AI Product & Service Launches – 7/27/2026

Vise Partners With Alpha Architect for Portfolio Modeling

Vise Technologies Inc., an artificial-intelligence-powered platform delivering personalized portfolios, announced a partnership with asset manager Alpha Architect.  

The partnership brings Alpha Architect’s investment capabilities together with Vise’s platform to assist advisory firms in delivering personalized and tax-optimized portfolios to clients.  

Advisers on Vise can tailor Alpha Architect’s strategies for  individual clients and manage them alongside the clients’ other assets in one system. The integration combines portfolio construction, rebalancing and tax-management functions within Vise’s existing workflow. 

FinTurk Launches FormFiller, CashSweep for Advisers 

FinTurk, an artificial-intelligence-based customer relationship management tool built for financial advisers, announced the launch of FormFiller and CashSweep, workflow automation tools designed for client paperwork and cash management for registered investment advisers.  

FormFiller is designed to automate portions of the account-opening and servicing process by populating forms with client data stored in the firm’s customer relationship management software, routing documents for electronic signature and storing completed paperwork in client records. According to the announcement, the tool also validates information before submission. 

CashSweep assists advisers in identifying and allocating excess client cash across investment vehicles with full control over allocation parameters and built-in automation. 

FormFiller and CashSweep are now available to FinTurk clients.  

OneDigital Selects JiffyAI for Investor Onboarding 

JiffyAI, a provider of artificial-intelligence-powered solutions for wealth management firms, announced that OneDigital, an insurance and financial services firm, selected JiffyYAI’s Unified Onboarding solution for client onboarding. 

The platform will support onboarding across multiple custodians, including integrations with Charles Schwab and IWS, and will synchronize data with Salesforce. The system also includes document digitization, workflow automation, compliance functions, account opening and funding capabilities.