Envestnet Introduces New Retirement Plan Solutions for Advisors: Tech Roundup

Seven Group Launches Campaign Feature

Seven Group has launched new campaign functionality allowing advisors to deploy customizable, out-of-the-box email campaigns directly from the platform.

This marks the “official rollout of the feature,” Alex Cavalieri, co-founder of Seven Group, said Wednesday. “We ended up testing it with a small group before the official rollout and built out another aspect to it which took a few months,” he noted.

Cavalieri told ThinkAdvisor about the feature in August.

Advisors now have the “ability to upload and manage multiple lists,” he explained. “Before it was two lists,” but now advisors can “segment out their lists and upload five,” he said. Advisors can also now “easily download all of the content for compliance — pre-packaged documents that are ready for submission,” he noted, adding they can also now insert their own custom links in each email.

LaSalle St. Introduces Growth Acceleration Platform

LaSalle St. has rolled out a Growth Acceleration Platform for financial institutions-based wealth management programs.

The new platform was “designed to assist financial institutions in expanding and fully leveraging the potential of their wealth and investment management capabilities, thereby growing those lines of business and supporting each institution’s overall strategic goals,” the family of wealth management firms encompassing independent broker-dealer and RIA platforms said Wednesday.

The Growth Acceleration Platform offers banks, credit unions and their financial advisors features including:

• Extensive training and onboarding assistance to educate new financial professionals on LaSalle St.’s services.
• Ongoing support from LaSalle St. in all aspects of practice management and business development.
• On-demand support for institutions’ leadership teams on structuring advisor compensation and incentives.
• Support and guidance for institutions seeking to launch wealth management capabilities for the first time, including assistance in determining whether to hire advisors or outsource wealth management functions to third-party independent advisors.
• Support for independent advisors who wish to partner with banks or credit unions to provide wealth management services to the institutions’ customers.
• Access to LaSalle St.’s GuideTrack technology-enabled financial planning platform.

Skience Hires Ex-Riskalyze Exec

Wealth management sector cloud service provider Skience has appointed Kyle Van Pelt, a former Riskalyze and SS&C Advent executive, to serve as executive vice president, sales.

Van Pelt’s responsibilities include leading the Skience sales team, “accelerating revenue and contributing to the company’s marketing and business strategies,” it said Tuesday.

Skience works with broker-dealers and RIAs across the U.S. to help firms “unify their technology, increase productivity and position themselves and their advisors to give clients a top-notch service experience,” it says.

Its “flexible Skience platform helps wealth management firms extend their capabilities and increase their efficiency using a broad array of automated solutions and integrations,” it adds.