AI FinTech Index: Wealth & Advisory AI changes https://aifintechindex.com/categories/wealth-and-advisory Material product changes at Wealth & Advisory AI vendors, tracked by AI FinTech Index. Every entry is dated and cited to a public source. en-us Free to reuse with a visible link to aifintechindex.com. Terms: https://aifintechindex.com/use-this-data Fri, 25 Sep 2026 12:00:00 GMT 720 https://aifintechindex.com/icon-192.png AI FinTech Index: Wealth & Advisory AI changes https://aifintechindex.com/categories/wealth-and-advisory Terminal X published its first Terminal X Bench scorecard for new frontier models, grading Opus 5.5, Sol 6 and Luna 6 separately on… https://aifintechindex.com/changelog/terminal-x aifintechindex.com:change:6ab9323c7d25dece97339956 Fri, 25 Sep 2026 12:00:00 GMT Safety / governance Capital Markets & Research AI Wealth & Advisory AI Terminal X published its first Terminal X Bench scorecard for new frontier models, grading Opus 5.5, Sol 6 and Luna 6 separately on retrieval, processing and answer generation using medium thinking, the same test sets and the same grading prompts. Opus 5.5 led retrieval (80% average versus 56% for Sol 6 and 51% for Luna 6) and processing but was kept out of production because it refused routine finance prompts, and Sol 5.6 remains the answer generation model after its answers were preferred over Sol 6 in 68% of head to head comparisons.

Why it matters: Investment firms get a stage level record of which foundation models the platform tests, which one runs answer generation, and why a new release was held back, which supports third party model change control in a model risk program. It indicates new model releases are gated on per stage testing before routing changes.

Impact: Medium. Verification: Verified. Type: Safety / governance.

Evidence: Vendor announcement

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> Model ML added access to Blackroom AI virtual data rooms over MCP, so users can work with their Blackroom data room documents directly in… https://aifintechindex.com/changelog/model-ml aifintechindex.com:change:6ab9323c7d25dece97339955 Fri, 25 Sep 2026 12:00:00 GMT Integration / interoperability Capital Markets & Research AI Wealth & Advisory AI Model ML added access to Blackroom AI virtual data rooms over MCP, so users can work with their Blackroom data room documents directly in the Model ML platform without downloading files or searching a separate data room. The connector is available now to anyone with an active Blackroom data room.

Why it matters: M&A and private equity deal teams can run Model ML diligence and drafting work against live data room contents instead of local copies, which keeps deal documents inside the data room. It only helps firms whose deals run on Blackroom.

Impact: Medium. Verification: Verified. Type: Integration / interoperability.

Evidence: Vendor announcement

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> ibl.ai: Admins can now define named, platform scoped network policies for agent sandbox VMs: a host and port allowlist sent to the sandbox each… https://aifintechindex.com/changelog/ibl-ai aifintechindex.com:change:6ab9323c7d25dece97339952 Fri, 25 Sep 2026 12:00:00 GMT Security / compliance Compliance, Surveillance & RegTech Capital Markets & Research AI Wealth & Advisory AI Admins can now define named, platform scoped network policies for agent sandbox VMs: a host and port allowlist sent to the sandbox each session, plus a custom egress profile per agent, and a missing or cross tenant policy fails closed. Sandbox secrets can also be drawn from stored integration credentials at runtime so rotations propagate, and sandbox runtime is metered at a configurable default of $1 per 10 minutes.

Why it matters: Agents that write and run code against financial data can be restricted to approved endpoints, which limits exfiltration risk and gives security teams a reviewable control before they allow autonomous runs.

Impact: Medium. Verification: Verified. Type: Security / compliance.

Evidence: Vendor documentation

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> ibl.ai extended its PII and PHI filtering to in chat file uploads, covering text, Office documents, images (OCR plus pixel redaction) and… https://aifintechindex.com/changelog/ibl-ai aifintechindex.com:change:6ab9323c7d25dece97339951 Fri, 25 Sep 2026 12:00:00 GMT Security / compliance Compliance, Surveillance & RegTech Capital Markets & Research AI Wealth & Advisory AI ibl.ai extended its PII and PHI filtering to in chat file uploads, covering text, Office documents, images (OCR plus pixel redaction) and PDFs (rasterized, redacted and rebuilt) on every path where a file reaches an LLM, with per agent block, redact or allow settings. Privacy mode now also keeps conversation text out of run tracking, the moderation log, application logs, Sentry events and Langfuse traces. A new read only privacy flags API records every PII or PHI detection across uploads, prompts, responses and memory retrieval, storing only the entity type, never the raw value.

Why it matters: Bank and insurer staff routinely upload statements and applications that carry SSNs and account data, so redaction before any model sees the file, and keeping chat text out of third party observability tools, narrows GLBA exposure.

Impact: High. Verification: Verified. Type: Security / compliance.

Evidence: Vendor documentation

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> Vise and Bitwise rolled out Bitwise's diversified crypto model portfolios to the wealth firms and 135,000+ accounts on the Vise platform… https://aifintechindex.com/changelog/vise aifintechindex.com:change:6ab9323c7d25dece9733994e Thu, 24 Sep 2026 12:00:00 GMT Product / capability Wealth & Advisory AI Capital Markets & Research AI Vise and Bitwise rolled out Bitwise's diversified crypto model portfolios to the wealth firms and 135,000+ accounts on the Vise platform, with Core models for broad crypto exposure and Thematic models for specific positioning such as risk managed exposure or assets beyond bitcoin. On Vise the models sit inside the same account as the client's equities, fixed income and alternatives, sized to the household risk profile, rebalanced on the same schedule and covered by the same tax management.

Why it matters: Advisors can offer a researched crypto allocation without running it as a separate book, so drift control and tax loss harvesting apply to crypto the same way they apply to the rest of the portfolio. This extends the 2025 bitcoin access to a menu of third party crypto models.

Impact: Medium. Verification: Verified. Type: Product / capability.

Evidence: Vendor announcement

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> Streetbeat shipped iOS app version 2026.9.0, which the release note calls a rebuild of the whole app. https://aifintechindex.com/changelog/streetbeat aifintechindex.com:change:6ab9323c7d25dece9733994b Thu, 24 Sep 2026 12:00:00 GMT Product / capability Wealth & Advisory AI Capital Markets & Research AI Customer & Banking Agents Streetbeat shipped iOS app version 2026.9.0, which the release note calls a rebuild of the whole app. It adds The Beat, two AI written notes a day tailored to the user's holdings (an Opening Beat before the bell and a Closing Beat after), per stock, ETF and portfolio Discuss rooms that flag when a poster holds the asset, and an exposure view that counts holdings held through ETFs and portfolios. It also adds a portfolio library that can be invested in a Streetbeat account or a connected Robinhood account, configurable widgets, and support for seven languages.

Why it matters: Streetbeat says the consumer app runs on the same AI foundation it licenses to institutions as a white label AI Suite for Retail, so this release is a working sample of the holdings aware generated content and look through exposure analytics a bank or wealth manager would deploy under its own brand.

Impact: Low. Verification: Verified. Type: Product / capability.

Evidence: Vendor documentation

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> Model ML added a Daloopa connector over MCP, so users with an active Daloopa license can pull Daloopa's standardized fundamental data on… https://aifintechindex.com/changelog/model-ml aifintechindex.com:change:6ab9323c7d25dece97339949 Thu, 24 Sep 2026 12:00:00 GMT Integration / interoperability Capital Markets & Research AI Wealth & Advisory AI Model ML added a Daloopa connector over MCP, so users with an active Daloopa license can pull Daloopa's standardized fundamental data on 6,000+ companies directly into the Model ML platform. Each Daloopa data point links back to the SEC filing, press release or investor presentation it came from, so figures used in models, pitch decks and memos can be checked against the original document.

Why it matters: Banks and investment firms that already license Daloopa can use it inside Model ML agent workflows without exporting data, and source linked figures make AI built deliverables easier to review. Access depends on the firm holding its own Daloopa license.

Impact: Medium. Verification: Verified. Type: Integration / interoperability.

Evidence: Vendor announcement

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> FinTech Studios announced general availability of its MCP connector, now listed in the official Claude and ChatGPT connector directories… https://aifintechindex.com/changelog/fintech-studios aifintechindex.com:change:6ab9323c7d25dece97339946 Thu, 24 Sep 2026 12:00:00 GMT Integration / interoperability Capital Markets & Research AI Compliance, Surveillance & RegTech Wealth & Advisory AI FinTech Studios announced general availability of its MCP connector, now listed in the official Claude and ChatGPT connector directories and addable to Claude for Financial Advisors. The hosted server at mcp.fintechstudios.com uses OAuth 2.1 sign in and exposes read only tools for cited news, market and regulatory search, trending entities, AI summaries, daily briefs, collections and insight channels, metered against FTS Studio credits with a free tier. The underlying npm package and MCP Registry entry were first published on 15 Sep 2026, so the in window change is the directory listing and GA.

Why it matters: Compliance, research and advisory teams can pull cited regulatory and market intelligence straight into the assistant they already use without handing an API key to the AI provider. Because the tools are read only, the connector cannot create, change or send anything in the user's account.

Impact: Medium. Verification: Verified. Type: Integration / interoperability.

Evidence: Vendor announcement

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> FE fundinfo connected Nexus for Financial Advisers to the intelliflo adviser CRM. https://aifintechindex.com/changelog/fe-fundinfo aifintechindex.com:change:6ab9323c7d25dece97339944 Thu, 24 Sep 2026 12:00:00 GMT Integration / interoperability Wealth & Advisory AI Compliance, Surveillance & RegTech Capital Markets & Research AI FE fundinfo connected Nexus for Financial Advisers to the intelliflo adviser CRM. Through the Nexus Assistant meeting workflow, advisers can now pull intelliflo client data into Nexus and push information captured in Nexus workflows back into intelliflo. FE fundinfo says further CRM integrations will follow by the end of 2026.

Why it matters: Advice firms that run intelliflo can use the Nexus AI meeting and planning workflow without rekeying client data, and the CRM stays the client record of truth. Earlier Nexus releases only described sending meeting outputs to a connected CRM, so the pull direction is the new part.

Impact: Medium. Verification: Verified. Type: Integration / interoperability.

Evidence: Vendor announcement

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> Daloopa's MCP integration now delivers its verified, source linked fundamental data inside Model ML, an AI platform that drafts pitch… https://aifintechindex.com/changelog/daloopa aifintechindex.com:change:6ab9323c7d25dece97339941 Thu, 24 Sep 2026 12:00:00 GMT Integration / interoperability Capital Markets & Research AI Wealth & Advisory AI Daloopa's MCP integration now delivers its verified, source linked fundamental data inside Model ML, an AI platform that drafts pitch decks, due diligence reports and investment memos for financial and professional services firms. Model ML users can run comps, benchmark peers and monitor portfolio positions as new filings land, drawing on Daloopa coverage of 6,000+ companies.

Why it matters: Bank, asset manager and advisory teams drafting deliverables in Model ML can tie AI generated figures back to the original filing, which cuts the checking work on analyst output. It adds another third party AI workspace where an existing Daloopa subscription works without custom integration.

Impact: Medium. Verification: Partially Verified. Type: Integration / interoperability.

Evidence: Vendor announcement

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> SS&C Technologies: SS&C added an AI portfolio management assistant to Advent Genesis that lets investment teams find opportunities, pull portfolio insights… https://aifintechindex.com/changelog/ssc-technologies aifintechindex.com:change:6ab932e497930970b5fd0281 Wed, 23 Sep 2026 12:00:00 GMT Product / capability Capital Markets & Research AI Lending & Banking Operations Wealth & Advisory AI Insurance AI SS&C added an AI portfolio management assistant to Advent Genesis that lets investment teams find opportunities, pull portfolio insights and start workflows in plain language, and that can review positions, rebalance portfolios and harvest tax lots. SS&C executives have described it as in beta, with production targeted within a few months. The same release introduces ConnectIQ, an AI advisor engagement platform for the retirement market that combines participant data from several sources and flags outreach opportunities with predictive analytics.

Why it matters: An assistant that can rebalance and harvest tax lots puts action taking AI inside the portfolio workflow, so buyers should confirm what human approval applies before trades are generated. SS&C says the new tools run on its AI Gateway governance platform, which is the place to ask how participant data is governed.

Impact: Medium. Verification: Verified. Type: Product / capability.

Evidence: Vendor announcement

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> Psympl and Experian published results from FreeStar Financial Credit Union, which used Experian Marketing Attributes to select 10,000… https://aifintechindex.com/changelog/psympl aifintechindex.com:change:6ab932e497930970b5fd027d Tue, 22 Sep 2026 12:00:00 GMT Performance evidence Customer & Banking Agents Wealth & Advisory AI Insurance AI Psympl and Experian published results from FreeStar Financial Credit Union, which used Experian Marketing Attributes to select 10,000 prospects and Psympl Motivation Mindsets to tailor a 4 percent high yield savings campaign by direct mail and geotargeted digital ads. FreeStar reported $690,000 in new deposits within two weeks and $1.2 million within 30 days, a stated 3X return. It has since extended Motivation Activation into lending, reporting a 337 percent increase in first mortgage applications and an average loan size increase of more than $132,000, 2025 versus 2026.

Why it matters: This is a named credit union with dollar and application figures, which lets banks and credit unions weigh psychographic targeting against their own deposit and lending campaign costs. The numbers are self reported by the institution and vendor, with no control group described.

Impact: Medium. Verification: Verified. Type: Performance evidence.

Evidence: Vendor announcement

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> Xapien released a native application on the ServiceNow AI Platform, available in the ServiceNow Store with free trials for ServiceNow… https://aifintechindex.com/changelog/xapien aifintechindex.com:change:6ab9323c7d25dece97339933 Tue, 22 Sep 2026 12:00:00 GMT Integration / interoperability Compliance, Surveillance & RegTech AML, KYC & Financial Crime Wealth & Advisory AI Xapien released a native application on the ServiceNow AI Platform, available in the ServiceNow Store with free trials for ServiceNow customers. The app runs a full, sourced background check on any company or person inside ServiceNow workflows and enriches the out of the box risk scores in ServiceNow Third-Party Risk Management, with configuration for other modules.

Why it matters: Banks and insurers that run onboarding and third party risk in ServiceNow can pull Xapien adverse media, sanctions and ownership findings into the risk record without a separate tool or manual rekeying. It gives compliance teams an auditable due diligence result attached to the TPRM workflow where the approval decision is made.

Impact: Medium. Verification: Verified. Type: Integration / interoperability.

Evidence: Vendor announcement

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> motif's Clarity evaluation docs added a dated 22 Sep 2026 validation run for its private markets desk, the private-markets-analyst agent… https://aifintechindex.com/changelog/motif aifintechindex.com:change:6ab9323c7d25dece9733992f Tue, 22 Sep 2026 12:00:00 GMT Safety / governance Wealth & Advisory AI Customer & Banking Agents Capital Markets & Research AI motif's Clarity evaluation docs added a dated 22 Sep 2026 validation run for its private markets desk, the private-markets-analyst agent that underwrites one private company from the holder's documents and independent reporting. On a fixed 5 question corpus it scored judge 80 and 100% citation grounding, but reviewer sign off came on only 1 of 5 answers, so motif states the desk does not yet pass its release gate. The run cost $0.015 per answer at 83% cache and p50 112 s.

Why it matters: Wealth platforms doing model risk diligence get a dated validation result against published thresholds, including a fail, which shows motif holds back surfaces that miss its gate. Buyers should not treat private markets underwriting as available until a passing result is published.

Impact: Medium. Verification: Verified. Type: Safety / governance.

Evidence: Vendor documentation

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> Marloo launched the Knowledge tab, a three layer knowledge base that shapes every meeting note, advice document and Ask Marloo answer it… https://aifintechindex.com/changelog/marloo aifintechindex.com:change:6ab9323c7d25dece9733992e Tue, 22 Sep 2026 12:00:00 GMT Product / capability Wealth & Advisory AI Compliance, Surveillance & RegTech Insurance AI Marloo launched the Knowledge tab, a three layer knowledge base that shapes every meeting note, advice document and Ask Marloo answer it produces. A read only Regional layer maintained by Marloo holds regulatory, tax and rate references (FINRA Rules, CFP Board standards and FOMC rates in the US, the FCA Handbook in the UK), a Company layer lets firm admins set firm wide instructions and upload advice frameworks, compliance documents, approved wordings and disclaimers, and a User layer holds each adviser's own style within those limits. The help center says it is rolling out gradually as a beta and is included on Plus plans and above with unlimited company knowledge documents.

Why it matters: Advice firms can write their compliance and house standards down once and have them applied when drafts are generated, with only admins able to change company rules, which shifts consistency checks from after the fact file sampling toward prevention. Buyers should confirm beta availability for their account before relying on it.

Impact: Medium. Verification: Verified. Type: Product / capability.

Evidence: Vendor announcement

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> FactSet added InSync Analytics' Excel based company models, which combine InSync reported Actuals and Guidance with FactSet broker… https://aifintechindex.com/changelog/factset aifintechindex.com:change:6ab9323c7d25dece9733992c Tue, 22 Sep 2026 12:00:00 GMT Integration / interoperability Capital Markets & Research AI Wealth & Advisory AI FactSet added InSync Analytics' Excel based company models, which combine InSync reported Actuals and Guidance with FactSet broker consensus estimates, to the FactSet Workstation Company Snapshot report and StreetAccount News stories. The first 1,000 of more than 2,500 planned models are released, with weekly coverage expansion, segment level KPI consensus and Actuals updated within two hours of earnings. InSync's WEAVE Excel AI agent and a joined InSync and FactSet MCP server are announced as upcoming, not shipped.

Why it matters: Buy side research teams at asset managers and hedge funds get filing linked, prebuilt models inside a workstation they already license, which cuts model maintenance during earnings season. The AI agent and MCP pieces are future items, so buyers should not count them as available yet.

Impact: Medium. Verification: Verified. Type: Integration / interoperability.

Evidence: Vendor announcement

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> FactSet acquired BCC Group International (bccg), a Germany based developer of cloud native and hybrid market data distribution software… https://aifintechindex.com/changelog/factset aifintechindex.com:change:6ab9323c7d25dece9733992b Tue, 22 Sep 2026 12:00:00 GMT Acquisition / corporate Capital Markets & Research AI Wealth & Advisory AI FactSet acquired BCC Group International (bccg), a Germany based developer of cloud native and hybrid market data distribution software, and is bringing bccg's ONE Platform into its Real-Time Solution Suite. ONE Platform ingests, normalizes, entitles and distributes real time and static market data through a single API, with centralized entitlements, compliance reporting and cost controls, and can be deployed in cloud, on premises or hybrid models or run as a managed service. A FactSet ONE Platform product page is now live in the FactSet Marketplace.

Why it matters: Banks, trading firms and asset managers that run their own market data infrastructure can now buy both the feeds and the distribution and entitlement layer from one vendor, with a choice of deployment model. Existing bccg clients should confirm contract, support and roadmap continuity under FactSet ownership.

Impact: Medium. Verification: Verified. Type: Acquisition / corporate.

Evidence: Vendor announcement

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> DiligenceVault published a client case study reporting that GEM Investments, an institutional asset allocator whose ODD team also acts as… https://aifintechindex.com/changelog/diligencevault aifintechindex.com:change:6ab9323c7d25dece9733992a Tue, 22 Sep 2026 12:00:00 GMT Performance evidence Wealth & Advisory AI Capital Markets & Research AI Compliance, Surveillance & RegTech DiligenceVault published a client case study reporting that GEM Investments, an institutional asset allocator whose ODD team also acts as its compliance team, saves 1 to 3 hours per manager review using DV Assist for fund document analysis, turning meeting notes into drafts, and compiling first draft ODD memos inside the platform. The case study says GEM began its rollout in Q4 2025 and names confidence scoring and source citations on every extracted insight as the features that drove adoption.

Why it matters: A named allocator with a quantified time saving on AI assisted ODD and compliance memo work gives buyers a benchmark to test against in their own evaluation. The figure is vendor published, and the stated range depends on document volume rather than a described measurement method.

Impact: Medium. Verification: Partially Verified. Type: Performance evidence.

Evidence: Vendor announcement

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> AlphaSense added connectors for Snowflake and BigQuery, so users can ask questions of their firm's own data warehouse inside AlphaSense… https://aifintechindex.com/changelog/alphasense aifintechindex.com:change:6ab9323c7d25dece97339924 Tue, 22 Sep 2026 12:00:00 GMT Integration / interoperability Capital Markets & Research AI Wealth & Advisory AI AlphaSense added connectors for Snowflake and BigQuery, so users can ask questions of their firm's own data warehouse inside AlphaSense alongside external research. The Snowflake connector calls Snowflake's managed Cortex MCP server under each user's own role, and the BigQuery connector turns plain language questions into read only queries through Google's Conversational Analytics API. Both query data live under the user's own identity and do not ingest or store a copy.

Why it matters: Research and investment teams can combine internal portfolio or pipeline data with AlphaSense's external content in one answer. Because queries run live under each user's existing warehouse permissions, no second copy of the data needs to be governed.

Impact: Medium. Verification: Partially Verified. Type: Integration / interoperability.

Evidence: Vendor documentation

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> SESAMm: TextReveal API release 3.33.0 adds universe level metrics routes that return case and event counts with intensity score distributions… https://aifintechindex.com/changelog/sesamm aifintechindex.com:change:6ab932e497930970b5fd027b Mon, 21 Sep 2026 12:00:00 GMT Product / capability Capital Markets & Research AI Compliance, Surveillance & RegTech Wealth & Advisory AI TextReveal API release 3.33.0 adds universe level metrics routes that return case and event counts with intensity score distributions, plus entity counts grouped by highest UNGC classification, all filterable by ISIC4 sector. It also adds an experimental Universes CES Overview route that aggregates Controversy Exposure Scores for a whole universe over time (min, max and average by period), an ISIC4 sector filter on universe case, event and document routes, an entity annual revenue field, and custom column labels for CSV case and event report exports.

Why it matters: Asset managers and banks that monitor portfolios or loan books through the API can now pull portfolio level controversy, UNGC and sector exposure in one call instead of aggregating entity by entity. The CES overview route is flagged experimental, so its parameters and responses may change before teams build production reporting on it.

Impact: Medium. Verification: Verified. Type: Product / capability.

Evidence: Vendor documentation

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> Rogo added Octus as a configurable data source inside Rogo agents, covering Octus expert analysis, private company financials, capital… https://aifintechindex.com/changelog/rogo aifintechindex.com:change:6ab932e497930970b5fd0279 Mon, 21 Sep 2026 12:00:00 GMT Integration / interoperability Capital Markets & Research AI Wealth & Advisory AI Rogo added Octus as a configurable data source inside Rogo agents, covering Octus expert analysis, private company financials, capital structures, covenant and restructuring data, credit news, debt documents and structured credit data. Agents can use it to screen credits against a strategy, analyze capital structures and covenant packages, monitor portfolios for credit quality changes, and prepare underwriting and investment committee materials. The integration is available to mutual customers with the appropriate Octus licenses.

Why it matters: Leveraged finance, private credit and restructuring teams can ground agent outputs in licensed sub investment grade data sourced back to Octus rather than loading it by hand, though access depends on holding a separate Octus license.

Impact: Medium. Verification: Verified. Type: Integration / interoperability.

Evidence: Vendor announcement

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> CA Next Bank became the first Swiss bank to go live on Avaloq's new SaaS mobile banking app, which is built on an architecture that… https://aifintechindex.com/changelog/avaloq aifintechindex.com:change:6aaeac5261f1cb06e5aba082 Thu, 17 Sep 2026 12:00:00 GMT Product / capability Wealth & Advisory AI Customer & Banking Agents Capital Markets & Research AI CA Next Bank became the first Swiss bank to go live on Avaloq's new SaaS mobile banking app, which is built on an architecture that separates the user interface from the core banking back end.

Why it matters: A first live client is the point where a new banking app stops being a roadmap slide. Separating the front end means features can ship without touching the core; the proof will be CA Next Bank's release cadence over the next two quarters.

Impact: Medium. Verification: Partially Verified. Type: Product / capability.

Evidence: Trade press

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> Marloo introduced Ask Marloo, which lets financial advisers and support staff query their whole client book. https://aifintechindex.com/changelog/marloo aifintechindex.com:change:6aaeac5261f1cb06e5aba087 Wed, 16 Sep 2026 12:00:00 GMT Product / capability Wealth & Advisory AI Compliance, Surveillance & RegTech Insurance AI Marloo introduced Ask Marloo, which lets financial advisers and support staff query their whole client book. Answers draw on meetings, documents, emails and other records held across the firm's systems.

Why it matters: The use case is the inherited book: an adviser taking over clients needs their history without reading years of files. Ask what each answer cites, because an adviser relying on a summary of past advice needs to see the record behind it.

Impact: Medium. Verification: Partially Verified. Type: Product / capability.

Evidence: Trade press

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> Transient.AI launched Caddie.AI RIA Prospecting for Hedge Fund Sales. https://aifintechindex.com/changelog/transient-ai aifintechindex.com:change:6aaeac5261f1cb06e5aba090 Tue, 15 Sep 2026 12:00:00 GMT Product / capability Capital Markets & Research AI Wealth & Advisory AI Transient.AI launched Caddie.AI RIA Prospecting for Hedge Fund Sales. Sales teams can ask in plain language for RIAs matching criteria such as city, AUM threshold and hedge fund allocation, and get back firms with CRD number, city, AUM and custodians taken from ADV filings, plus a map view and a filterable grid with export. Transient.AI states coverage of 11,986 RIAs, 2,717 of them pure RIAs, that it runs in the customer's own tenant with zero data retention, and that it is available on the Azure and AWS marketplaces.

Why it matters: Hedge fund sales teams increasingly target RIAs, and prospecting them means stitching together ADV filings by hand. Running in the customer's tenant with no retention is the detail that gets this past a vendor risk review. The data is public filings, so test recency: an ADV is a point in time document and an allocation flag can be a year stale.

Impact: Medium. Verification: Verified. Type: Product / capability.

Evidence: Vendor announcement

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> AlphaSense added Clinical Trial and Drug Data, bringing US and EU clinical trial registries, drug labels and patent data into its… https://aifintechindex.com/changelog/alphasense aifintechindex.com:change:6aaeac5261f1cb06e5aba08c Tue, 15 Sep 2026 12:00:00 GMT Product / capability Capital Markets & Research AI Wealth & Advisory AI AlphaSense added Clinical Trial and Drug Data, bringing US and EU clinical trial registries, drug labels and patent data into its knowledge graph. Users can ask scientific and commercial questions in plain language and trace each answer back to the underlying registry and label records.

Why it matters: For investors covering biotech and pharma, trial data usually sits in separate databases from market research. Traceability to the registry record is the detail that matters for anyone putting a trial readout into an investment memo.

Impact: Medium. Verification: Verified. Type: Product / capability.

Evidence: Vendor announcement

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> Personetics launched Banking Console, which gives relationship managers a daily ranked list of customers who need attention, why, and what… https://aifintechindex.com/changelog/personetics aifintechindex.com:change:6aaeac5261f1cb06e5aba089 Tue, 15 Sep 2026 12:00:00 GMT Product / capability Customer & Banking Agents Credit Decisioning & Underwriting Wealth & Advisory AI Personetics launched Banking Console, which gives relationship managers a daily ranked list of customers who need attention, why, and what to say. It layers Personetics' customer intelligence onto the CRM the bank already uses, including Salesforce and Microsoft Dynamics, and lets the bank set priorities such as growth or retention that shape each banker's plan.

Why it matters: Personetics has sold this intelligence into digital channels for years; this puts it on the banker's desk for the first time. The bank configuration page is the lever to examine, because whoever sets those priorities is effectively deciding which customers get a call.

Impact: High. Verification: Partially Verified. Type: Product / capability.

Evidence: Trade press

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> Conquest Planning opened direct access to its Verifiable AI Financial Advice Engine to independent advisers and RIAs, who could previously… https://aifintechindex.com/changelog/conquest-planning aifintechindex.com:change:6aaeac5261f1cb06e5aba099 Mon, 14 Sep 2026 12:00:00 GMT Pricing / packaging Wealth & Advisory AI Conquest Planning opened direct access to its Verifiable AI Financial Advice Engine to independent advisers and RIAs, who could previously reach it only through large enterprise institutions.

Why it matters: Independent RIAs can now license the same planning engine the large firms use, without an enterprise agreement. Ask how pricing works for a small practice, and whether the engine documents its recommendations well enough to support the firm's own best interest obligations.

Impact: Medium. Verification: Partially Verified. Type: Pricing / packaging.

Evidence: Vendor announcement

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> Jump introduced AI assisted, real time account opening with Schwab Advisor Services and Fidelity, with the Fidelity workflow running… https://aifintechindex.com/changelog/jump-ai aifintechindex.com:change:6aaeac5261f1cb06e5aba097 Mon, 14 Sep 2026 12:00:00 GMT Integration / interoperability Wealth & Advisory AI Jump introduced AI assisted, real time account opening with Schwab Advisor Services and Fidelity, with the Fidelity workflow running through Dispatch. During a client meeting, Jump pulls information from the conversation, documents, forms and CRM, flags anything missing, and gets the application reviewed and sent for signature before the meeting ends. On Schwab it can also start asset transfers and set up ACH bank profiles.

Why it matters: Not in good order submissions are the hidden cost of onboarding, and they usually surface days after the client has left. Catching the gap while the client is still in the room is the real gain; ask how the advisor confirms fields Jump filled from the conversation before anything is signed.

Impact: High. Verification: Partially Verified. Type: Integration / interoperability.

Evidence: Trade press

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> SS&C Technologies: SS&C Black Diamond is one of the connectors in Anthropic's Claude for Financial Advisors, bringing portfolio, performance, holdings and… https://aifintechindex.com/changelog/ssc-technologies aifintechindex.com:change:6aaeac5261f1cb06e5aba096 Mon, 14 Sep 2026 12:00:00 GMT Integration / interoperability Capital Markets & Research AI Lending & Banking Operations Wealth & Advisory AI Insurance AI SS&C Black Diamond is one of the connectors in Anthropic's Claude for Financial Advisors, bringing portfolio, performance, holdings and rebalancing data into Claude for advisers who use Black Diamond.

Why it matters: For Black Diamond firms, this puts portfolio reporting data in front of an assistant that can also draft the client letter. Rebalancing is the sensitive part: check whether the connector only reads, or can stage trades for review.

Impact: Medium. Verification: Partially Verified. Type: Integration / interoperability.

Evidence: Trade press

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

]]> Zocks brought its client conversation context into Claude for Financial Advisors. https://aifintechindex.com/changelog/zocks aifintechindex.com:change:6aaeac5261f1cb06e5aba095 Mon, 14 Sep 2026 12:00:00 GMT Integration / interoperability Wealth & Advisory AI Zocks brought its client conversation context into Claude for Financial Advisors. Advisers working in Claude can draw on what clients said in past meetings, alongside the portfolio and CRM data from the launch's other connectors.

Why it matters: Meeting notes are where the personal context lives: goals, family changes, worries. Feeding them to an assistant makes its briefs far better and raises a recordkeeping question, so confirm how the firm's archiving policy applies to what Claude produces from them.

Impact: Medium. Verification: Verified. Type: Integration / interoperability.

Evidence: Vendor announcement

Source: AI FinTech Index change log. Free to reuse with a link back. Terms.

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