Fintech Consultancy Intention.ly Acquires C-Suite Social Media: Tech Roundup

The expanded pact was designed to “automate and bring new efficiencies to alternative investment documents and data workflows within SEI’s Archway platform,” the firms said.

The Archway platform is provided by SEI Family Office Services, a provider of technology and technology-enabled service offerings to family offices, financial institutions and the ultra-high net worth clients they serve.

“SEI Family Office Services will leverage Canoe’s industry-leading alternative document capture and data mining technologies for its outsourced services clients, enhancing SEI Family Office Services’ ability to scale operations and deliver exceptional value to its end clients investing in alternative assets,” the companies said.

Since 2020, the firms have worked together to deliver alternative investment data more accurately and efficiently from Canoe to the Archway Platform for joint clients.

This integration has “enabled users of both systems to seamlessly enter, track and report on alternative investment data as part of their holistic wealth picture,” they said.

Great Valley Advisor Group chooses Pontera

Great Valley Advisor Group, a technology-driven, full-service hybrid RIA, announced Monday that it has partnered with fintech firm Pontera to allow advisors to manage and trade their clients’ retirement assets across all accounts, including retained assets including 401(k) )s and 403(b)s.

Advisers can join the GVA by joining the RIA, using its Office of Supervisory Jurisdiction (OSJ), or through a hybrid model, it noted.

GVA’s recent acquisitions, US Financial Advisors and Gaines Financial Group, have built on its growing advisor network which it says now includes 40 offices across the US with a total of 135 advisors, who collectively manage over $6 billion in assets across its advisory and brokerage businesses.

GVA’s advisors can use Pontera’s platform to securely manage, view, report, monitor and bill 401(k), 403(b) and other held-away accounts in a compliant manner, the hybrid RIA said.

Pontera’s technology gives GVA advisors a “more complete picture of a client’s financial situation, as well as the ability to own the execution of investment strategies, ensuring a more coordinated asset management strategy,” according to GVA.

(Pictured: Kelly Waltrich, CEO and co-founder of Intention.ly, left, and C-Suite CEO of Social Media, Tina Powell.)