AI Product & Service Launches – 10/19/2026

PlanSource Launches an AI-Powered Benefits Assistant

PlanSource Benefits Administration Inc. launched Benefits Agent, an artificial-intelligence-powered assistant designed to help employees understand and manage workplace benefits. The tool can answer questions about benefits coverage and eligibility, and it can assist with tasks such as updating coverage, uploading documentation and managing beneficiary information.

According to the company, the assistant uses employee-specific benefits information to provide guidance based on a worker’s coverage and circumstances. PlanSource intends the tool to be part of its broader effort to automate benefits administration processes for employees and human resources teams.

FinTurk Partners With Fiduciary Check

FinTurk Inc., a customer relationship management platform for financial advisers, is providing discounted access to Fiduciary Check, an adviser verification network.

The CRM platform includes client relationship management, workflow automation, meeting preparation, task management, portfolio management, and email and calendar integrations. FinTurk also offers an artificial-intelligence-powered assistant named Finn, which helps advisers prepare for meetings, review client information and manage daily tasks.

Fiduciary Check members will receive discounts of up to 44%, depending on membership tier.

Capitalize Introduces Agent for Retirement Account Transfers

Capitalize Money Inc. introduced Liza AI, a tool designed to assist with 401(k) rollovers and other retirement account transfers.

According to the company, Liza AI can help customers locate retirement accounts, verify transfer information and navigate the rollover process. The tool can also process documents and transactions, identify exceptions requiring additional review and route tasks to staff for approval.

According to Capitalize, Liza AI is built on data from the retirement transfer platform and includes controls intended to support compliance, accuracy and human oversight of automated processes.