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February 02, 2023 at 10:29 AM
What You Need to Know
- Envestnet has integrated fintech firm Pontera’s retirement account management platform into the Envestnet
- Tamarac platform for advisors.
- Hearsay Systems enhances its Sites offering with new features and can now be configured to align with corporate branding and style guidelines and preferences.
- Docupace appointed Mike Zebrowski to serve as its chief operating officer.
Envestnet has integrated fintech firm Pontera’s retirement account management platform into the Envestnet | Tamarac platform for advisors, Pontera announced Wednesday.
Pontera’s technology platform enables advisors to trade and manage 401(k), 403(b) and other held-away retirement accounts.
With the new integration, advisors can plan, review and bill on employer-sponsored accounts in applications within the Envestnet | Tamarac platform, Pontera said. Advisors will also be able to incorporate clients’ retirement savings account balances into holistic views of their entire financial lives.
“We have a shared goal to help resolve a longstanding problem for retirement savers — the ability to have the entirety of their assets professionally managed by their trusted advisor,” Dani Fava, group head of product innovation at Envestnet, said in a statement.
“This integration enables advisors to manage 401(k)s on behalf of their clients and gives them the ability to include these accounts in their existing billing process,” she added.
Hearsay Sites Gets New Features
New features have been added to Hearsay Sites, the Hearsay Systems offering that allows advisory firms to manage website programs through a centralized platform.
With the additions, Sites now features a differentiated look that can be configured to align with corporate branding and style guidelines and preferences; fast and easy update capabilities; and greater visibility, allowing it to drive traffic and prioritize local discoverability with built-in search engine optimization, the company said.
Hearsay Sites makes it easy for advisors and agents to build a personalized, compliant online destination and manage website programs via a centralized platform, the company said.
Sites also enables users to engage with content and education materials, as well as promote webinars and in-person events while collecting RSVPs and leads directly from their websites, Hearsay said.
“In financial services, it’s a fact that a good website drives client acquisition and retention,” Alex Falls, chief product officer of Hearsay Systems, said in a statement.
“Sites is our response to what enterprise firms demand when it comes to flexible, custom websites for their largest teams — as well as standardized ones for their teams that need a turnkey offering,” he added. “By making it easy to build and maintain both types of sites on a single platform, we enable firms to uplevel marketing for all agents and advisors in a one-stop experience.”
More than 200,000 advisors and agents now use Hearsay’s platform, the company said.
