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.
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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.