YCharts Releases Agents for Financial Advisers, Asset Managers
YCharts, an investment research and client engagement platform, launched Y, a specialized artificial intelligence agent.
Built on Anthropic’s Claude for financial workflows, Y operates natively within the YCharts platform, with direct access to data, tools and report formats.
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It is designed to work on portfolio structures, fund metrics, screener logic, monitoring market conditions, surfacing commentary and executing scheduled reports.
For firms already using Claude or ChatGPT, the YCharts model context protocol server lets those tools connect to YCharts data directly.
Zocks Launches Client Query Platform for Advisers
Zocks Communications Inc., an artificial intelligence platform for financial services, launched Zocks Client Queries. The agentic AI product is expected to help advisers and enterprise firms identify untapped growth opportunities and unmet client service needs across their book of business.
In response to advisers’ specific questions, Client Queries provides assistance in customer service tasks with lists of clients matching certain criteria, including age milestones.
Wallace Finance Offers Custom Indexing, Tax Platform for Advisers
The registered investment adviser Wallace Finance Co. launched Wallace for Advisors, a unified investing, planning and tax platform built for wealth managers and registered investment advisers.
The platform brings custom direct indexing, automated tax-loss harvesting and planning together in a single, artificial-intelligence-driven platform that connects directly to a custodian of choice.
Wallace first launched its custom indexing platform for retail investors.
Benzinga Launches Institutional Portfolio Intelligence API
Benzinga, a provider of market intelligence and financial data APIs formally registered as Accretive Capital LLC, launched its institutional portfolio intelligence API. The new dataset is designed to help brokerages, fintech platforms, quantitative researchers and investor applications uncover signals hidden within hedge fund and institutional portfolios.
The dataset provides institutional holdings, capital flow trends, portfolio analytics and ownership intelligence across more than 11,000 U.S. equities and ETFs and incorporates newly filed 13F disclosures. It delivers portfolio intelligence covering more than 8,000 hedge funds and institutional managers representing more than $50 trillion in assets under management.
The dataset is designed for integration into brokerage platforms, portfolio research tools, screening applications, quantitative models and investor-facing experiences. It is available via API, WebSockets and flat file delivery.
