Snappy Kraken Unveils Digital Marketing Solution: Tech Roundup

What You Need to Know

Interactive Brokers launched Custom Indexing for Registered Investment Advisors, a new direct-indexing solution.
Broadridge Financial Solutions partnered with Aiviq to enhance the quality and transparency of internal and external data.
The AmeriFlex Group launched AmeriFlex Premier+, a new, high-tech financial planning solution.

Snappy Kraken on Tuesday introduced what it said is a simple, “holistic” way for advisors to fulfill all their marketing needs in one place.

This complete digital marketing strategy was developed to help advisors “foster and deepen relationships with clients and prospects,” and “underscores Snappy Kraken’s commitment to providing accessible solutions at all stages of an advisor’s marketing journey,” the company said.

The new advisor solution includes personalized websites and branding tailored to advisors’ ideal clients; marketing automation featuring unique content developed to “win prospects and wow clients;” text message marketing through the Convos platform to serve clients better and faster; and Freedom360.

The latter marketing solution “eliminates the need for advisors to single-handedly manage their entire marketing systems,” it said.

The new solution’s introduction follows Snappy Kraken’s acquisition of Advisor Websites last year.

Custom Indexing for RIAs

Interactive Brokers launched Custom Indexing for Registered Investment Advisors, a new direct-indexing solution that it said Tuesday allows RIAs to personalize client portfolios.

The custom portfolios will directly hold the underlying securities of an index instead of purchasing a traditional index fund, the firm said.

The approach offers a few benefits, including the ability to customize portfolios to align with specific client investment objectives, as well as include or exclude specific stocks based on ESG preferences and other factors.

Unlike traditional exchange-traded fund investing, custom indexing doesn’t have an expense ratio and comes with low minimums, allowing RIAs to customize and personalize investing to their clients’ needs, Interactive Brokers noted.

In addition to custom indexing, Interactive Brokers provides a variety of tools and resources to help RIAs manage their businesses, including portfolio analytics, performance reporting and a trading platform.

Broadridge Teams With Aiviq

Broadridge Financial Solutions partnered with Aiviq, a provider of client-level assets under management and asset flow reporting for global asset managers, to enhance the quality and transparency of internal sales reporting data and external market intelligence, the firms said Wednesday.

“The strategic relationship between Aiviq and Broadridge will provide asset management firms with a better view of client AUM and asset flow data for their global market intelligence,” Aiviq executive director Greg Glass said in a statement.

“We will work closely with Broadridge to ensure the speed and availability of global fund data for asset management firms and improve both the quality and efficiency of that data,” Glass said.

AmeriFlex Premier+ Launches for Advisors

The AmeriFlex Group launched AmeriFlex Premier+, a proprietary, “high-tech” financial planning solution.