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Technology > Marketing Technology

Seven Group to Roll Out New Feature for Advisors: Tech Roundup

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Seven Group will roll out a new campaign feature on its financial advisor marketing platform in late August that will enable advisors to deploy campaigns directly from the platform, Alex Cavalieri, co-founder of the company, told ThinkAdvisor.

The new feature will also allow advisors to upload and manage their prospect lists, distribute multiple email campaigns and “understand the impact each one is having through our Campaign Performance dashboard,” he noted.

The content within each campaign “will tackle real-time market news, as well as tactical, foundational topics,” he said, adding that, as a result, advisors will be able to “understand the true impact of their marketing and content and understand what works with clients and prospects.”

The firm’s platform, unveiled in May, helps advisors create a marketing model that drives growth and lowers costs over time.

SS&C Expands Integrations With Schwab

SS&C Technologies announced new integrations for SS&C Advent’s Black Diamond Wealth Platform with Schwab Advisor Center.

The latest integration enhancements include: The ability for advisors to send management fees directly to Schwab with a few clicks; the ability for address changes to be digitally initiated within Black Diamond; the ability for advisors to create service requests for Schwab’s service teams and check the status of open cases directly from within Black Diamond; and the ability for advisors to place trades “faster, more efficiently, and with less risk of errors” directly from Black Diamond Rebalancer’s trading system, SS&C said.

PGIM Selects iCapital as Tech Partner

Prudential Financial’s PGIM Investments and iCapital Network announced a partnership in which iCapital will provide a customized technology solution to augment PGIM’s distribution and servicing capabilities.

“The partnership will support financial advisors and their high-net-worth clients, allowing them to more easily access PGIM’s real estate, private credit and other private alternative investment solutions,” the firms said in a joint announcement.

ICapital’s technology will provide a “seamless end-to-end alternative investing capability that includes automated subscriptions, administration, document management and reporting,” they said.

AssetMark Introduces Enhanced SBLOC Program

An enhanced securities-backed line of credit program powered by Supernova Technology is now available through AssetMark Trust, an integrated custodian on AssetMark’s platform.

The Cash Advantage Lending service now gives AssetMark Trust clients faster access to low-interest rate liquidity “supported by digital and streamlined securities-backed lending from origination through the life of the loan, creating new opportunities for financial advisors to expand their service offering to meet the evolving needs of their clients,” it and Supernova said in a joint announcement.

Essentia Analytics Launches Insight Enterprise

Essentia Analytics introduced Essentia Insight Enterprise behavioral analytics for investment teams.

The firm’s existing, flagship Insight is a combination of data analytics and specialist behavioral consulting that enables clients to identify the strengths and weaknesses in their investment processes.

“With the addition of Insight Enterprise, Essentia now delivers these analytics and services to teams of investment managers, with additional features and a price structure that significantly reduces the per-portfolio cost,” it said.

Enterprise was designed to serve teams of five or more equity strategies, and combines direct access to Essentia’s full suite of behavioral analytics with an a la carte pricing model for Insight’s services, it said.


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