Tifin Launches Advisor Growth Platform: Tech Roundup

Refinitiv AI Alerts provides personalized, timely and actionable market insights for advisors and other financial professionals, in collaboration with ModuleQ, a company that specializes in human-centered artificial intelligence.

Refinitiv first announced its collaboration with Microsoft for financial services in 2020.

Refinitiv AI Alerts requests user permission to automatically learn the user’s individual priorities from their Microsoft 365 interactions, keeps that information private for the user, and recommends suggested content based on upcoming meetings and frequent email conversations, Refinitiv said.

The AI “learns quickly” which information the advisor or other professional using it finds useful, allowing it to become more accurate and relevant, according to Refinitiv.

AllianceBernstein Partners With Vestmark

Asset management firm AllianceBernstein announced a new partnership with Vestmark, a provider of wealth management solutions and services for financial advisors and institutions.

The new partnership leverages AB’s municipal technology, AbbieOptimizer, to bring a new Custom Municipal SMA Solutions platform to market, the companies said in a joint announcement.

AbbieOptimizer integrates research, pricing, trading and portfolio construction into one system that streamlines the design of customized muni strategies, the companies said.

Via the partnership with Vestmark, advisors and clients can now create customized muni solutions through AbbieOptimizer’s capabilities, they said.

Zoe Teams With Pure Financial Advisors

San Diego, California-based RIA Pure Financial Advisors has joined the Zoe Advisor Network, a digital wealth platform that connects clients with financial advisors.

The latest addition was made after a lengthy vetting process by Zoe, it said.

Pure Financial Advisors, founded in 2007 by Michael Fenison, serves 3,400 clients and managed about $4 billion in assets as of Jan. 31.

The RIA’s main focus is providing comprehensive retirement planning services and tax-optimized investment management. But it also offers support in other areas of financial planning, including cash flow analysis, pension and Social Security claiming strategies, risk management, insurance analysis and estate planning.