WealthStack Roundup: bQuest Adds AI Search Tool

Group 1 - bQuest has introduced a new generative AI search tool called Navigator to assist caregivers and fiduciary advisors in delivering aging care-related services [1][2] - Navigator allows users to search using conversational prompts that reflect family situations, enabling tailored shortlists of vetted providers based on various client circumstances [2][3] - The tool is integrated within the bQuest platform, allowing advisors to track client needs, share recommendations, and maintain workflow continuity [3][4] Group 2 - Nitrogen has announced its agentic AI engine named Nucleus, along with upgrades to its AI-powered tax planning product during the 2026 Fearless Investing Summit [5][6] - Nucleus functions as a workflow management tool, enabling advisors to automate complex tasks such as setting risk targets and generating retirement income maps [6][7] - The AI engine operates within a structured data environment, requiring advisor approval for actions, and is compliant with SOC 2 and ISO-42001 standards [6]