The all-in-one know-how platform supplier Advyzon introduced this week an integration with different investments platform iCapital.
This may initially embrace integrating iCapital’s knowledge 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 middle 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 corporations and enterprises serving UHNW shoppers, 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 is going to run on Nasdaq’s Ocean platform, permitting advisors to proceed buying and selling after common market hours from Sunday by way of Thursday, 8 p.m. EST to 4 a.m. EST, with plans to increase availability sooner or later. Whereas it nonetheless awaits SEC approval (FINRA has granted it), the workforce 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 know-how supplier this week introduced it had delivered greater than 110 enhancements—most based mostly on advisor suggestions or requests—up to now 12 months to intelliflo redblack, the corporate’s award-winning rebalancing and buying and selling know-how (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 different investments platform Opto Investments, joined Vise as its chief authorized officer and normal counsel. He’s spent his three-decade profession in authorized roles throughout numerous fintech corporations, together with normal 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 Expertise.
