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UBS Adds BNY Mellon Model Portfolios to Platform: Tech Roundup

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What You Need to Know

  • BNY Mellon Investment Management launched model portfolios developed specifically for UBS Wealth Management clients.
  • Hightower partnered with Tifin Wealth’s Tifin Clout division to serve as its personalized digital marketing platform.
  • Invesco teamed with Cerulli Associates to launch a benchmarking index based on Cerulli data.

BNY Mellon Investment Management launched a suite of model portfolios developed specifically for UBS Wealth Management USA clients.

UBS clients can access BNY Mellon Investment Management’s Innovative Income Solutions’ suite of six model portfolios on UBS’ Access platform.

The offerings were designed to “adapt to market swings and help deliver more consistent results over time,” and they “can provide a foundation to help meet clients’ key income-generation goals, with disciplined risk mitigation,” BNY Mellon said. Each portfolio consists of active and passive investments.

Hightower Teams With Tifin Clout

Hightower partnered with Tifin Wealth’s TIFIN Clout division to serve as its personalized digital marketing platform, a pact that will enable Hightower advisors to “drive more leads and referrals, accelerate conversions and build trust with both clients and prospects through effective, measurable marketing campaigns,” the companies said in a joint announcement on Tuesday.

The Tifin Clout platform will support Hightower advisors in moving clients and prospective clients “through all the steps of the client journey,” the companies said.

Tifin Clout uses artificial intelligence and human understanding to track clients and prospects “through the buyer’s journey and deliver meaningful growth outcomes,” they said.

The platform has two-way integration with Salesforce, email and social media platforms that will enable Hightower to improve collaboration and measurement.

Riskalyze Launches Command Center

Riskalyze launched the Command Center app for growing wealth management firms.

Command Center enables advisors to see which accounts have inappropriate investments, concentrated positions or are out of alignment with their targets, the company said.

The new app is available for advisory firms large and small, and empowers advisors using “best-of-breed compliance and firm configuration,” Riskalyze said.

Invesco Partners With Cerulli

Asset management firm Invesco teamed with Cerulli Associates to launch the Practice Innovation Index, a digital analytic tool that they said “benchmarks key traits and characteristics of financial practices across four key areas.”

Those key areas are business development, wealth management, client service and practice management, the firms said.

The benchmarking methodology “leverages more than ten years of Cerulli survey data to analyze where a practice ranks among peers and provides a customized roadmap designed to help them expand their businesses,” according to the companies.

3 Patents Awarded to iCapital

ICapital announced it was awarded three patents for technological advances in data security within the alternative investing process.

The new patents are 11,232,23111,222,140 and 11,216,590, the company said. noting they collectively “allow asset and wealth managers to generate and share investment documents containing confidential information without providing sensitive client data to third parties.”

Skience Announces New Clients

Financial services solution provider Skience announced that it added Compound Advisors, SEIA, Sentinel Benefits, PAX and Relation Insurance as clients.

The augmented Skience platform combines features designed to solve the day-to-day problems experienced by wealth managers.

Recent enhancements to the platform include SkienceONE, a customizable, out-of-the-box application for RIAs that was part of an implementation partnership with Incedo, a wealth management digital transformation firm.

(Image: Shutterstock)