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HomeLife InsuranceFintech Consultancy Intention.ly Buys C-Suite Social Media: Tech Roundup  

Fintech Consultancy Intention.ly Buys C-Suite Social Media: Tech Roundup  


The expanded pact was designed to “automate and convey new efficiencies to the choice funding doc and information workflows inside SEI’s Archway Platform,” the companies stated.

The Archway Platform is delivered by SEI Household Workplace Companies, a supplier of expertise and technology-enabled service choices to household places of work, monetary establishments and the ultra-high-net-worth purchasers they serve.

“SEI Household Workplace Companies will leverage Canoe’s industry-leading options doc assortment and information extraction applied sciences for his or her outsourced service purchasers, enhancing SEI Household Workplace Companies’ means to scale its operations and ship distinctive worth to their end-clients who spend money on various property,” the businesses stated.

Since 2020, the companies have labored collectively to ship various funding information extra precisely and effectively from Canoe to the Archway Platform for mutual purchasers.

That integration has “empowered customers of each techniques to seamlessly enter, monitor, and report on various funding information as part of their holistic wealth image,” they stated.

Nice Valley Advisor Group Selects Pontera

Nice Valley Advisor Group, a technology-driven, full-service hybrid RIA, introduced Monday that it partnered with fintech agency Pontera to permit advisors to handle and commerce their purchasers’ retirement property throughout all accounts, together with held-away property together with 401(okay)s and 403(b)s.

Advisors can affiliate with GVA by becoming a member of the RIA, utilizing its workplace of supervisory jurisdiction (OSJ), or via a hybrid mannequin, it famous.

GVA’s latest acquisitions, U.S. Monetary Advisors and Gaines Monetary Group, have constructed upon its rising advisor community that it says now contains 40 places of work throughout the U.S. with a complete of 135 advisors, collectively managing over $6 billion in property throughout its advisory and brokerage companies.

GVA’s advisors can use Pontera’s platform to securely handle, view, report, supervise and invoice on 401(okay), 403(b) and different held away accounts in a compliant method, the hybrid RIA stated.

Pontera’s expertise supplies GVA advisors with a “extra full image of a consumer’s monetary state of affairs, in addition to the power to personal the execution of funding methods, guaranteeing a extra coordinated asset administration technique,” based on GVA.

(Pictured: Kelly Waltrich, CEO and co-founder of Intention.ly, left, and C-Suite Social Media CEO Tina Powell.)

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