Janney Montgomery Scott LLC

55ip Enters Broker-Dealer Space with Janney Montgomery Scott Partnership

Retrieved on: 
Wednesday, April 14, 2021
Finance, Data management, Professional services, Technology, Software, 55ip, Janney Montgomery Scott LLC

b'55ip has partnered with Janney Montgomery Scott, a leading full-service wealth management, capital markets and asset management firm, to enhance its tax management capabilities for financial advisors on the Janney platform.

Key Points: 
  • b'55ip has partnered with Janney Montgomery Scott, a leading full-service wealth management, capital markets and asset management firm, to enhance its tax management capabilities for financial advisors on the Janney platform.
  • For Janney, the partnership strategically positions the firm as an early adopter of 55ip, underscoring its industry leadership and commitment to continuous innovation of its platform.
  • Through this partnership, Janney\xe2\x80\x99s financial advisors will have access to 55ip\xe2\x80\x99s tax-smart investment strategy engine to choose from a diverse selection of third-party model portfolios and guide clients through seamless tax-smart transitions.
  • In addition, 55ip will provide trading and educational support to Janney\xe2\x80\x99s financial advisors.\n\xe2\x80\x9cOur mission at 55ip is to move the wealth management industry forward by delivering innovative, tax-smart solutions, and our partnership with Janney is a big milestone on that journey,\xe2\x80\x9d said Paul Gamble, CEO of 55ip.

Janney's Integration of Hearsay Digital Tools Delivers Seamless Client Communication During Market Volatility and Pandemic

Retrieved on: 
Wednesday, October 21, 2020
Professional services, Data management, Technology, Telecommunications, Finance, Consulting, Accounting, Online chat, Text messaging, Janney Montgomery Scott LLC, Hearsay Systems

Through texting, Financial Advisors can engage with their clients in simple, personal, and immediate ways to support their customers in a proactive, human way.

Key Points: 
  • Through texting, Financial Advisors can engage with their clients in simple, personal, and immediate ways to support their customers in a proactive, human way.
  • Financial Advisors have used digital tools to offer virtual seminars on timely topics and gain access to Janney experts.
  • Janney makes these tools highly accessible to its advisors by providing an integrated digital hub where all of these communications are initiated.
  • The Hearsay Client Engagement Platform allows advisors and agents to authentically and intelligently grow business relationships by proactively guiding and capturing the last mile of digital communications.

Janney Montgomery Scott Selects iCapital Network® for Alternative Investment Platform

Retrieved on: 
Thursday, November 14, 2019
Finance, Consulting, Professional services, Technology, Software, Economy, Finance, Money, Funds, Investment, Alternative investment, Investment fund, Investor, iCapital Network, Janney Montgomery Scott LLC

iCapital Network , the financial technology platform setting the industry standard for access and efficiency in alternative investing, and Janney Montgomery Scott LLC , a leading full-service wealth management, capital markets, and asset management firm, today announced a partnership in which Janney will utilize the iCapital platform technology in a white-label solution to enhance the alternative investment capabilities on Janneys platform.

Key Points: 
  • iCapital Network , the financial technology platform setting the industry standard for access and efficiency in alternative investing, and Janney Montgomery Scott LLC , a leading full-service wealth management, capital markets, and asset management firm, today announced a partnership in which Janney will utilize the iCapital platform technology in a white-label solution to enhance the alternative investment capabilities on Janneys platform.
  • iCapital Network s mission is to power the worlds alternative investment marketplace.
  • An investment in an alternative investment entails a high degree of risk and no assurance can be given that any alternative investment funds investment objectives will be achieved or that investors will receive a return of their capital.
  • iCapital and iCapital Network are registered trademarks of Institutional Capital Network, Inc. All rights reserved.

2019 ORBIE Awards Honor Two Executives from The Penn Mutual Life Insurance Family of Companies

Retrieved on: 
Wednesday, October 23, 2019
Consulting, Professional services, Insurance, Finance, Penn Mutual, Horsham Township, Montgomery County, Pennsylvania, CIO magazine, Magazines, Periodicals, The Penn Mutual Life Insurance Company, Janney Montgomery Scott LLC

The Penn Mutual Life Insurance Company (Penn Mutual) is excited to announce that two executives from their family of companies were presented with 2019 Philadelphia CIO of the Year ORBIE Awards.

Key Points: 
  • The Penn Mutual Life Insurance Company (Penn Mutual) is excited to announce that two executives from their family of companies were presented with 2019 Philadelphia CIO of the Year ORBIE Awards.
  • View the full release here: https://www.businesswire.com/news/home/20191023005784/en/
    Two executives from the Penn Mutual family of companies were recently awarded 2019 Philadelphia CIO of the Year ORBIE Awards.
  • Pictured in photo (L-R): Greg Driscoll, SVP and CIO, Penn Mutual and Bob Thielmann, SVP and CIO, Janney Montgomery Scott.
  • 2019 The Penn Mutual Life Insurance Company, 600 Dresher Road, Horsham, PA 19044
    View source version on businesswire.com: https://www.businesswire.com/news/home/20191023005784/en/