Emoney Advisor on Wednesday announced the launch of some new features for its digital marketing and engagement tool Bamboo.
For many consultants the most important of them is integration with the popular RedTel customer relationship management platform, which will enable advisors to more easily manage contact communications within Bamboo. Using the integration, consultants can now import contacts and groups for email outreach and track correspondence from Bamboo within RedTel.
Two additional enhancements announced include email scheduling (providing the ability to set emails to send at a later date), and customizable branding (allowing consultants to add their firm’s logo and branding to content).
The company shared some of its 2022 vision and planned road map in November, including the inclusion of “smart content” on Bamboo, dynamic real-time linkage between financial planning and third-party investment management applications, as well as in its incentive application. Contains continuous improvement. ,
In other emoney news, head of product Jess Libre is leaving the company after eight years for a role of advisory technology at Fidelity Mothership.
And speaking of employee 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 a CTO veteran who has held roles in technology companies in many sectors, including healthcare. Within the wealth management industry he most recently spent nearly two years at Cressett.
Monitoring platform launched by Skynes
Consulting and technology provider Skynes on Tuesday launched what it calls a surveillance solution only. According to an announcement, the platform provides household, customer and account-level information in addition to 12 months of historical exception data. There are also single trade blotters and account blotters that integrate data from multiple sources, including clearing, custody and direct accounts.
In November the firm launched an SEC-compliant document repository called SkySenseSafe as well as integration with RedTel and in May launched a tech hub called SkySense.
Integrates with Advyzon SSG
Technology platform provider Advyzon on Tuesday announced a partnership with Shareholder Services Group, a custodian and provider of brokerage services to more than 1,600 RIA firms. Integration on SSG’s platform Advisors will have access to their clients’ holdings, balances, documents and more, all within Advison’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.