Product & Services Launches – 10/01/2026

Ascensus Launches Workplace-to-Wealth Platform

Ascensus launched its workplace-to-wealth platform, designed to help connect retirement savers with professional financial advisers.

The new platform is expected to provide participants with referral workflows and insights designed to link savers with their plan advisers. The tool is intended to create a more connected experience across workplace savings and personal wealth management, while preserving the trusted relationships between savers, advisers, employers and financial institutions.

Ascensus is also providing an artificial-intelligence-powered assistant that will help savers reach the adviser serving their plan when they need guidance.

As of August 30, Ascensus served more than 16 million plan participants and oversaw more than $1.3 trillion in assets under administration.

Libretto Releases Insights Hub for Financial Advisers

Libretto LLC, an advice platform for registered investment advisers and family offices, launched Libretto Insights, an educational hub featuring content and resources for financial advisers and wealth managers.

Libretto’s “Insights” page features educational articles, webinars, podcasts, videos, interviews, news and other content about financial planning and investing.

Originally designed to manage ultra-high-net-worth clients, Libretto compiles a client’s total assets, including private assets, liabilities and future inflows. It connects planning to portfolios and risk management, considering liquid investments and the client’s objectives and risks. Libretto’s financial planning topics include managing clients’ total wealth, working with ultra-high-net-worth clients and risk management.

Arch Extends AI Portfolio Monitoring to Pre-Investments

Arch, an artificial intelligence company for private markets, launched Arch Investment Research, extending its platform into pre-investment due diligence for investment teams at registered investment advisers, single-family offices and institutional investors.

Investment Research gives Arch customers the ability to analyze investments and to automate due diligence.

Investment Research is available as a stand-alone product or alongside Arch’s existing suite for alternatives data management, capital calls and reporting.