AI Product & Service Launches – 5/4/2026

Ncontracts Introduces Nquiry Compliance Platform

Ncontracts, a provider of integrated compliance, risk and vendor management solutions to the financial industry, launched Nquiry Ntelligence, an artificial-intelligence-powered compliance intelligence platform purpose designed to give accurate, cited and auditable answers to complex regulatory questions in minutes.

The platform is intended for compliance teams at wealth management firms, banks, credit unions and mortgage companies that are governed by many federal and state regulations.

According to the announcement, Nquiry was trained on 17 years of proprietary Ncontracts compliance data, verified by former regulators, attorneys and practitioners.

The platform also includes access to Compliance Concierge, a group of Ncontracts’ credentialed compliance experts who can review and validate AI-generated responses.

Advisor CRM Launches Beacon Assistant

Advisor CRM, an artificial-intelligence-powered customer relationship management platform for registered investment advisers, launched Beacon, a secure AI assistant integrated directly into the CRM platform.

Beacon, which is compatible with leading AI platforms, is fully integrated into Advisor CRM, enabling advisers to surface insights, uncover opportunities and make decisions without switching platforms or manually inputting data. It is also designed to produce customized deliverables, including client-ready PDFs, presentations, drafting reports and communications.

Advisers do not need separate LLM subscriptions to use Beacon and can choose a preferred LLM. To ensure client privacy, Advisor CRM and the LLMs do not retain or use any data for training, according to the announcement.

HFS Research Launches Data Intelligence Suite

HFS Research, a global research and advisory firm, debuted its HFS Data Intelligence Suite, a new set of proprietary intelligence assets. The suite includes a library of more than 1,800 real-world artificial intelligence deployments and intelligence on more than 1,500 global capability centers.

It also includes the Enterprise Mandate Index, built on more than 500,000 data points, which provides a data-driven view of enterprise priorities and investment trends, and the HFS / HEX Benchmark Suite, which delivers independent benchmarks for pricing and performance across services and technology engagements.

The HFS Data Intelligence Suite will formally launch on May 5, with demonstrations and previews already being offered to select enterprise leaders and early access provided to a subset of clients. The suite will be available to subscribers, with premium tiers and advisory add-ons for deeper engagement.

OneVest Offers Agentic Wealth OS With MCP

OneVest Technologies Inc. launched the OneVest MCP Server, which provides registered investment advisers and broker/dealers with secure, real-time, artificial-intelligence-powered access to live data, portfolio positions and pipeline activity in wealth management.

The server works with any MCP-compatible AI tool and can connect directly into a firm’s live data, pipeline and outstanding tasks.

Advisers can use their AI chatbot of choice and direct it to pull full client briefings, search their book of business, log a call or update a record through natural language. Operations teams can query live assets under management, track opportunity pipelines and generate custom reports without manual input.

The MCP server has no cross-firm data access, giving RIAs and broker/dealers required compliance posture without additional infrastructure.