AI Product & Service Launches – 11/2/2026

WealthFeed Adds Form 5500 Data to Platform 

WealthFeed, an artificial intelligence-powered platform for financial advisers, has added Form 5500 data to its platform. Advisers can search more than 780,000 retirement plans and receive alerts when new filings show changes in plan assets, participants or other characteristics.  

Because the retirement plan data is integrated with WealthFeed’s existing system, advisers can identify plan contacts and conduct outreach through the platform.  

WealthFeed uses Form 5500 filings to track retirement plans’ assets, participant counts and individuals who sign filings. Profiles also include an opportunity score and an explanation of the factors contributing to that rating. Advisers can filter plans by size, features, industry and filing date, including plans with filings submitted within the previous 30 or 90 days. Plan profiles appear alongside the individual and household prospect data already available on the platform. 

5 Firms’ Systems Integrate Claude 

Invesco Ltd. and four other financial advice and technology firms are integrating their systems into Anthropic’s Claude for Financial Advisors, a specialized suite of agentic artificial intelligence tools.  

Invesco, a global asset management firm, said it is working with Anthropic to bring its firm data to support portfolio intelligence and practice management available through Claude for Financial Advisors. The connector will allow advisers to access Invesco data within the platform.  

CAIS, an alternative investment platform for independent financial advisers, said it is expanding Claude’s access to CAISey, its AI-powered tool, to allow advisers to access private-market information for portfolio monitoring, investment research and related tasks. 

Three financial technology firms—Jump AI, Finny AI Inc. and Conquest—also announced integrations with Claude for Financial Advisors. Jump, an artificial intelligence provider for advisers and financial professionals, is building on its existing Claude connector, which currently brings client meeting into context into Claude. Finny and Conquest launched their own model context protocol connectors for Claude.  

Zeplyn Launches Zeplyn Workflows 

Zeplyn, an artificial intelligence platform for wealth management firms, launched Zeplyn Workflows, a tool that allows firms to automate multi-step operational processes according to firm-defined rules and approval requirements. 

Built on the company’s orchestration engine, Zeplyn Agent Nexus, the product is intended for middle- and back-office functions, including adviser transitions, client onboarding and account opening. The automated workflows track ownership, status and activity history throughout the process, including handoffs and approval stages. 

The system combines artificial-intelligence agents with rules-based automation, and workflows can also pause at designated approval points before proceeding.