bQuest, a support platform built to help caregivers and fiduciary advisors deliver vetted aging care-related services, has added generative AI search to assist and streamline the matchmaking process.
Called Navigator, the new tool enables users to search using conversational prompts that reflect family situations in plain language, allowing advisors to describe client circumstances, including cognitive decline, health challenges, urgency, geography, family dynamics, and emotional context.
The system applies AI-driven analysis to interpret situations and generate tailored shortlists of vetted providers, while explaining why each provider was selected.
The tool is integrated within the bQuest platform, enabling advisors to track evolving client needs, share curated provider recommendations, facilitate introductions to professionals, and maintain continuity within a single workflow.
“Navigator applies AI to structure a problem that has historically been unstructured and fragmented,” said Lauren Clough, co-founder and CEO of bQuest, which in September was awarded a WealthManagement Industry Award in the Specialized Planning category.
“By pairing AI with a curated provider ecosystem, we can reduce friction, provide clearer starting points, and bring speed, consistency, and confidence to decisions that most families are navigating for the very first time.”
Navigator is available now to advisors through the bQuest platform.
Agentic AI Engine Announced for Nitrogen Platform
Nitrogen introduced Nucleus, its agentic AI engine and unveiled upgrades to its AI-powered tax planning product at the 2026 Fearless Investing Summit this week.
Dan Zitting, CEO at Nitrogen, and Justin Boatman, chief product officer at Nitrogen, announced the Winter 2026 product release during the company’s keynote.
Nucleus operates as a workflow management tool within Nitrogen’s platform, allowing advisors to task the AI with setting risk targets, sending risk questionnaires, converting statements into portfolios, generating retirement income maps, drafting proposals, and preparing meeting talking points from within a client profile.
The AI engine operates within Nitrogen’s structured data environment, with advisor approval required before actions are executed, backed by SOC 2 and ISO-42001 compliance.
“With Nucleus, we’re moving beyond simple automation to agentic AI,” Boatman said. “It’s no longer just a brain; it has hands. Nucleus can be tasked with complex work across our suite…”
Nitrogen also added two new Report Elements to its Tax Center product, enabling advisors to generate client-ready PDF reports and illustrate the tax implications of portfolio transitions.
Nucleus will be available to all Nitrogen users at no additional cost, with beta access opening for Fearless Investing Summit attendees.
The company debuted Nitrogen AI, its generative AI virtual content assistant, in May of 2023 at the time of its post-Riskalyze rebranding.
Regulatory Tech Company 4CRisk.ai Acquired by CUBE
CUBE, a global provider of automated regulatory intelligence, announced it has acquired the Silicon Valley-based RegTech company 4CRisk.ai to expand its AI-powered compliance and risk platform.
Terms of the transaction were not disclosed.
The acquisition adds 4CRisk’s agentic AI technology, which maps regulatory obligations directly to controls, policies, procedures and risks across corporate regulatory domains, including cyber, AI, privacy, labor laws and ESG.
Founded in 2019, 4CRisk developed a platform using proprietary Specialized Language Models trained on regulatory compliance sources, delivering results far faster than manual processes. The company’s AI compliance CoPilot, Ask ARIA, automates policy and procedure mapping to regulatory requirements at granular levels.
“4CRisk extends our reach in adjacent corporate regulatory domains and enables our RegPlatform customers to move from understanding regulatory changes to fully automating the mapping to internal governance frameworks,” said Ben Richmond, founder and chief executive officer of CUBE.
According to the company, the acquisition strengthens CUBE’s ability to deliver automated compliance solutions, complementing existing capabilities in regulatory compliance, operational risk and regulatory change management. The 4CRisk team, based across the U.S., India, and the U.K., will join CUBE’s global team of AI engineers and regulatory experts.
Backed by Hg (advisors may recall the firm taking a majority stake in Nitrogen during its 2021 recapitalization), CUBE completed the acquisition of Thomson Reuters’ Regulatory Intelligence and Oden businesses units in January 2025 and now serves more than 1,000 customers globally across financial services and adjacent industries.
Expanded Orion, DPL Integration
Orion and DPL Financial Partners have announced an expanded integration that embeds three annuity comparison and analysis tools directly into Orion Connect, giving advisors access to commission-free insurance solutions within their core workflow.
The partnership addresses a longstanding challenge: annuities operating outside advisor workflows, forcing advisors to manage separate systems and manual processes to evaluate and implement solutions.
The DPL offerings available through Orion Connect include an Annuity Comparison Calculator for evaluating existing client annuities against low-cost alternatives, a Guaranteed Income Analysis tool for identifying solutions that meet specific retirement income needs, and a Multi-Year Guaranteed Annuities Marketplace for comparing commission-free products.
The tools use DPL’s rules-based engine and product database to provide recommendations that match client goals and enable a digital application process. DPL supports advisors with insurance-licensed agents, so investment advisor representatives don’t need to hold licenses or FINRA registration.
The announcement builds on an existing partnership that established annuity data integration between the platforms. Orion and DPL will host a webinar March 31 featuring a demo of the embedded technology.
DPL administers more than $5.8 billion in assets from 8,500 RIA firms serving over 19,000 advisors. Orion services $5.8 trillion in assets under administration and $133 billion of wealth management platform assets.
Independent Broker/Dealer United Planners Standardizes on Hamachi.ai
United Planners has selected Hamachi.ai as its first enterprise AI partner, making it the first independent broker/dealer to formally adopt the platform at the enterprise level. The partnership brings compliant generative AI to United Planners’ national network of advisors with enterprise governance and patent-pending data-protection controls.
Hamachi, the self-funded, AI-driven communications startup, was launched in October by long-time Orion CEO Eric Clarke, Redtail founder and CEO Brian McLaughlin, and two other former Orion executives.
Under the agreement, United Planners has begun a phased introduction of Hamachi’s platform with advisors as part of a structured testing and feedback program. The initiative supports compliant email drafting, AI-assisted client communication and an advisor chatbot built for regulated wealth management workflows.
As adoption expands, Hamachi will serve as the firm’s approved AI environment, and advisors seeking to use OpenAI or other external AI tools for business purposes will be required to do so through Hamachi’s compliant framework. Broader availability and additional integrations are planned for 2026.
Hamachi’s patent-pending architecture for personally identifiable information redaction prevents sensitive client information from being transmitted to external models. The platform includes SEC- and FINRA-aligned guardrails, firm-specific policy controls and centralized auditability.
The platform integrates directly with Outlook and supports enterprise supervision, audit logs, and a multi-model architecture designed for accuracy and stability in regulated use cases.
