AI Product & Service Launches – 7/20/2026

D1g1t Launches MCP Servers for Advisers

D1g1t LLC, a wealth-tech provider, launched the d1g1t MCP server, a connector built on the open model context protocol standard that links its enterprise wealth management platform directly to general-purpose artificial intelligence tools such as Anthropic’s Claude, OpenAI’s ChatGPT and Microsoft’s Copilot. The integration embeds AI natively into advisory workflows, giving financial advisers a live, governed AI assistant.

The d1g1t MCP exposes the platform’s core capabilities as tools that AI agents can use on an adviser’s behalf to search, read and reason based on external data sources.

If using the new server, advisers can ask Claude or ChatGPT in plain language to pull a household’s holdings, summarize year-to-date performance, flag mandate breaches or assemble a client report. The AI model can then securely retrieve live data from the d1g1t platform and work 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 on AI Workforce

Humanity Labs Inc., an artificial intelligence workforce company, and Mariner Wealth Advisors LLC, a national financial services firm, announced a five-year partnership to scale an AI workforce to more than 700 full-time equivalents inside Mariner. Unlike traditional AI tools, the AI workforce is expected to function as an embedded team that operates within the firm’s existing systems and workflows, handling operational work alongside Mariner associates.

The partnership marks the largest AI workforce partnership within a registered investment adviser and positions Mariner as the first wealth management firm to adopt the model at enterprise scale.

The AI workforce will operate within the systems Mariner teams already use, completing work such as client onboarding, account opening, compliance reviews, client reporting, billing and prospect onboarding.

Every action by the AI workforce is accessible in a shared memory layer, continuously building 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 had more than $629.7 billion in assets under advisement as of May 31.