Products & Services
AI Product & Service Launches - 5/18/2026
Hamachi partners with Modelist to deliver portfolio intelligence; Altvia connects private markets data to firm tools; OneStream releases blueprint for CFOs leading enterprise AI; and more.
Reported by Valentina Baez
Hamachi Partners With Modelist on Portfolio Intelligence
Hamachi.ai, an artificial-intelligence-powered wealth intelligence platform built for investment advisers and asset managers, partnered with Modelist, a model portfolio provider.The partnership enables Modelist to bring model portfolio insights directly into the Hamachi platform through specialized AI bots to registered investment advisers.
These bots allow advisers to engage with portfolio positioning, market outlooks and underlying investment rationale within a workflow designed specifically for wealth management.
Advisers can access the integration directly within the Hamachi platform, where users can engage with Modelist bots tailored to the firm’s custom model portfolios.
Altvia Connects Private Markets Data to Firm Tools
Altvia, an engagement platform for alternative investment firms, announced model context protocol support in its integration platform, connecting private markets data to artificial-intelligence-powered tools. MCP, the open standard introduced by Anthropic, enables firms to use whichever AI tool their team already trusts with live Altvia data.
The platform’s core workflows are available across three domains central to alternative investment operations: fundraising and investor relations, deal sourcing and fund and portfolio data.
OneStream Releases Forward Finance Blueprint for CFOs Leading Enterprise AI
OneStream, an artificial intelligence operating system, released a new model, Forward Finance. The blueprint defines how teams use AI, trusted data and financial information technology to guide decisionmaking, embed insight into day‑to‑day operations and build teams.The blueprint offers steps finance leaders can take to accelerate progress and future-proof functions.
Forward Finance is built on five core dimensions, expressed through leadership personas:
- Data steward, ensuring figures are auditable;
- AI strategist, building foundational maturity through workflows, data governance and clear KPIs;
- Chief operator, ensuring decisions are anchored in commercial reality, strong governance and measurable impact;
- IT collaborator, ensuring finance and IT teams collaborate on a digital agenda; and
- Workforce architect, incorporating AI into talent strategies, from recruitment to role design.
Chronus Unveils ‘Mentor’ Rumi
Chronus, an enterprise mentoring and employee community platform, debuted Rumi, an artificial-intelligence-powered “mentor,” at the ATD 2026 International Conference & Exposition. Rumi, while not designed specifically for financial advising professionals, is built to work alongside humans and provide developmental support. Rumi is intended to give employees timely guidance through AI tools they already use, including Slack, ChatGPT and Claude. It
combines mentoring intelligence with roleplay and guided reflection capabilities to help employees navigate workplace challenges.
Unlike general-purpose AI tools that operate without workplace context, Rumi is informed by mentoring relationships, skills intelligence, learning history, workforce goals and organizational relationship data. Combined with Chronus’ deep behavioral science expertise and proprietary IP around intrinsic motivation, Rumi delivers actionable guidance to employees and organizations.
FinTurk Launches Adviser-Built CRM
FinTurk, an artificial-intelligence-powered customer relationship management tool for financial advisers, officially launched and partnered with Chicago Partners Wealth Advisors, a registered investment adviser. Chicago Partners has more than 50 advisers managing more than $8 billion in assets for high-net-worth clients.Founded by CEO Mitchell Bratina, FinTurk was built to replace legacy CRM systems, deliver more personalized client experiences, reduce administrative burden and combine portfolio management. The CRM’s AI infrastructure generates client insights, proactively recommends tasks and automates manual work, including meeting preparation and note-taking, automated client reviews, portfolio tracking, household-level views and end-to-end workflows.
Chicago Partners transitioned to FinTurk in the first quarter of 2026 and will serve as FinTurk’s first enterprise customer. The firm also serves as an active design partner, shaping FinTurk’s ongoing product development.