AI Product & Service Launches – 3/16/2026

Transamerica’s AI Assistant Consolidates Retirement Accounts

Transamerica launched Pearl, a virtual assistant that combines artificial intelligence, data and human support to help retirement plan participants import savings from other retirement accounts. Participants are guided through key action steps like account verification, document collection and secure transfer of funds.

Pearl is designed with strong safeguards to help protect participant information, including encryption and security controls.

Transamerica teamed up with Zingly, an enterprise AI-powered customer experience platform which provides the multi-modal AI technology powering Pearl.

Using Pearl does not incur any additional fees for Transamerica participants.

Manulife, Akka Partner On Agentic AI Platform

Manulife partnered with Akka on a new enterprise agentic artificial intelligence platform that will be embedded into critical workflows across the organization.

The platform, now in the beta testing phase, allows users to build and deploy AI agents to support customers and colleagues. It is also intended to streamline developments, reduce operational costs and enable high-volume, business critical AI solutions.

In December 2025, Manulife announced its partnership with Adaptive ML which now provides the reinforcement-learning-powered engine for fine-tuning and optimizing models within its enterprise AI platform.

Manulife expects AI to generate more than $1 billion of its enterprise value by 2027, with roughly one-fifth coming from improved efficiency.

FaybI’s AI Agent Offered in US

FaybI, an artificial intelligence agent for financial advisers and wealth managers, is expanding into the U.S. from its Australian client base.

The company is now inviting U.S. registered investment advisories to join its early adopter program to test, refine and scale FaybI’s agentic platform, ahead of general availability, expected in the second quarter of 2026.

Additionally, Faybl appointed Anthony Lipp, former global head of strategy, banking and financial markets at IBM, as an adviser to support the company’s U.S. growth and market strategy.

Faybl automatically ingests client data, documents, meeting transcripts, licensee business rules and compliance checklists. It can orchestrate workflows from meeting prep, and it can capture through data collection and modelling.

The agent also embeds traceability and compliance into every assertion, allowing advisers to see on which data, document or system recommendations are based.

Futurionex Launches AI Wealth Management Engine

Futurionex launched an artificial intelligence wealth management engine, offering users different risk preferences and integrated data modeling, strategy execution and automatic rebalancing. The engine is intended to enhance return-risk efficiency of portfolios in complex and volatile environments.

The engine analyzes multi-source market data and dynamically adjusts weights and positions, optimizing asset allocation paths for more stable returns while controlling drawdowns and volatility.

The AI wealth management engine is equipped with a multi-strategy pool, including trend-following, volatility targeting, factor combinations and liquidity-sensitive strategies. It operates under constraints such as risk budgets and maximum drawdown thresholds.

In cases of major data releases, sudden spikes in volatility or liquidity contractions, the system automatically triggers risk reduction, tiered position cuts or cooling periods to mitigate the impact of extreme market conditions on investment outcomes.

After the engine outputs trading instructions, they are executed via price-priority and time-priority matching mechanisms. The entire process is recorded in audit logs and evidence chains for post-event verification and independent review.

The AI wealth management engine is currently open to users in compliant regions, according to the announcement, with plans to gradually expand availability and add more risk budget templates and thematic strategies.

Wealth Management Platform Abra Goes Public

Abra Financial Holdings Inc., a digital asset wealth management platform, and New Providence Acquisition Corp., an acquisition company, entered a business agreement to take Abra’s business public. Under the agreement, New Providence will be renamed Abra Financial Inc.

The combined company will serve high-net-worth, institutional, fund and registered investment adviser clients at the intersection of the wealth management industry and the digital asset and tokenization sectors.

Abra offers segregated custody, trading, yield strategies, collateralized lending and advisory services through separately managed accounts.

Aidentified Launches Interactive Intelligence Playbook

Aidentified Inc., a Wealth Networking Intelligence platform, released an updated, interactive organic growth playbook for financial advisers. The free resource is designed to help financial advisers and wealth managers modernize their strategy.

The interactive playbook provides a step-by-step approach built specifically for independent advisers and advisory teams. Key sections include “Define Your Ideal Prospect Profile,” “Act on Intent: Move at Exactly the Right Time Build” and “Automate Your Prospecting Workflow.”

WealthStream Launches Advice Intelligence Platform

WealthStream, a new artificial intelligence-powered platform for wealth management, is  intended to provide senior-level financial planning capabilities. It uses specialist AI agents to analyze client data across planning categories and generate considerations and recommendations for adviser review.