Microsoft added three features for financial professionals to Excel Copilot: skills, plans and external data integration. Skills let users define processes Copilot will perform in Excel, while plans show a task list before Copilot changes spreadsheet data and allow users to approve or revise actions. After completion, change links appear in chat and AI edits are displayed with human edits. Copilot can also pull in external data from third-party platforms.

Asset manager Bitwise is adding cryptocurrency model portfolios to retail investing app Parrot Finance, shifting its crypto asset-allocation strategy from an advisory product to a consumer interface. The partnership offers users broad crypto exposure, themed strategies, monitoring and rebalancing. Parrot says it is an SEC-registered investment adviser and offers linked brokerage accounts and algorithm-based allocations. It is not yet clear whether the launch has led to new inflows or how much client money will shift.