Adviser Product Partnerships

Passthrough, STP Investment Services Announce Strategic Partnership

Passthrough Inc., a venture fund administrator, and STP Investment Services, a technology-enabled services company, have announced a partnership to enhance the investor onboarding experience.

“We think investor onboarding should be solved at the infrastructure level, which means we don’t need to be another destination for fund managers and investors to constantly check,” Tim Flannery, co-founder and CEO of Passthrough, said in a statement. “By connecting with our infrastructure, STP’s clients have a single place to monitor their raise, provide their investors a simplified investor onboarding experience with software instead of pen and paper, and close their funds weeks or months faster.”

STP provides front-, middle- and back-office solutions to investment managers, funds, family offices, wealth managers and plan sponsors.

Viu by Hub Partners with SafeStreets to Offer Homeowner Protection

Viu by Hub announced a partnership with SafeStreets, an authorized dealer of ADT home security systems, to provide SafeStreets’ customers with Viu’s digital insurance brokerage platform.

SafeStreets customers will be able to work directly with VIU’s licensed independent agents to shop for and compare policies that may offer benefits to help them secure their home and lower the likelihood of making a claim.

“SafeStreets customers are already taking critical steps to minimize risk to their homes,” Bryan Davis, Hub’s executive vice president and the head of Viu, said in a statement. “It makes sense then to take it a step further and work with a digital insurance broker that can bring carrier options and the expertise necessary to know how to build upon the physical protections already in place and ultimately minimize claims and lower costs.”

FusionIQ Selects FinMason as Investment Data Provider

FusionIQ, a provider of cloud-based wealth management solutions, announced its partnership with FinMason Inc., an investment analytics provider.

“We are thrilled to partner with FusionIQ and contribute to their vision of futureproofing advisors and firms,” David Remstein, CEO of FinMason, said in a statement.

The collaboration aims to strengthen FusionIQ’s platform, FusionIQ One, and the platform’s automated proposal generator and portfolio screening capabilities.

“FinMason’s cloud-based API offers exceptional flexibility, enabling an outstanding interactive user experience for advisors and clients through a single pane of glass,” Mark Healy, CEO of FusionIQ, said in a statement. “This partnership will significantly enhance the functionality of FusionIQ One, providing advisors with powerful tools to serve their clients more effectively.”

RFG Advisory Weaves Artificial Intelligence Into Platform With FP Alpha

RFG Advisory has added to its platform FP Alpha, an AI-driven solution that deciphers client tax, insurance and estate paperwork and summarizes key opportunities for advisers.

“With our innovative lens, we are applying AI in various facets to create more time in advisors’ days and increase the speed, depth, and breadth of advanced planning to create the optimal advisor,” Bobby White, RFG Advisory founder and CEO, said in a statement.

The partnership launched in June, creating a unified experience throughout RFG’s Advisor Tech Stack platform.