AI Products and Services Launch on July 20, 2026

Financial advisers are increasingly integrating artificial intelligence into daily workflows as wealth-tech providers roll out new connectors designed to link enterprise platforms with popular generative models.

D1g1t Adds MCP Server for OpenAI and Claude

D1g1t LLC, a wealth-tech provider, launched the d1g1t MCP server to connect its enterprise wealth management platform directly to general-purpose artificial intelligence tools like Anthropic’s Claude, OpenAI’s ChatGPT, and Microsoft’s Copilot. The connector uses the open model context protocol standard to embed AI natively into advisory operations.

The server exposes the platform’s core capabilities as tools that AI agents can use to search, read, and reason based on external data sources. Advisers can now ask these models in plain language to pull a household’s holdings, summarize year-to-date performance, flag mandate breaches, or assemble client reports. The AI retrieves live data from the d1g1t platform and works with it directly.

Smartria Releases SmartArchive for Communications Archiving

Smartria LLC, a cloud-based compliance management platform for registered investment advisers, broker/dealers and compliance consultants, launched SmartArchive, an artificial-intelligence-powered digital communications archiving and surveillance capability that gives firms a single platform to capture, monitor and review business communications across channels. SmartArchive is designed to capture and retain messages from one searchable, centralized, secure system, so that compliance teams can easily respond to audits and demonstrate oversight. SmartArchive’s technology is licensed from Presults and enables firms to securely archive communications, including text messages, social media messages, emails and websites.

Mariner Partners With Humanity Lab for Enterprise AI Workforce

Mariner Wealth Advisors, a national financial services firm, announced a five-year partnership with Humanity Labs Inc. to deploy an AI workforce of more than 700 full-time equivalents. The partnership is the largest of its kind for a registered investment adviser and positions Mariner as the first wealth management firm to adopt the model at enterprise scale.

Unlike traditional AI tools, the workforce functions as an embedded team operating within existing systems and workflows to handle operational tasks alongside human associates. The AI handles client onboarding, account opening, compliance reviews, client reporting, billing, and prospect onboarding. Every action is stored in a shared memory layer that continuously builds Mariner Organizational General Intelligence, a proprietary operational intelligence system.

Humanity Labs works with wealth management firms that oversee more than $750 billion in client assets. Founded in 2006, Mariner’s affiliates collectively managed more than $629.7 billion in assets under advisement as of May 31. The firm is essentially outsourcing its operational infrastructure to a machine-learning entity, a shift that mirrors how many companies previously outsourced data entry to remote call centers but with the added complexity of automating judgment-based compliance checks.