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Technology > Marketing Technology

Kestra Adds to Platform, Speeds Up Onboarding Process

By Ginger Szala

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(Image: Shutterstock)

Kestra Financial, an independent advisor platform, has upgraded its technology on several levels, it announced today. This includes a redesign of its proprietary technology, AdvisorComplete, which acts as a hub for advisor activities.

The upgrade on AdvisorComplete allows advisors to customize their experience with menus, widgets and landing pages that can include content specific to their business. It also includes 370 pages of informational material and self-service content and a new search engine. The company says the platform is speedier, 70% faster than the older version.

Stepping up in cybersecurity, the company has added an Entreda security agency, which will “complement” not replace the antivirus, anti-malware or encryption software already in place. This will work “behind the scenes” addressing more than 2,000 unique vulnerabilities the technology team identified.

Also, advisors will be able to text — compliantly — through a mobile application developed by CellTrust.

With last year’s eMoney integration that aided advisors with a document vault, Kestra also streamlined its client onboarding process, which it says reduces the transition process and physical paperwork by about 80%.

“As part of our technology enhancements, we collected feedback from hundreds of advisors to design an integrated, customized system that would improve the day-to-day advisor experience, staring from onboarding on day one,” said Kevin Witt, chief technology officer, in a statement.

— Related on ThinkAdvisor:

Ginger Szala

@gingerszalaink

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