AI Product & Service Launches – 6/15/2026

BetaNXT Partners With DeepSee for Adviser, Client Retention

BetaNXT Inc., a wealth management technology provider, has partnered with DeepSee Inc., a company offering agentic artificial intelligence operations in financial services, to help wealth management firms address client and adviser attrition risk. The companies also launched RetainX, an artificial-intelligence-driven retention solution.

BetaNXT’s wealth management data foundation and processing will combine with DeepSee’s full-stack orchestration of financial operations. The partnership is expected to help firms surface signals, generate insights and respond to client and adviser needs.

RetainX is currently available to select BetaNXT clients. 

Janus Henderson Builds Investment, Client Tools With Percepta

Janus Henderson Group PLC, a global asset manager, announced its intention to build a suite of artificial intelligence tools to assist investors and clients in partnership with AI company Percepta, owned by General Catalyst LLC. Anthropic’s Claude serves as the AI model layer for these tools.

The suite includes Prism, a global client intelligence and engagement platform for Janus Henderson’s distribution teams, designed to help client-facing teams prioritize outreach, draw on internal and third-party data to understand client needs, and prepare personalized client communications.

It will also include Libros, an AI-native research management tool for Janus Henderson’s investment teams. Libros synthesizes the firm’s internal research alongside external research and public market data and is expected to help analysts and portfolio managers surface relevant signals faster.

Janus Henderson manages almost $500 billion in assets for 75 million clients worldwide.

DeepVest Introduces Firm-Level Governance Framework

DeepVest Inc., an artificial-intelligence-powered investment platform providing portfolio personalization for financial advisers, enacted a firm-level governance framework that allows CIOs, investment committees and compliance teams to define and control how AI agents operate across their organizations.

The framework is expected to enable firms to establish approved data sources, investment policies, approval workflows and output constraints that govern AI-generated analysis and recommendations. Investment teams can define how AI behaves before analysis is generated and ensure portfolio analysis and client-facing recommendations are aligned with firm-specific mandates.

The framework is now available as part of DeepVest Advisor Premium.

Tradeweb Launches Research Assistant for Institutional Credit Trading

Tradeweb Markets Inc., a global electronic trading platform across asset classes, launched the Tradeweb AI Research Assistant, a conversational, artificial-intelligence-powered assistant designed to help institutional U.S. credit market participants.

Embedded directly within the Tradeweb institutional platform, TARA lets users query trading activity, market flows, execution performance, liquidity conditions and pricing intelligence.

Following the launch of TARA’s platform-embedded pilot program for select U.S. credit clients in June, Tradeweb intends to continue its phased rollout throughout the summer, with broader availability for U.S. institutional credit clients expected in July. It will be available to clients trading global credit and global government bonds later this year.