Pete Hess, the previous CEO of Creation Software program and former chief income officer at InvestCloud, has joined Canadian-based PureFacts, a supplier of income administration to wealth administration companies, as president.
Hess was most not too long ago CRO for the Americas at InvestCloud; earlier than that, he spent 23 years at Creation (which was acquired by SS&C Applied sciences in 2015), together with three years every as president and CEO.
In his new function, Hess will report back to PureFacts founder and CEO Robert Madej and oversee the corporate’s day-to-day operations.
PureFacts was based in 2010. The corporate not too long ago acquired a majority funding from non-public fairness agency GrowthCurve, which shall be used to develop new merchandise and speed up the event and deployment of synthetic intelligence.
Flourish Integrates with Salesforce and Three Standard Salesforce-based CRM Purposes
Flourish introduced an integration with the extensively used Salesforce Monetary Providers Cloud CRM platform this week.
The combination will allow RIA companies utilizing each Salesforce and Flourish to prefill consumer data into Flourish. It additionally extends to a few widespread advisor-specific CRMs constructed on high of Salesforce: Practifi, Salentica Components CRM and XLR8 CRM.
Presently, Flourish stated over 850 RIAs are utilizing Flourish Money, to which advisory companies can add their very own branding. For these unfamiliar, Flourish is supposed to assist purchasers get extra aggressive charges on their held-away money.
The Flourish platform permits advisors to characteristic their agency’s branding and supplies advertising and marketing and compliance assets, amongst different options.
MaxMyInterest Integrates with RightCapital
MaxMyInterest introduced this week a brand new integration with monetary planning platform RightCapital.
With the combination, hundreds of advisors and planners utilizing RightCapital can simply add information and money balances from Max to their purchasers’ web price in RightCapital monetary plans.
