshapes how investors, analysts, and institutions consume information, demand for trusted, real-time financial data continues to grow. Through its APIs and data licensing solutions, Benzinga provides the news, corporate communications, and market intelligence that power a growing range of AI-driven products and workflows across the financial industry. 

The relationship with tradeInsightAI reflects a broader trend of AI-native companies incorporating high-quality financial data into their platforms to generate insights, identify market-moving developments, and help users navigate increasingly complex information environments. By integrating Benzinga's real-time financial news and corporate communications content, tradeInsightAI is further strengthening its AI-powered analysis capabilities and expanding the intelligence available to its users. 

BetaNXT 

BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and advanced AI innovation, today announced a strategic partnership with Pave Finance, the leading AI-powered portfolio management platform for financial advisors and wealth managers, to bring advanced technology and automation capabilities to BetaNXT clients. 

Pave's software platform uses AI to enable RIAs and wealth management firms to construct highly tailored automated portfolios around client goals, risk parameters, tax considerations, existing holdings, investment restrictions and preferences. 

The partnership will give BetaNXT clients access to Pave Finance's portfolio management and workflow automation software. This will expand BetaNXT's offering to financial advisors and registered investment advisors (RIAs), while enhancing its wealth management suite with advanced portfolio construction, personalization, and optimization capabilities. 

Bloomberg 

Bloomberg today introduced BQuant Assistant, a domain-grounded conversational AI coding assistant built into BQuant Desktop and BQuant Enterprise. Integrated within the BQuant development environment, BQuant Assistant gives financial professionals who are Bloomberg Terminal subscribers the ability to use natural-language prompts to write code, build dynamic applications, and accelerate financial data analysis workflows. 

BQuant Assistant brings conversational AI directly into the same Python environment where users build investment strategies, dashboards, and quantitative financial analyses. BQuant Assistant can answer customers' questions about BQuant, generate Python code, assist with querying Bloomberg's vast datasets via Bloomberg Query Language (BQL), help users debug and iterate on their work, and build code for data visualizations. BQuant Assistant can also search the BQuant Help Center and draw from relevant example notebooks, libraries, and how-to guides when answering your questions. This grounding in the BQuant environment enables BQuant Assistant to generate context-aware responses about your projects, workflows and code, thereby providing more relevant support for financial data analysis than a general-purpose coding assistant. 

BQuant Assistant can also respond with code suggestions and, subject to the user's approval, insert and run code directly in their active project within the secure BQuant sandbox, so users can quickly move from question to result without switching context. Users retain full control over these actions because BQuant Assistant identifies the action it proposes and requests approval before reading from or writing to a notebook. 

CAIS 

CAIS, the leading alternative investment platform for independent financial advisors, today announced it is joining Anthropic’s Claude for Financial Advisors, expanding how CAISey, its AI-powered intelligence agent, can be brought into specialized advisor workflows with Claude. CAIS’ new connector is designed to help advisors more efficiently access and review private markets information across portfolio monitoring, investment research and related workflows. 

Through the new connector, advisors can bring client-specific alternative investment information into Claude for Financial Advisors, alongside the CRM, custody and portfolio reporting tools their firms already use. Advisors can review fund eligibility and capital call details when preparing for a client meeting, private investment positions and unfunded commitments during a portfolio review and repurchase windows when checking investor eligibility. The goal is to make relevant private markets information easier to access and review as part of an advisor’s broader portfolio analysis and decision-making process. 

The announcement builds on CAIS’ continued investment in technology, including its initial integration with Claude in May 2026, which gave advisors direct access to fund data, performance analytics and portfolio insights. The expansion also aligns with CAIS’ broader strategy, focused on connecting alternative investment capabilities across platforms to create a more integrated experience for advisors. On the CAIS platform, CAISey is now deployed to nearly 25,000 advisors within the CAIS network. 

Collective 

Collective, the AI-native financial operating system for Businesses-of-One, today announced $100 million in new funding to accelerate its mission of building the agentic financial OS for solo entrepreneurs. The round includes a $40 million Series B led by General Catalyst, QED Investors, and Gradient Ventures, along with Intuit Ventures, FT Partners, and SemperVirens, alongside a $60 million growth facility from General Catalyst's Customer Value Fund to fuel customer acquisition. The funding will also be used to accelerate Collective's product development in banking and insurance. 

Artificial intelligence is sparking an unprecedented entrepreneurial renaissance, empowering a solo operator to produce the output of a larger business. The U.S. now has 30 million solo businesses, and their revenue is skyrocketing. According to a recent Stripe report, the number of solo operators generating $1M/year doubled between 2023 and 2025, while those earning $10M/year tripled. However, as these businesses scale, they hit a critical bottleneck: the back office. Solo operators are forced to stitch together a patchwork of disconnected software for bookkeeping, payroll, and taxes, all while paying high fees to traditional CPAs. Instead of focusing on growth, owners lose hundreds of hours to administrative tasks, while missing out on critical tax savings. 

Collective eliminates this friction by delivering an AI-native, full-stack financial operating system for solo businesses. Rather than giving business owners more software to operate, Collective's platform does the work in the background by combining AI with financial infrastructure to autonomously anticipate, coordinate, and execute workflows. 

Conquest 

Conquest, a global fintech company delivering a verifiable AI financial advice engine for continuous advice at scale, today announced it is bringing a new connector to Claude for Financial Advisors, Anthropic’s offering for wealth management professionals. Through the Model Context Protocol (MCP) connector, Conquest enables financial advisors to access its financial intelligence directly within Claude, helping to streamline workflows and deliver more personalized, actionable advice. 

New research from Financial Planning and Conquest reveals that 72% of firms are pursuing intelligent automation and AI initiatives to improve advisor productivity[1]. Now, with this connector, instead of going to multiple apps, advisors can access live financial intelligence right within Claude. 

Results are powered by Conquest’s Strategic Advice Manager® (SAM), a deterministic calculation engine and proprietary AI expert system, which users can interact with through conversations with Claude. Advisors get explainable, repeatable calculations in real-time. SAM ranks, prioritizes and verifies each strategy against best practices and jurisdictional compliance across multiple regulatory frameworks, including CRM2/CRM3 (Canada), Best Interest and DOL Fiduciary standards (U.S.), and FCA Targeted Support (UK). 

Dispatch 

Dispatch, the data infrastructure platform that enables the wealth industry to run revenue-critical workflows, today announced the appointment of Patrick Dunne as head of wealth and asset management. Dunne brings more than 25 years of experience leading operations, building technology-enabled businesses, and driving innovation across wealth management and financial services. 

In his new role, Dunne will advise Dispatch customers on strategic and operational decisions, including how to modernize their technology infrastructure, streamline workflows, and incorporate AI into their businesses. He will also collaborate with Dispatch's product and sales teams to help inform the company's product roadmap and ensure its capabilities address the evolving needs of wealth management firms. Additionally, he will help educate the broader industry on the importance of a modern wealth technology stack and the role of unified data infrastructure in enabling firms to operate more efficiently and grow. 

Dunne most recently served as chief operating officer of Hightower Advisors, where he led operations through a period of significant growth, integrated numerous acquisitions, and helped launch Hightower Signature Wealth, the firm's first national direct-to-consumer advisory practice. Previously, he held leadership roles at Jordan Park and LendingClub and spent much of his career at BlackRock, where he led teams across iShares, global markets, and securities lending and served on the firm's global operating committee. 

Empyrean Solutions 

Empyrean Solutions, a leading provider of financial risk management solutions, today announced the launch of Empyrean Operate AI for Planning, a new module designed to help financial institutions reduce the time spent investigating results, validating calculations, and navigating complex planning workflows. 

Built directly into the Empyrean Planning solution, Empyrean Operate AI for Planning combines artificial intelligence with the business context already contained within an institution's planning environment, including calculations, assumptions, audit history, position data, and workflow activity. The result is faster access to information, improved transparency, and greater confidence in financial analysis. 

Financial institutions face growing pressure to respond quickly to changing market conditions, evolving regulations, and increasing demands for insight. Yet planning, treasury, finance, and risk teams often spend significant time gathering information, tracing calculations, validating outputs, and answering questions about how results were produced. 

Envestnet 

Envestnet, the leading Adaptive WealthTech company, today announced a new document integration between Tamarac, the portfolio reporting, trading, rebalancing, and CRM platform for registered investment advisors, and Canoe Intelligence ("Canoe"), a Bloomberg company and the intelligence infrastructure for alternative investments. The integration automates delivery of alternative investment tax documents, including K-1s and K-2s, directly into Tamarac's Advisor Portal, where advisors can push them to their clients' portals with a single step. 

Alternative investments now sit alongside public holdings in nearly every wealth portfolio, but the paperwork behind them hasn't kept pace. K-1s and other fund documents typically arrive scattered across GP portals, emails, and mail, forcing advisors to track them down, download them, and upload them manually before clients ever see them. Canoe already serves as the collection point for those documents. This integration extends that value one step further, delivering them straight into the same portal advisors and clients already use for their public market holdings. 

Canoe and Envestnet | Tamarac share more than two dozen mutual clients today, all of whom can enable the integration at their discretion. Once turned on, documents flow automatically via API, with no manual upload or re-entry required on either side. The launch builds on the automated data feed the two companies built together last year, further deepening a partnership focused on removing friction from how advisors manage alternative investments. 

Farther 

Farther today announced the addition of Kai Conragan as Vice President, Head of UX, and Allan Smith as Vice President of Product. Based in California, Conragan and Smith will lead the continuous upgrade of Farther’s proprietary Intelligent Wealth Platform, enhancing a product experience that frees advisors to better serve their client base. 

Kai Conragan joins Farther from Google, where he spent 15 years on UX for Google Search, building a global team that scaled Search to one of the most widely used software products in the world as it evolved from desktop to mobile to AI. During his tenure at the company, Conragan helped launch an array of products including Knowledge Graph, Google News, Gboard, and Gemini in Search. In his new role as Farther Vice President, Head of UX, Conragan will implement a “design-first” approach to advance the frontier of usability in intelligent wealth systems. 

As Vice President of Product, Allan Smith will support Farther’s product-focused initiatives. As a systems engineer, he served as a Rapid Response Space Program Director at NASA, and as Head of Hardware R&D at Facebook (now Meta), building the latter organization’s Area 404 hardware lab from scratch and designing its High-Performance Computing (HPC) prototyping environment. He also co-founded Syvius, a machine learning company that built athlete performance optimization systems for both the U.S. Olympic & Paralympic Committee and the National Hockey League. 

FINNY AI 

FINNY AI Inc. (“FINNY”), the AI growth engine for financial advisors, today launched its Model Context Protocol (MCP) connector for Claude for Financial Advisors, Anthropic's suite of tools to help with research, preparation and documentation tasks. The launch brings FINNY's AI-powered growth intelligence and prospecting tools directly into Claude, enabling advisors to access campaign insights, manage prospect data and leverage FINNY's resources within existing AI workflows. 

As financial advisors increasingly adopt AI to improve operational efficiency and enhance client service, Claude provides an easy access point. FINNY's MCP launch builds on this shift, adding its growth intelligence where advisors are already working, and removing the need to toggle between platforms. 

FINNY's platform combines a proprietary database comprising millions of records with its predictive F-Score matching engine and automated outreach tools to help advisors identify, prioritize and engage high-intent wealth management prospects. Through the MCP connector, advisors can access FINNY's data and tools directly within Claude to support key activities. 

Greenboard 

Greenboard, the AI-native system of action for SEC and FINRA compliance, today launched GreenboardGo2.0, the first AI harness built for compliance teams. It builds on GreenboardGo, the conversational AI layer Greenboard introduced in May, and runs across the whole Greenboard platform, so compliance teams can ask, configure and automate any part of their program from one place, with every step written to a WORM-based, 17a-4 compliant record. 

GreenboardGo2.0 also works where teams do: in Slack, Teams, Claude and ChatGPT, with more than 240 Greenboard tools available over MCP. Everything runs inside the permissions the compliance team sets, and a person signs off before anything is final. 

A foundation model alone can't do compliance work, which depends on reaching the right policy, record, tool, and person at the right time. A harness supplies that connection, along with the firm's context, its guardrails and an evidence trail an examiner can follow. Traditional platforms ship a fixed list of features. GreenboardGo2.0 gives teams the parts to build their own agents: any trigger, any context, any sequence of actions, and the exact point where a person signs off. 

Guidewire 

Gore Mutual Insurance ("Gore Mutual") and Guidewire (NYSE: GWRE) today announced the deployment of Guidewire ProNavigator across Gore Mutual's Claims and Personal Lines underwriting operations. ProNavigator is embedded directly into the company's core policy and claims applications, giving employees immediate access to relevant underwriting rules, policy guidelines, and internal documentation, without leaving their primary work screen. 

Underwriters and claims adjusters spend much of their day interpreting rules, policy guidelines, and internal documentation spread across systems and shared drives. With ProNavigator now built into the applications they already use, that knowledge comes to them instead as a direct answer, at the moment a question comes up, without switching screens or hunting for the right document. The result is better decisions and faster, more consistent service for policyholders and broker partners alike. 

IDZ 

IDZ today announced the launch of IDZ Enterprise, a governed private AI workspace that brings MetaCortex, ZCloud and ZChat into one encrypted system for organisations handling sensitive client and business information. 

By keeping files, conversations, identity, permissions, processing routes and evidence in the same controlled environment, IDZ Enterprise reduces the fragmentation that often surrounds enterprise AI. MetaCortex is native to ZCloud and ZChat, allowing members to work across documents and conversations without first configuring a separate connector, while enterprise leaders control who can access information, which AI routes are permitted and how results are reviewed, without giving IDZ standing access to encrypted customer content. 

The release is built for law firms, banks, wealth managers, accountancies and other professional-services organisations that want to move AI from isolated pilots into daily work without weakening confidentiality, policy control or accountability. 

Infosys Finacle 

Infosys Finacle, part of EdgeVerve Systems, a wholly owned subsidiary of Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), and UNI Financial Cooperation (UNI), a leading financial cooperative in Atlantic Canada, today announced the deployment of Finacle Universal Banker across all UNI branches. The deployment marks an important milestone in UNI's ongoing technology transformation, enabling omnichannel service continuity for members and providing a scalable foundation for continued improvements in efficiency and the member experience. 

As part of its branch modernization journey, UNI sought to address fragmented branch operations, to enable a more consistent service across its network. Built around a 'one banker, many roles' approach, the AI-enabled, cloud-native Finacle Universal Banker platform brings multiple branch banking functions into a more unified environment with context-rich, role-agnostic workflows. 

With Finacle Universal Banker now deployed across its branch network, UNI can leverage capabilities designed to simplify branch operations and support more connected member experiences. 

Invesco 

Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, announced today it is working with Anthropic to bring its data to support portfolio intelligence and practice management available through Claude for Financial Advisors. Invesco's new connector will provide a toolkit that helps advisors strengthen their business and client relationships. 

Invesco brings decades of expertise to deliver industry-leading portfolio intelligence for existing advisors and clients utilizing Invesco's Model Portfolios, who will be able to access portfolio information directly via Claude, adding time for robust problem-solving through Invesco's proprietary practice management research. Invesco's portfolio optimization resources combine analytical tools, market and economic insights, and investment expertise to help advisors construct portfolios aligned with each client's broader wealth plan and objectives. 

Invesco empowers advisors to strengthen client relationships, manage, and grow their practices through research, tools, and coaching across the client experience, providing a single source of support. For example, advisors who use Invesco's connector in Claude will have access to Invesco's research-based referrals program which helps advisors grow their business with personalized scripts and better integrated business development. 

IRIS Software Group 

IRIS Software Group (IRIS), a leading global software provider of accountancy, payroll, HR, and education solutions, today announced the launch of IRIS Document Management, a cloud-based, AI-powered document management system built for accountancy practices and professional service firms across the UK and the US. 

Built with intelligent AI and automation at its core, IRIS Document Management gives firms one secure place to store, file, find and share client documents. It uses AI to search documents in plain language, to read scanned files using optical character recognition (OCR), and to tag documents automatically from the firm's own tag library. Client data stays within each firm's own tenant and in the region where it is held, and is never used to train AI models. Auto Filing rules route documents to the right place, and a branded client portal replaces email for sharing files with clients. 

It launches as accountancy firms face growing pressure to do more with the resources they have. Software has made routine work far quicker, which is changing how firms bill and protect their margins. Yet staff still spend much of their time on documents, from chasing them by email to reading and sorting and filing them by hand. 

Ittikar 

Millenium Associates AG, the independent M&A and corporate finance adviser founded in Zurich in 2000, has selected Ittikar, the private capital network for global family offices, as an innovative preferred platform for private capital transactions. Ray Soudah, Chairman and Founder of Millenium Associates AG, joins the Ittikar Strategic Advisory Board with immediate effect. 

Under the partnership, Millenium Associates AG brings a quarter of a century of transaction experience and one of the most established advisory networks in European private banking and wealth and asset management to Ittikar's members: more than 100 Founding Members within a network of 500 family offices across Europe, Switzerland, the Middle East, Latin America and Asia. Ittikar brings Millenium Associates' clients an innovative platform option where family offices and entrepreneurs analyse deals, invest and raise capital directly with one another, matched by Capital DNA™ rather than publicly broadcast to the market. 

Millenium Associates' transaction team are available to work alongside Ittikar's investment team on the review of transactions before they are published to the network, and the two firms have the ability to take the combined proposition to family offices and entrepreneurs across Europe and the Middle East. The founders have known and collaborated with each other for over fifteen years. 

Jacobi Strategies 

Jacobi Strategies today announced the launch of the Jacobi Investment Management Harness (the "Harness"), giving institutional investment teams a governed route from proprietary AI prototype to production workflow. 

AI has cut the time it takes to prototype a new investment idea from months to days. What has not kept pace is the path to production. Models still run in spreadsheets, and AI prototypes still sit on personal laptops. When a board, auditor or regulator asks which version is live, what data it used and who approved it, most investment technology stacks cannot answer. The idea is no longer the constraint. The infrastructure that carries it is. 

The Jacobi Investment Management Harness is the connective tissue that scales a firm's investment logic across the Jacobi platform, so its intellectual property does not stay in prototype but powers portfolio outcomes. It packages what Jacobi has delivered for over a decade, accelerated now by AI, into four layers on one client-specific entity data model. 

Jump 

Jump, the leading provider of artificial intelligence (AI) solutions for advisors and financial professionals, today announced an expansion of its work with Anthropic through Claude for Financial Advisors, Anthropic’s offering for wealth management professionals. Building on Jump’s existing one-click Claude connector, which already brings client meeting context into Claude, Jump is adding purpose-built Claude skills that use Jump to turn conversations, decisions and commitments into concrete next steps. 

Many financial advisors already use Claude as part of their daily workflows, from preparing for client meetings to researching households and drafting follow-up communications. Jump extends the value of that experience by bringing meeting notes, follow-up tasks, documents and contacts into the Claude interface advisors are already using, along with Jump-built skills for tasks like drafting follow-up emails, tracking client commitments and finding details in client documents. This helps advisors work from richer client context without manually copying and pasting notes or starting each task from scratch. 

Jump’s inclusion in Claude for Financial Advisors brings new purpose-built skills, reusable workflows designed to help Claude act on client context for specific advisor tasks. Developed with insight into the needs of advisors using Jump every day, the skills can help organize recent conversations, surface commitments and decisions, locate client documents and prepare follow-up communications. 

Kinective 

Kinective, the company delivering intelligent banking to more than 4,300 banks and credit unions, today launched Cortive, its AI-native intelligent banking platform, and unveiled three new Agentic Banking Solutions—Deposit Growth and Retention, Lending Excellence, and Cash Optimization. 

Cortive brings Kinective’s capabilities in branch automation, document workflow, cash management, fraud detection, digital connectivity and data intelligence together through a shared platform experience. Built upon Cortive, the Agentic Banking Solutions connect historically disparate institutional data and banking workflows to help teams identify what needs attention, understand why it matters and take informed action. 

Available at no additional cost for Kinective clients, Cortive delivers a new single login and navigation experience across Kinective systems. It also features the new Kinective Matrix, an integrated map of your Kinective products and system integrations. Clients can also access a new unified Resource Center, powered by Cortive Assistant, helping them find trusted answers and service status using natural language queries. 

Kurtosys 

J.P. Morgan Asset Management has announced a strategic partnership with Kurtosys, onboarding the company as its strategic technology partner for client reporting, following an extensive global evaluation and onboarding process lasting more than 15 months. 

J.P. Morgan’s evaluation of Kurtosys ultimately evolved beyond a technology procurement exercise into a broader partnership initiative focused on modernising the firm’s approach to client reporting. 

J.P. Morgan Asset Management is seeking to consolidate a reporting environment which spans multiple platforms and workflows across its global business, with the goal of creating outputs that can radically transform the client experience. The combination of a purpose-built reporting platform with J.P. Morgan Asset Management's suite of golden source data systems creates the efficiency and flexibility needed to serve multiple client personas and business units at scale. The transformation will enable greater alignment across regions and business units, while further strengthening governance and workflow controls. By delivering enhanced ownership and self-service, reporting teams will be able to draw from a consistent, governed data foundation while delivering outputs in a range of formats tailored to each client's individual needs. 

Mercer Advisors 

Mercer Advisors, Inc. (“Mercer Advisors”), a national wealth management and financial planning firm, today announced the appointment of Kyle Pounder, PhD, as Vice President of Data, a role focused on putting data and AI to work for its more than 460 advisors and over 43,000 clients. Pounder will lead the firm’s core data team, which underpins Aspen, the firm’s fully integrated technology platform, and its broader AI strategy. 

The appointment of Pounder continues to deepen the technical leadership that Mercer Advisors has been assembling. Most recently, Cynthia Loh joined as Chief Platform Officer, a new role responsible for the processes, people and platform that anchor the firm’s client and advisor experience. Loh has spent more than two decades building and scaling advice platforms at leading organizations, including Goldman Sachs, Charles Schwab, and Betterment. 

Ehsan Lavassani, Founding Engineer and Chief Engineering Officer of Personal Capital, joined in September 2023 and was recently promoted to Head of Artificial Intelligence. Lavassani spearheaded the development of Aspen, the firm’s AI-enabled operating system, whose second-generation launch brought AI capabilities directly into advisor and client workflows. In his new role, he will focus on partnering with client-facing professionals across the firm to accelerate the development and deployment of AI capabilities in their practices. Lavassani and Pounder report to Loh. 

MeridianLink 

MeridianLink®, a leading provider of AI-powered lending technology and intelligent financial experiences, today announced its Fall 2026 product enhancements across consumer lending, mortgage, and digital account opening. The latest capabilities help financial institutions deliver faster, more connected experiences for consumers while improving efficiency for the teams serving them. 

These innovations reflect MeridianLink’s continued investment in building a more connected and AI-enabled lending experience. From simplifying the journey between account approval and activation to automating complex mortgage workflows and introducing AI-powered document processing, the platform’s expanded functionality is helping community banks and credit unions reduce friction, accelerate decisions, and strengthen customer relationships. 

MeridianLink continues to expand the capabilities of MeridianLink® Access, its digital credit and account opening application experience, to help financial institutions eliminate friction between application, approval, and account activation. 

MyComplianceOffice 

MCO (MyComplianceOffice), a leading provider of integrated compliance technology, today announced a partnership with LeapXpert that expands the communications channels financial services firms can capture and govern. Communications across widely used consumer messaging platforms, including WhatsApp, WeChat, LINE, Telegram and SMS, can now be enabled and recorded through LeapXpert and brought into MCO’s compliance environment for archiving and review. 

As business communications continue to move beyond traditional corporate channels, employees and clients are connecting via mobile and consumer messaging apps more frequently. This creates new challenges for regulated firms that need to capture and oversee those conversations and sanction use of those channels, while meeting recordkeeping and supervisory requirements. The partnership gives firms more choice in which channels they can use and how they capture business communications, without adding another disconnected or siloed system to manage. 

The partnership continues a period of accelerated growth for MCO. In recent weeks, the company extended communications and trading oversight to Telegram, Slack and prediction markets, and it secured more than $100 million in strategic growth financing from Accel-KKR Credit Partners to speed up product and AI development. Recent research conducted by The Harris Poll on behalf of MCO found that financial services firms use nearly 14 compliance systems on average, and that fragmented technology limits risk visibility. Expanding channel capture into one compliance environment is a direct answer to that gap. 

MyVest 

MyVest, a leading provider of enterprise wealth management technology, today announced MyVest AI Connect, which brings the full depth of its Strategic Portfolio System (SPS), including portfolio management, personalization, performance and account data, directly into the AI applications firms already use, including Claude, ChatGPT, and Microsoft Copilot. With MyVest AI Connect, firms can continue to focus on the primary AI application they have selected and their advisors get more efficient access to the wealth management capabilities and data MyVest has spent years compiling. 

MyVest AI Connect is built on the Model Context Protocol (MCP), the open standard for connecting AI applications to enterprise data. With MyVest AI Connect, advisors and operations teams can use their firm's approved AI applications to put MyVest’s SPS portfolio data and functionality to work in portfolio management and client conversations, from client meeting prep to portfolio review, without switching systems or pulling reports. 

MyVest AI Connect follows recent SPS additions, including Separately Managed Models (SMM) and expanded unified managed household (UMH) capabilities, reflecting MyVest's continued investment in supporting complex investor needs at scale. 

Nevis 

Nevis, the AI operating system for wealth management, today announced its $70 million Series B led by EQT Ventures, bringing total funding to $110 million in two years since founding. New strategic investors in the round include The Charles Schwab Corporation, which serves more than 48 million client accounts, $13 trillion in total client assets and supports more than 17,000 independent RIAs; and QuantumLight, the fund of Revolut founder and CEO Nik Storonsky. All existing investors, including Sequoia Capital, ICONIQ and Ribbit Capital, have also expanded their commitments in this new round. 

The funding coincides with a period of rapid growth for the company, driven by the measurable results Nevis has delivered for its customers. In 2026, Nevis has grown revenue more than 25x. In the same period, assets on the platform grew from $50 billion to $700 billion, at a current run rate of $75 billion new assets added each month. Customers include some of the largest and fastest-growing firms in the U.S., among them Focus Financial Partners, IEQ Capital and United Capital. 

As part of the investment, Carolina Brochado, Partner and Head of EQT Ventures, will join Nevis' Board of Directors, with Kaushik Subramanian, Partner at EQT Ventures, joining as Board Observer. Having followed the founders' journey since the company's early days, EQT Ventures brings deep experience and a global network across wealth management and financial services to support Nevis' next phase of growth. 

Nuuvia 

Nuuvia, the leading intelligent lifecycle banking platform designed specifically for community banks and credit unions, today announced that Ben Morales and Stephanie Curtis have joined its Credit Union Service Organization (CUSO) Board of Directors. They will help guide Nuuvia's strategic direction as the company continues expanding and helping financial institutions to acquire, retain, and grow account holders while maintaining ownership of deposits, revenue, data, and customer relationships across every stage of life. 

Morales brings 35 years of leadership experience spanning credit unions, fintech, digital banking, payments, cybersecurity, compliance and product innovation. As an Operating Advisor with Demopolis Equity Partners, he supports Nuuvia's lifecycle banking strategy, product development, M&A initiatives and go-to-market execution. He also advises fintech and AI companies on growth, partnerships and innovation, including being an advisor to Runline AI. Morales spent two decades leading technology and operations at Washington State Employees Credit Union (WSECU), a $4 billion institution serving 300,000 members. He was instrumental in strengthening WSECU's cybersecurity posture, advancing fraud analytics and driving member-focused innovation. 

Curtis currently serves as Chief Member Experience Officer at VyStar Credit Union leading initiatives focused on enhancing member engagement, optimizing service delivery, and advancing enterprise-wide experience strategies. She has more than a decade of leadership experience in financial services, with expertise spanning financial operations, product innovation, and fortifying defenses against fraud within the dynamic landscape of the financial industry. Her knowledge spans innovation, risk management, lending strategy, and fraud mitigation, enabling organizations to balance growth with security. Curtis also served as VP Deposit and Loan Operations at Citizens State Bank where she oversaw lending operations, contact center, digital and branch operations. 

Octopus AI 

Octopus AI, an Artificial Financial Intelligence platform for enterprises, today outlined how it coordinates autonomous financial processes across finance teams, business owners and existing enterprise systems, with finance retaining final approval. 

Starting with the decision to be made, Octopus investigates material variances, coordinates explanations from responsible business owners, assesses forecast implications and prepares changes for approval. Retained context connects the original issue to the proposed adjustment, helping finance and operational teams decide whether corrective action is needed. 

The approach combines four functions: identifying and reducing financial risks, standardizing information flow, automating budget-owner feedback collection and preparing updated forecasts for review. Human approval governs outbound requests and final forecasts; missing inputs and conflicting explanations remain visible for review. 

Options Technology 

Options Technology (Options), the leading provider of trading infrastructure solutions to capital markets firms, today announced major upgrades to its Global Layer 1 switching network, completing the integration of its ultra-low latency switching fabric with the firm’s AtlasVision monitoring tool and cutting-edge automation platform, Trident. 

Options ultra-low latency (ULL) Layer 1 connectivity to key markets utilises a one hop architecture for both market data (multicast) and order entry (unicast), delivering some of the lowest network latencies available between major data centers and the world’s leading exchanges and trading venues. The adoption of Arista's Extended Operating System (EOS) completes the integration of this important technology into AtlasVision, and Trident, providing a single unified view over the entire Layer 1 fabric. 

AtlasVision is Options’ real-time network monitoring and observability platform, providing deep, path-level visibility into every link and port across the global network. With the EOS integration, AtlasVision now ingests native telemetry directly from the switching fabric, enabling real-time measurement of latency, jitter, packet loss, multicast stream health and port-level performance for every client connection. This gives clients, and the Options operations team, immediate end-to-end visibility into the performance of their market data feeds and order entry paths, across all venues. 

Practifi 

Practifi, the provider of intelligent CRM solutions for RIAs, today announced a continued partnership with Dynasty Financial Partners to support the CRM needs of independent registered investment advisors within Dynasty’s network. 

The agreement builds on the companies’ existing relationship, supporting over 1,200 users across Dynasty-affiliated RIAs by providing a preconfigured Practifi offering designed around the operating needs of Dynasty network firms. It gives firms another option as they evaluate the technology that best supports their businesses, consistent with Dynasty’s approach to an open architecture platform built on providing best-in-class options. 

Practifi brings client relationships, activities, and workflows together in one system, helping wealth management teams coordinate service and manage the work behind each client relationship. Its configurable platform supports firms as their teams, processes, and business needs evolve. 

Savvy Wealth 

Savvy Wealth, an AI-native registered investment advisor (RIA) for independent financial advisors, today announced the launch of a proprietary private markets program for advisors on its platform. The multi-vintage program will open access to a variety of asset classes with an initial focus on a select group of venture and growth managers typically beyond the reach of everyday investors. Advisors on Savvy’s platform will be able to bring qualified-purchaser clients into these pre-IPO investments through a single commitment. 

Companies are staying private longer than ever. Private companies now far outnumber public ones among U.S. businesses with more than $100 million in revenue1, so much of their growth now happens before an IPO, if one happens at all. A portfolio built only on public markets misses that opportunity. And the funds that invest in private companies are often hard to access, with high minimums and more investor demand than they can take on. 

Savvy chose to partner with Allocate, a $5.8 billion private markets technology platform that works with more than 400 advisor firms, to build the private markets program. Together the two firms will partner on manager selection and portfolio construction to bring the best ideas to Savvy advisors. 

Schwab Advisor Services 

Schwab Advisor Services, Charles Schwab's business supporting the growth and success of more than 17,000 independent registered investment advisors (RIAs), today announced new AI solutions for RIAs, available inside Schwab Advisor Center and through the third-party solutions that connect to it. The news was announced from Schwab IMPACT®, the largest and longest running annual event for RIAs and the ecosystem that serves them. 

The announcements build on Schwab's broader momentum in AI and its long-standing approach of bringing technology and human expertise together to make a difference in clients' financial lives. Across Schwab, AI is creating new opportunities to deepen client relationships, enhance experiences and help people work more effectively. 

Claude for Financial Advisors, built by Anthropic, is a suite of connectors and workflow skills designed to help with research, prep, and documentation tasks that occupy an advisor’s time and keep them from client-facing work. Through an authenticated connection, RIAs can access Schwab Advisor Center data from Claude, alongside their other tools. 

Scienaptic AI 

Scienaptic AI, a leading provider of AI-powered credit decisioning, announced today that Credit Union of Colorado has selected LendSmart Auto, a new AI-powered auto loan pricing engine, to transform how it prices vehicle loans for its members. The platform enables Credit Union of Colorado to evolve beyond traditional rate-sheet pricing, which assigns the same rate to all loans within a risk tier, toward a deal-level model that prices each loan based on the individual borrower, vehicle collateral, and real-time market conditions. 

LendSmart Auto integrates vehicle data at the VIN level, enabling granular analysis of depreciation curves, regional resale demand, auction recovery projections, and loan-to-value exposure for every deal. The engine also incorporates Credit Union of Colorado's own target return on assets, factoring in deal and operations costs, to ensure that optimized pricing stays within the credit union's established financial parameters. 

SEI 

SEI® (NASDAQ: SEIC) today announced the launch of the SEI Charitable Fund, a donor-advised fund (DAF) solution powered by TIFIN Give, a TIFIN company, and sponsored by GiveClear Foundation. The solution expands the planning capabilities available through SEI's comprehensive wealth management platform to deliver a more connected client experience by incorporating charitable giving into broader wealth, tax, estate, and legacy planning conversations. 

As charitable giving becomes an increasingly important component of wealth management, advisors are seeking ways to integrate philanthropy into client relationships rather than directing clients to standalone solutions. By keeping advisors at the center of charitable planning, the SEI Charitable Fund helps strengthen client relationships, foster multigenerational engagement, and streamline fund administration. 

The launch builds on SEI's strategic investment in TIFIN, first announced in 2024, and demonstrates the firm's approach to combining its financial technology, custody, investment, and operational capabilities with specialized industry partners. Earlier this year, the companies announced a strategic partnership through which TIFIN Give provides a white-labeled donor-advised fund solution to SEI's bank and affiliated wealth clients. 

Softlab360 

Softlab360, an end-to-end software development and engineering partner for wealth management and fintech firms, today announced three milestones that broaden its role in the wealth management ecosystem. The firm has joined The Wealth Mosaic (TWM), the global wealth management solutions network, and brought on wealthtech executive Patrick Spencer, Founder and CEO, Spencer Business Strategies, LLC, to lead strategic partnership development on a fractional basis. In addition, ThinkAdvisor has named the firm a finalist for the 2026 Luminaries Awards for its engineering work on Blue Vault's Alternative Investment Research Portal. 

As a new member of TWM, a global network that connects wealth managers with the technology and solution providers that serve them, Softlab360 gives wealth management firms a direct line to a partner that can do more than recommend technology. The firm can help them make new and existing solutions work together. 

Most wealth managers rely on many systems, including custodians, portfolio management systems, financial planning tools, CRMs, trading platforms and document systems. Each new solution a firm adopts has to connect with the others so data flows intelligently and is applied based on its meaning. Through TWM, Softlab360 can share its experience with integration, data engineering and AI-driven workflows across the interconnected elements of this network. The company opens the door to collaboration with other participating members to help firms modernize gradually, without a full rip-and-replace. 

Solovis 

Solovis®, a leading multi-asset-class portfolio management and analytics platform for institutional investors, today opened a public preview of Solovis IO, intelligence for the whole investment office. Jon Fernandez, former Chief Operating Officer of Yale Investments, has joined the Solovis Board of Directors and has been working with Solovis to bring the voice of the client and the market to the Solovis IO roadmap. Ryan Manougian has joined Solovis as Senior Vice President of Sales. 

In most investment offices, the hardest questions take weeks to answer, so they rarely get asked. Solovis IO is Solovis for the investment office. It is the one place where the investment team can ask those questions directly. Every answer draws on the auditable and traceable record the office already keeps in Solovis, the same data its board and compliance functions rely on. 

Many of the world's largest investment offices, with more than $20T in assets under management and administration (AUM/AUA), run on Solovis. Solovis IO brings AI, reporting, dashboards, and proactive alerts into one experience powered by Solovis products, starting with Portfolio Analytics, with Risk Pro soon to follow. The public preview is open to clients and will offer Model Context Protocol (MCP) connectivity in November and reimagined reporting in the coming months. 

Tandems 

Tandems, an AI-native wealth operating system for financial advisors, today announced the launch of Hamilton, a new AI assistant that can handle up to 80% of a financial advisor’s daily tasks. Hamilton plugs natively into the majority of core systems that its customers use across banking and wealth, unlocks dozens of tools Tandems has custom-built for advisors, and runs on proprietary verticalized AI built on a multi-model architecture. Its Model Harness Optimizer draws on the best capabilities of Claude by Anthropic, OpenAI’s ChatGPT, Microsoft Copilot and Google Gemini. The result is an assistant with an intuitive understanding of the work financial advisors are expected to do every day. 

Tandems was founded in 2006, and Hamilton is built from the knowledge it has gained over decades studying the workflow of the more than 5,000 advisors at major financial institutions like Wells Fargo, Scotiabank, Citizens and New York Life who use its platform. Hamilton leverages this deep domain knowledge, understanding the time in an advisor’s day taken up by a multitude of repetitive tasks across legacy systems. It is specifically trained on this work, with a user experience designed for how advisors operate, and going deeper into an advisor’s workflow than competing tools that have largely focused on simple tasks like note taking. It is capable of handling everything from complex, higher-risk workflows around financial planning and portfolio rebalancing through to time consuming client reviews, meeting preparation, proactive client communication, account opening, asset transfer, and paperwork. 

Tandems’ large institutional clients are looking to empower their advisors with modern tools while relying on critical legacy systems in their day-to-day business. Tandems’ platform has been pre-integrated with the major core systems its enterprise clients rely on every day: brokerage (including Schwab, Fidelity, National Financial and Pershing), banking (including FIS and Fiserv), CRM (including Salesforce), and productivity and workflow (Microsoft, Google, Docusign and others). This allows Tandems to integrate and launch with clients in weeks, with minimal client lift, so they see the benefit of tools like Hamilton much faster. 

Tax Guard 

Tax Guard, a Cogency Global company providing IRS-sourced tax data and risk insights to lenders, today announced a partnership with Lama AI, the first AI-native platform for small business and commercial lending. 

The partnership integrates Tax Guard's verified IRS tax transcripts directly into Lama AI's automated lending workflow, helping lenders access and act on trusted tax data faster while maintaining human oversight of credit decisions. 

For lenders, obtaining and reconciling tax transcripts can be a time-consuming, error-prone step in loan origination. Incorrect addresses, incomplete information, and manual reconciliation against borrower-provided tax returns can create unnecessary delays and additional work. Tax Guard and Lama AI are bringing verified data and intelligent automation together to reduce that friction, reducing manual work by 95% and cutting end-to-end processing times by 80%. 

Veriv 

Veriv, the financial verification network, today announced a new investment from Rockmont Partners and two additions to its board of directors: Brian Fox, who will serve as Board Chair, and Christopher Schellhorn, both industry veterans with experience scaling financial verification businesses. 

Rockmont joins existing investors Renvent Holdings and Sunriver Capital Partners, strengthening Veriv’s backing as it accelerates its next phase of growth. The investment follows a series of senior leadership appointments across commercial, product, technology, security and implementation, adding the expertise needed to scale Veriv’s established network across industries and international markets. 

Fox founded Confirmation.com, the audit confirmation platform acquired by Thomson Reuters in 2019, and Schellhorn served as its Chairman and CEO. Before Confirmation.com, Schellhorn was President and CEO of VISA Interactive. Together, they bring deep experience building financial verification infrastructure and developing relationships across financial institutions and the businesses that depend on them. 

WealthBox 

Wealthbox, the #1-rated CRM for financial advisors, today launched Wealthbox Vault, an add-on product that gives advisory firms unlimited file storage, full-content search, retained file versions, and a Compliance Monitor role with a complete audit log of file activity. 

In addition to Vault, Wealthbox AI can now read documents stored in Wealthbox, on every Wealthbox plan. An advisor can upload a client's trust agreement and ask who the contingent beneficiaries are, or upload a signed form and have Wealthbox AI propose updates to client fields for the advisor to review. 

Every Wealthbox user can store files alongside the client records, tasks, and workflows they relate to, and can now organize them in folders. Firms moving from another storage provider can upload a .zip of client folders and map each folder to a Wealthbox contact using self-service import. 

WealthFeed 

WealthFeed, a leading AI-powered end-to-end growth engine for financial advisors, today announced the addition of Form 5500 data to its platform, giving advisors another source of organic growth in the retirement plan market. Advisors can now search more than 780,000 retirement plans and receive alerts when new filings show changes that may signal a business opportunity. Because the plan data sits inside WealthFeed's existing platform, advisors can find warm introductions to plan decision makers and reach out through the same automated outreach they use for individual prospects. The addition extends WealthFeed's money-in-motion intelligence beyond individuals and households to businesses and plan sponsors. 

More wealth advisors are pursuing retirement plan business, often by working with the 401(k) plans sponsored by business owners they already serve. These plans can also provide a path to new individual wealth management clients. According to February 2026 research from FUSE Research Network, 65% of advisors surveyed said converting retirement plan participants into wealth management clients was easier than acquiring clients through traditional marketing or referrals. 

Employers that sponsor retirement plans file Form 5500 annually with the U.S. Department of Labor to report plan assets, participant counts, contributions and benefit payments. Larger plans also disclose certain service providers and their compensation. Although these filings are public, advisors have often analyzed them separately from the tools they use to prospect for individual clients. This separation makes it harder to compare plans and determine which ones to pursue. 

Zocks 

Zocks, the privacy-first AI platform for financial services, today announced a partnership with Founders Financial Securities, LLC, one of the nation's leading privately held independent broker-dealers and RIA firms. Zocks is now part of the TRU Enterprise OS technology stack, available to all Founders’ Member Partners across its nationwide community. Alongside the Zocks team, Founders has partnered with each Member Partner on its adoption, use, best practices, and workflows to empower its advisors to scale and grow their enterprises. 

With Zocks automating time-consuming administrative work across the business, from meeting notes and manual data entry to onboarding new clients, advisors at Founders can focus on serving clients and growing the relationships at the center of their practices. 

Zocks stood out for the depth of its integrations and its ability to work seamlessly with Founders’ existing technology stack. Zocks automatically captures details and context from client conversations, turns them into structured data, and syncs that data across supported CRM, portfolio management, and planning tools, including Redtail, Wealthbox, Salesforce, Orion, and PreciseFP, as well as more than 370 fields in eMoney. Because Zocks also pulls data from those connected systems, Member Partner advisors at Founders now walk into each meeting with an up-to-date, comprehensive client summary. Afterward, their meeting notes, follow-up emails, and any forms are already populated with relevant details from both the conversation and connected systems, ready to review and send.