The all-in-one expertise platform supplier Advyzon introduced this week an integration with different investments platform iCapital.
It will initially embrace integrating iCapital’s information and fund exercise into Advyzon’s portfolio reporting platform (together with single sign-on from Advyzon to iCapital). On the long run roadmap will probably be entry to iCapital’s doc heart from inside Advyzon’s doc vault, which might allow advisors utilizing Advyzon CRM to obtain alerts that embrace capital calls or subscription updates proper on their dashboard.
Additionally upcoming: the identical integrations will probably be accessible in Advyzon Auria, a brand new platform supposed to be used by single-family places of work, multi-family places of work and different advisory companies and enterprises serving UHNW purchasers, that’s set to roll out someday within the first quarter of 2025.
Bruce ATS, an after-hours buying and selling system from Apex-Nasdaq coming
Apex Fintech Options and proprietor Peak6 Investments have introduced a collaboration with Nasdaq to construct out an in a single day buying and selling system known as Bruce ATS. It would run on Nasdaq’s Ocean platform, permitting advisors to proceed buying and selling after common market hours from Sunday by Thursday, 8 p.m. EST to 4 a.m. EST, with plans to broaden availability sooner or later. Whereas it nonetheless awaits SEC approval (FINRA has granted it), the staff behind it anticipates it ought to grow to be accessible on the finish of January 2025.
Intelliflo Delivers Extra Than 110 Tech Updates
Regardless of its being utilized by greater than 30,000 advisors across the English-speaking world (U.S., UK and Australia), intelliflo should still not be a family identify for advisors stateside. It’s Invesco’s rebrand of the agency’s monetary recommendation functions. The expertise supplier this week introduced it had delivered greater than 110 enhancements—most primarily based on advisor suggestions or requests—prior to now 12 months to intelliflo redblack, the corporate’s award-winning rebalancing and buying and selling expertise (it gained WealthManagement.com Trade Awards in 2022 and once more this 12 months). Amongst these enhancements was the launch of its new wash sale detection functionality in October.
Kamal Jafarnia, Opto Co-Founder, Joins Vise
This week, Kamal Jafarnia, co-founder of other investments platform Opto Investments, joined Vise as its chief authorized officer and common counsel. He’s spent his three-decade profession in authorized roles throughout varied fintech companies, together with common counsel at Artivest, the place he led the corporate’s acquisition by iCapital in 2020. He’ll proceed to work with Opto as an advisor.
Kirsten Knull joins AcquireUp
Many advisors could also be unfamiliar with AcquireUp, a seminar and occasions advertising and marketing firm that serves advisors and insurance coverage brokers. The identify represents a current merger of three different manufacturers: White Glove, Purchase Direct and LeadJig. This week, Kirsten Knull joined as the corporate’s chief income officer and can lead gross sales there; she could also be acquainted to advisors as she was nationwide gross sales supervisor at monetary planning software program supplier Envestnet MoneyGuidePro a number of years in the past. She most lately served as CRO at Draiver and has labored for Capital One and Unboxed Know-how.
