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WealthStack Roundup

This week eMoney announced updates to its marketing platform, a CTO for Carson Group, Skience Surveillance Solution rolled out, and an integration between Advyzon and SSG.

eMoney Advisor announced the launch Wednesday of some new features for its digital marketing and engagement tool called Bamboo.

The most significant of them for many advisors is an integration with the popular Redtail customer relationship management platform, which will enable advisors to more easily manage contact communications within Bamboo. Using the integration, advisors can now import contacts and groups for email outreach and track correspondence from Bamboo within Redtail.

Two additional enhancements announced include email scheduling (providing the ability to set up emails for sending at a later date) and customizable branding (allowing advisors to add their firm’s logo and branding on content).

The company shared some of its 2022 vision and planned road map in November, which include addition of “Smart Content” on Bamboo, dynamic real time linkages between financial planning and third-party investment management applications, as well as continued improvements to its Incentive application.

In other eMoney news, head of product Jess Liberi is departing the company after eight years for a role running advisor technology at the Fidelity mothership.

And speaking of staff additions…


Carson Group adds first CTO

Nimesh Patel has been hired to fill the newly created role of chief technology officer at Carson Group. He is something of a CTO veteran, having held the role at technology companies in several sectors, including health care. Within the wealth management industry he most recently spent almost two years at Cresset.


Surveillance platform launched by Skience

Consulting and technology provider Skience launched Tuesday what it calls simply its Surveillance Solution. According to an announcement, the platform offers household, client and account-level information in addition to 12 months of historical exceptions data. It also has a single trade blotter and account blotters that integrate data from multiple sources, including clearing, custodial and direct accounts.

In November, the firm launched an SEC-compliant document repository called Skience Safe as well as an integration with Redtail and in May rolled out a tech hub called SkienceONE.


Advyzon integrates with SSG

Technology platform provider Advyzon announced Tuesday a partnership with Shareholders Service Group, a custodian and provider of brokerage services to more than 1,600 RIA firms. Through the integration, advisors on SSG’s platform will have access to their clients’ holdings, balances, documents and more within Advyzon’s cloud-based platform.

The Advyzon platform combines portfolio management, customizable performance reporting, trading and rebalancing, client web portals, client relationship management (CRM), client billing and document storage.





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