C.J. Lawrence Named to PSN Top Guns List of Best Performing Strategies

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New York-based investment adviser, C.J. Lawrence, announces it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q3 2022, according to a recent announcement

C.J. Lawrence’s CJL Equity has received a 6 Star Top Gun rating. Quarterly PSN Top Guns List published by Zephyr ranks products in six proprietary categories in over 75 universes based on continued performance over time. 

Helios Quantitative Research Launches Helios Tools

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Helios Quantitative Research is launching a new toolkit and workflow, called Helios Tools, for advisors building and customizing their own investment models, according to a recent announcement. Helios has redefined quantitative investment strategies and turnkey asset management, providing advisors with a tech-based alternative to the traditional role of Chief Investment Officer.

Helios Tools equips advisors to carry out advanced research and portfolio analysis across investment models, as well as customize risk exposure within a selected portfolio. Helios provides a full team of investment experts in support of the feature.

In fact, Helios Tools stands as a viable alternative to an in-house CIO, said Chris Shuba, CEO of Helios. “Hiring an in-house CIO not only comes with major business risks, but it can also be prohibitively expensive and lack the TAMP’s spectrum of investment options,” he explained. “Helios is a compelling alternative, providing expansive model options with full customization capabilities, plus ongoing quantitative market research, due diligence and communication tools.”

Pershing X and Conquest Planning Building A New Advisor Solution

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Advanced financial planning capabilities are coming to the Pershing X platform, according to a recent announcement. The technology provider is working with financial planning start-up Conquest Planning to build a new solution for advisors, as they create powerful, bespoke planning experiences for their clients in the coming year.

The collaboration ultimately combines personalized goals- and cash flow-based planning into an innovative, time-saving interface, designed to help end-clients achieve their financial objectives. The integrated planning capabilities bolster Pershing X’s top-tier reporting and data aggregation capabilities, supporting advisors in all aspects of their practices.

“We are committed to our clients first,” said Jim Crowley, CEO of BNY Mellon | Pershing. “This collaboration will help us commercialize the Pershing X platform to the broadest community of advisors.”

Geowealth Enhances Current TAMP Platform

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Geowealth is redefining what it means to be a modern turnkey asset management platform (TAMP). The Chicago-based firm recently launched a suite of powerful features and services, including a new manager portal, and is introducing an investment consulting concierge, according to an announcement. All of its improvements are built to meet growing RIA demand for more personalization and choice in investment management programs.

Geowealth’s new integrated manager portal makes model-level rebalancing and reallocation simple and efficient. The portal allows third-party managers, and advisors managing client portfolios, to effortlessly alert the GeoWealth trading team about portfolio updates. Asset managers can also upload information about their products directly into the TAMP’s Model Center so it can be easily accessed by advisors.

Additionally, advisors wanting to expedite investment and investment management selection will now have access to fully outsourced asset management support. Geowealth’s internal Investment Consulting division is led by Jen Wing, head of asset management. The service is available for advisors wanting to take a consultative approach to portfolio and UMA construction, maintenance and service.

“These new developments are indicative of our commitment to customization and investment flexibility,” said Colin Falls, president at GeoWealth. “Our mission is clear: we’re empowering advisors by offering technology, infrastructure and back-office resources, so that our clients can meet investors’ needs.”

 

 

Practifi launches its latest data visualization tool for wealth institutions broker-dealers and RIAs

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Advisor technology developer Practifi is launching a new, silo-busting analytics tool designed to provide wealth management executives with unprecedented business intelligence and insights, according to an announcement. Called Practifi Propel, the data visualization feature comes with pre-built dashboards that transform data into actionable advantages.

Identifying and addressing a major industry need, Practifi built a unified system that processes, organizes, classifies and aggregates data, distilling that information into pre-formatted readouts used by executives to boost profitability, supercharge client growth and expand business pipelines. Metrics are wide-ranging, and include outlooks on the demography of a company’s customers and the performance of individual advisors.

With one tool, Practifi aims to replace an ineffective jumble of disparate business monitoring and management systems, said Glenn Elliott, CEO and co-founder of Practifi. “We believe investing in a firm’s data and analytics infrastructure ultimately amplifies the firm’s core strengths — transforming the way the firm makes decisions,” he explained. “For financial advisors and other executives at the heart of business development, Practifi Propel offers a game-changing data visualization experience that uses best-of-breed technology to leverage the power of data analytics.”

Practifi Expands Australian Footprint

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Wealthtech platform provider Practifi and multi-billion-dollar hybrid RIA Concurrent Investment Advisors are entering a new partnership. Practifi’s powerful CRM technology and business intelligence capabilities are now available for advisors at the Tampa, Fla.-based multicustodial firm, according to a recent announcement.

Practifi’s advanced automation, smart workflows and real-time analytics proved a major draw for Concurrent, which was founded in 2016 and is a former affiliate of Raymond James. Concurrent has $12.7 billion in assets under management and recruited dozens of breakaway advisors in 2022, according to a Barron’s report. Concurrent is the latest wealth management firm to rely on Practifi’s technology, which features a single-point CRM system and has a host of other add-ons available for advisors.

Enterprise firms working with Practifi have benefitted from the steady rollout of new features and functionality. “Our industry-leading integrations and data-centralizing capabilities unlock a new level of value for top-performing wealth management firms like Concurrent,” said Adrian Johnstone, president and co-Founder of Practifi. The firm supports collaboration between advisors, support staff and back office personnel, with the tech provider’s scalability allowing firms to accelerate their growth trajectories and position themselves for long-term success.