For more stories like this, sign up for the PLANADVISERdash daily newsletter.
AI Product & Service Launches – 9/21/2026
Smarsh adds agent, MCP server; Trading Central launches MCP server; and Evergreen Wealth CEO launches Evergreen.ai.
Smarsh Adds AskSmarsh AI, MCP Server to Platform
Smarsh, a digital communications data and intelligence company, launched a model context protocol server, a conversational artificial –intelligence-powered program called AskSmarsh AI and expanded agentic capabilities.
The Smarsh MCP Server is designed to provide a secure, policy-enforced connection between existing AI tools and Smarsh’’s communications intelligence data. Compliance teams will be able to query archived information, surface insights and perform workflows without exporting data, bypassing permissions or rebuilding governance controls, according to the announcement.
Trading Central Launches MCP Server For Financial AI Agents, Chatbots
Trading Central, an artificial-intelligence-powered financial market research and analytics company, launched a model context protocol server to grant clients access to real-time, proprietary, licensed market research in a structured, machine-ready format.
Trading Central’s AI solutions are designed to avoid the risks of exposing account holders to unlicensed content or responses based on unvetted sources.
Evergreen Wealth CEO Launches Evergreen.ai
Bill Harris, founder and CEO of Evergreen Wealth and former CEO of PayPal, Intuit, and Personal Capital, launched Evergreen.ai, an artificial-intelligence-powered financial advice app. The Evergreen.ai app is available as an on-demand service.
Evergreen.ai includes financial calculation tools such as mortgage calculators; comparisons of renting versus buying property; retirement account tools including 401(k)s, individual retirement accounts, Roth IRAs and Roth conversions insight; college savings management; and tax strategies including tax-loss harvesting and charitable giving.
The platform can provide answers in multiple formats, including text, tables, charts and interactive calculations.
Evergreen.ai is offered by Evergreen Wealth Advisors and is free through January 1, 2028, for consumers who register during the beta period.
You Might Also Like:
Products & Services Launches – 9/17/2026
AI Use Surges Among DC Advisers, Consultants, per T. Rowe Price
AI Brings Gains for Time Management, but More Mistakes, Too
« Lawmakers Demand Investigation of DOL Alts Rule’s Alleged Fake Commenters

