Product & Service Launches – 11/6/2025

AE Wealth Management Reveals AE Private Exchange

AE Wealth Management LLC unveiled AE Private Exchange, a private markets platform powered by CAIS.

The platform offers AE advisers a selection of alternative investments, including private equity, real estate, private credit, hedge funds, structured investments and other non-traditional asset classes.

AE Private Exchange provides due diligence, home office oversight and educational resources to advisers, according to the firm’s announcement.

Benegames Launches MaxHSA

Benegames Inc. launched MaxHSA, a gamified digital loyalty program that allows users to earn funds for their health savings accounts.

The platform allows users to automatically contribute to their HSAs by rounding up to the next dollar on everyday purchases like gas and groceries when shopping with participating merchants, with the difference going into their HSA, or to earn rewards for referring new members to the platform. MaxHSA also offers HSA education, guidance and goal-setting to support users’ financial goals.

CWAN Introduces AI Platform

Clearwater Analytics Holdings Inc., an investment management technology company, announced on Wednesday the deployment of CWAN GenAI, an embedded generative artificial intelligence platform built on Amazon Web Services.

CWAN GenAI supports more than 800 AI agents that work in tandem with investment professionals. The platform, which support  $10 trillion in client assets, automates data-intensive tasks and helps with reconciliation, reporting, portfolio analysis and client communications.

“CWAN’s agentic workflow architecture, built on AWS, demonstrates how modern investment platforms can scale while maintaining institutional-grade security and compliance standards,” said Brian Cassin, AWS’s capital markets leader, in a statement. “By enabling real-time data processing, low-latency model orchestration, and encrypted model execution at institutional scale, CWAN can compress their data cycles (from 30 days to 24 hours), allowing their expanded customer base to identify issues and make decisions with speed and confidence.”