Product & Service Launches

Integrated Partners to Implement Fraud Tools to Protect Clients

Integrated Partners, a national financial planning and registered investment advisory firm, will use financial safety platform Carefull’s AI-powered technology to protect its clients from fraud.

The artificial intelligence-based solution protects against identity theft and financial scams that often target older Americans. Carefull protects against fraud by monitoring suspicious transactions, credit card activity and unusual behavioral patterns.

Integrated has more than $21 billion assets under advisement, including $15.6 billion in advisory assets.

World Investment Advisors Gets Access to Pontera’s Platform

Pontera Solutions Inc., a fintech company helping financial advisers manage workplace retirement assets, has given retirement-focused advisory firm World Investment Advisors LLC access to its platform.

The deal gives World’s network of more than 350 advisers the ability to manage, trade and report on clients’ 401(k) accounts and other workplace retirement accounts.

Pacific Life’s Workforce Benefits Integrates With bswift

Pacific Life’s workforce benefits division announced a new integration with bswift LLC, a leading cloud-based benefits technology platform, to deliver a streamlined, digitally native experience for employee benefits administration.

Pacific Life’s digital advantage simplifies the benefits process for brokers, employers and employees, covering products such as dental, vision, life, disability, accident, critical illness and hospital indemnity insurance, according to the company’s announcement.

TriNet Launches HR Products to Assist Small Businesses

TriNet Group Inc., a human resources provider to small and midsized businesses, announced new HR products to help small businesses navigate economic uncertainty and AI disruptions.

The products include: a 24/7 AI health assistant for quick, personalized health care help; the ability to onboard new hires using mobile devices and use secure e-signatures anytime; an upgraded learning system to speed up training; and well-being services that provide financial coaching and holistic wellness support for employees, according to information from the company.

Invesco Launches 3 Active ETFs to Expand Investor Access

Global asset manager Invesco Ltd. launched three active exchange-traded funds: the Invesco QQQ Hedged Advantage ETF, Invesco Comstock Contrarian Equity ETF and Invesco Managed Futures Strategy ETF.

The products seek to offer investors access to growth and diversification strategies with the company’s in-house portfolio management teams.