Apex
Apex Advisor Options, which is a part of Apex Fintech Options, has launched Apex Astra, a brand new consumer interface, or UI. Apex Astra is designed for advisors “to take management of their innovation and consumer onboarding, information, and repair,” in accordance to the agency. It may be built-in with instruments for rebalancing through fractional buying and selling, digital consumer onboarding with automated account opening, and the usage of AI via superior third-party overlays.
CAIS
The supplier of an alternate funding platform for impartial advisors lately introduced the beginning of its training program, CAIS Reside, which incorporates one-day, in-person occasions in 2024 in Atlanta; Boston; Charlotte, North Carolina; Chicago; Dallas; Denver; New York; Seattle and Washington, D.C. It additionally will host its yearly convention in October in Los Angeles.
eMoney
Enhancements are set to be rolled out to eMoney Advisor’s monetary planning platform all through 2024 to enhance extra collaborative planning between advisors and shoppers. T3 attendees can check out the redesigned consumer portal, which is able to “endure a big facelift — beginning with the discharge of the My Advisor web page in Q1,” the agency stated in an announcement.
Haven Tower
The communications agency Haven Tower Group has rolled out Haven Mark Companions, a advertising options platform for wealth managers and associated companies. The efforts mix the agency’s in-house advertising and challenge administration workforce with “pre-vetted and punctiliously curated third-party options suppliers … [to] assist shoppers … implement high-impact advertising experiences” and model methods that “incorporate “the most effective parts of profitable know-how, shopper and broader monetary providers campaigns,” it stated.
TIFIN
Fitech platform supplier TIFIN is spinning off TIFIN AG, an AI-driven platform designed to assist advisory corporations develop their belongings. It additionally appointed business veterans Rajini Kodialam and Brian Carlin as board members; Kodialam based E-3 know-how companions and co-founded Focus Monetary Companions, whereas Carlin previously was CEO of J.P. Morgan Personal Capital and J.P. Morgan Wealth Administration Options.
Vanilla
Property-planning software program maker Vanilla has added the primary iterations of a number of new options to its platform: VAI Chat, collaborative onboarding and the expanded availability of its doc builder resolution, together with the choice of working instantly with a regulation agency. VAI Chat, as an example, is an AI-powered assistant designed to “simplify property planning for wealth planners, advisors and their shoppers,” based on the agency.
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