Adviser Product Partnerships

Crystal Capital Partners Chooses SS&C for Back-Office Alt Investing Offerings  

SS&C Technologies Holdings Inc. announced Crystal Capital Partners, a turnkey alternative investment platform for financial advisers, has selected SS&C to improve its back-office investment processes for financial advisers. 

“Our integration with SS&C will help streamline the investing process for advisers and their clients, eliminating much of the burdensome operational processes associated with alternative investments —subscriptions, rebalancing, and liquidity schedules, among other things,” Michael Hoyer, Crystal Capital Partners’ CEO, said in a statement.  

“We are excited to support Crystal Capital Partners in their efforts to bring efficiencies to alternatives investing,” Karen Geiger, co-general manager at SS&C Advent, said in a statement. 

BridgeFT to Power Yayati Applications, Including Tax-Saving Investment Tools  

BridgeFT and Yayati have partnered to offer wealth mangers technology infrastructure and more personalized investment experiences through integrated application programming interfaces. 

“Yayati fills an important gap in the wealthtech landscape by offering a range of tax-smart investing options,” Joe Stensland, BridgeFT’s CEO, said in a statement.  

Information needed here 

Yayati is an investment technology company that offers personalization infrastructure to advisers, broker-dealers and asset managers. BridgeFT is API-first wealth infrastructure software company. 

Through the partnership, BridgeFT will power Yayati’s applications for registered investment advisers, broker-dealers, and asset managers who sign on with BridgeFT or Yayati. Users will have access to trade-ready, multi-custodial data pre-integrated into Yayati’s tax intelligence platform, including tax transition, tax-loss harvesting, rebalancing, tax withdrawal and tax location. 

“BridgeFT has created the pathway for wealth management firms to build a differentiated tech stack and a unique client experience,” Rajeev Sharan, founder and head of product at Yayati, said in a statement.  

Nassau Financial Group Advances Retirement Income Options With LifeYield  

Nassau Financial Group announced a collaboration with LifeYield to expand its offerings of retirement income strategies. The collaboration will seek to help independent advisers to create retirement income protection through education, emerging retirement technology, and annuities. 

Nassau will integrate LifeYield’s “Social Security+ with Income Layers” application into its toolbox for use by independent producers. The application models Social Security benefits under different scenarios, and producers can then help clients by showing potential options for converting assets into reliable income streams to supplement Social Security benefits, according to the firms. 

“Nassau’s collaboration with LifeYield demonstrates our long-term focus on providing leading digital capabilities to help insurance producers develop strong retirement income strategies for each client,” Tom Buckingham, chief growth officer at Nassau, said in a statement.