Thursday, November 24, 2022
HomeLife InsuranceFintech Consultancy Intention.ly Buys C-Suite Social Media: Tech Roundup  

Fintech Consultancy Intention.ly Buys C-Suite Social Media: Tech Roundup  


The expanded pact was designed to “automate and convey new efficiencies to the choice funding doc and information workflows inside SEI’s Archway Platform,” the companies mentioned.

The Archway Platform is delivered by SEI Household Workplace Providers, a supplier of know-how and technology-enabled service choices to household workplaces, monetary establishments and the ultra-high-net-worth purchasers they serve.

“SEI Household Workplace Providers will leverage Canoe’s industry-leading options doc assortment and information extraction applied sciences for his or her outsourced service purchasers, enhancing SEI Household Workplace Providers’ capability to scale its operations and ship distinctive worth to their end-clients who put money into different property,” the businesses mentioned.

Since 2020, the companies have labored collectively to ship different funding information extra precisely and effectively from Canoe to the Archway Platform for mutual purchasers.

That integration has “empowered customers of each programs to seamlessly enter, monitor, and report on different funding information as part of their holistic wealth image,” they mentioned.

Nice Valley Advisor Group Selects Pontera

Nice Valley Advisor Group, a technology-driven, full-service hybrid RIA, introduced Monday that it partnered with fintech agency Pontera to permit advisors to handle and commerce their purchasers’ retirement property throughout all accounts, together with held-away property together with 401(ok)s and 403(b)s.

Advisors can affiliate with GVA by becoming a member of the RIA, utilizing its workplace of supervisory jurisdiction (OSJ), or by way of a hybrid mannequin, it famous.

GVA’s latest acquisitions, U.S. Monetary Advisors and Gaines Monetary Group, have constructed upon its rising advisor community that it says now consists of 40 workplaces throughout the U.S. with a complete of 135 advisors, collectively managing over $6 billion in property throughout its advisory and brokerage companies.

GVA’s advisors can use Pontera’s platform to securely handle, view, report, supervise and invoice on 401(ok), 403(b) and different held away accounts in a compliant method, the hybrid RIA mentioned.

Pontera’s know-how supplies GVA advisors with a “extra full image of a consumer’s monetary scenario, in addition to the power to personal the execution of funding methods, guaranteeing a extra coordinated asset administration technique,” in line with GVA.

(Pictured: Kelly Waltrich, CEO and co-founder of Intention.ly, left, and C-Suite Social Media CEO Tina Powell.)

RELATED ARTICLES

LEAVE A REPLY

Please enter your comment!
Please enter your name here

Most Popular

Recent Comments