- Bundles connectors to asset managers and custodians with workflow skills built for financial advisors.
- Launch partners include BlackRock, Charles Schwab, Addepar, Envestnet, iCapital, Orion, Wealthbox, Wealth.com, and Zocks.
- Drafts briefs, summaries, CRM update suggestions, and client communications, all subject to advisor approval; offered as a Cowork plugin for Enterprise customers.
Why it matters: Major AI labs are rolling out industry-specific enterprise products in quick succession, showing AI adoption in finance moving from experimentation toward concrete workflow tools.