AI Product & Service Launches – 4/13/2026

BetaNXT Launches InsightX

BetaNXT Inc., a wealth management technology solutions provider, launched InsightX, its enterprise artificial intelligence platform, and its BetaNXT AI Innovation Lab.

InsightX serves as the centralized data platform used across BetaNXT products and solutions. The platform is built specifically for asset and wealth management operations, offering firms the ability to adopt the capabilities of BetaNXT’s platform.

The BetaNXT AI Innovation Lab, powered by the OneNexus platform, leverages BetaNXT’s domain expertise with AI capabilities and development practices to provide solutions for clients. The lab will initially focus on wealth management use cases such as targeting high-cost manual workflows, efficiency and user experience, according to BetaNXT.

Initial solutions are in development and are set to be announced in the coming weeks, according to the press release.

GWN Securities Taps Advisor360’s Parrot AI for Adviser Workflows

Advisor360, a wealth management technology platform, expanded its relationship with GWN Securities Inc. GWN has selected Advisor360’s artificial intelligence-powered assistant, Parrot AI, as a tool for its network of financial professionals.

GWN previously adopted Advisor360’s integrated platform to streamline workflows and collect client data. With this new expansion, Parrot AI will provide support on the full client meeting life cycle, including meeting preparations, while integrating directly into the Adviser360 platform.

Parrot AI differs from stand-alone AI notetaking tools due to an embedded feature that allows advisers to activate complete household data, meeting history, documents and customer relations management context within the existing workflow.

Jump Expands Partnership With Perennial for New Operating System

Jump, an AI assistant and intelligence engine for financial advisers and service professionals, has expanded its partnership with Perennial Financial Services, a registered investment advisory platform, to provide an artificial intelligence operating system for financial advisers and other services providers.

As part of the expansion, Perennial adopted Operate, a Jump solution, firmwide, extending its use of the platform to automate key workflows, intake forms and meeting preparation.

Perennial has been a Jump customer since 2024 and has used its platform in recruiting advisers from larger firms.

Navatar Offers M&A CRM Operating Model

The Navatar Group Inc. announced an artificial intelligence-powered customer relations management operating model for investment banks and boutique advisory firms involved in mergers and acquisitions.

Designed to operate firmwide, the operating model introduces an AI deal engine that spans deal origination, client and sponsor coverage, opportunity screening, marketing, execution and post-close relationship management.

Navatar’s AI operating model is built on Agentforce, designed to keep client data within secure environments and not exposed to public AI models.