Candidly Releases Trump Accounts Guidance
Candidly, an artificial-intelligence-powered financial guidance platform, debuted six new tools within its Candidly Intelligence Center, including guidance related to Invest America accounts, the children’s investment accounts created by the One Big Beautiful Bill Act and commonly referred to as Trump Accounts.
The Invest America accounts tool is designed to help users determine eligibility, evaluate contribution amounts and assess employer contribution options based on financial circumstances.
Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
The additional tools focus on retirement planning, account management, budgeting, employee benefits and employer-sponsored equity plans. Each can be deployed individually or combined with others.
The tools provide strategies and analysis on topics such as employer matches, Roth contributions, withdrawal planning, 529 plans, health savings accounts, enrollment decisions and tax treatment. All six tools will be available at the end of the month through Candidly’s model context protocol gateway and API.
OakPath Releases Personal Coach ‘Aggi’ for Retirees
OakPath Inc. launched Aggi, an artificial-intelligence-powered personal coaching interface designed specifically to help aging consumers plan for and navigate retirement.
According to the announcement, Aggi uses conversational interactions to identify user goals and provide information and resources related to finances, healthcare, housing and community engagement. The platform can also connect users with human support through an Aggi Concierge service for assistance completing tasks.
Aggi also provides Medicare information, exercise recommendations and referrals to financial advisers.
Vestmark Opens AI Research Center
Vestmark Inc. opened the Vestmark Center for AI Research and Development in Boston. The CARD will support engineering, product development and research efforts related to artificial intelligence and software used in wealth management, according to the announcement.
Areas of focus include portfolio management, trading, tax optimization and adviser workflows.
Vestmark Inc.’s technology supports more than $2 trillion in assets, more than 5 million investor accounts and more than 72,000 financial advisers.
