AI Product & Service Launches – 10/26/2026

Zocks Expands Distribution Through 2 Partnerships

‍Zocks Communications Inc., an artificial intelligence platform for financial services, has partnered with LPL Financial Holdings Inc. and Founders Financial Securities LLC, expanding access to its adviser-focused AI tools across both firms.

Through its relationship with LPL, Zocks is now available to LPL’s more than 32,000 financial advisers and approximately 1,100 financial institutions.

With Zocks, LPL advisers can capture data and context from conversations. That information can sync across LPL’s WealthVision Premium financial planning tool and a connected customer relationship management tool and be included in

automated preparatory notes for client meetings.

At Founders Financial Securities, Zocks is now part of the TRU Enterprise OS technology suite available to all Founders’ member partners.

Modera Launches AI Financial Advice Platform

Modera Wealth Management LLC, a fee-only wealth management firm serving individuals, families, business owners and nonprofit organizations, launched Mira, a proprietary agentic platform powered by artificial intelligence.

Mira is designed to generate dynamic business insights for personalized financial planning and investment services. It will integrate data from Modera’s wealth technology, as well as metadata and content from the firm’s document management system.

Mira is designed to support the Modera’s acquisition strategy, as newly acquired firms can consolidate their data onto a common platform. Mira had been available internally since July to support day-to-day work.

Modera serves more than 6,300 clients in the U.S. and oversaw $20 billion in assets under advisement as of September 30. 

Domain Money Adopts Altruist’s Hazel

Domain Money Inc. has added Hazel, the artificial intelligence platform built by Altruist Corp. for financial advisers and wealth managers, to its technology suite for certified financial professionals.

The integration is designed to automate administrative work and assist CFPs with time efficiency and focusing on clients.

FinTurk Introduces FinBox, Unlimited AI For Financial Advisers

FinTurk Inc., which offers an artificial intelligence-powered client relationship management tool for financial advisers, introduced FinBox, a new AI-powered email management tool for client communications and daily workflows for registered investment advisers.

FinBox allows advisers to read, search, organize and respond to emails within the same workspace where they manage clients, tasks and portfolios.

Built on FinTurk’s native AI platform, FinBox also automatically drafts personalized responses using client account information, identifies important messages and suggests CRM updates or follow-up tasks.

All AI-generated responses and suggested actions remain subject to review and approval before execution.