AssetMark Expands Digital Servicing Tools
Wealth management and tech services firm AssetMark has announced a new dedicated eService team to help financial advisors meet the increasing demand for digital servicing during the Covid-19 pandemic.
AssetMark eService provides fast, personalized, digital response service levels to client outreach between 8 a.m. and 8 p.m. Eastern time. The new service builds upon the firm’s digital servicing tools aimed at further increasing efficiencies for advisor practices: eDelivery, which lets advisors and investors minimize mail delays and limit potential identity theft with electronic delivery of reports and documents; eSignature, which delivers a 100% digital account opening experience for qualifying accounts; and eLearning, which includes planned online videos and guides to help advisors quickly navigate and maximize services available on the platform to streamline administrative tasks and enhance client services.
AssetMark eService provides fast, personalized, digital response service levels to client outreach between 8 a.m. and 8 p.m. Eastern time.
Huntington Launches Next Gen Product To Help Customers Find Extra Savings
Huntington has introduced a tool to help customers save a greater amount of their earnings.
Money Scout is the latest evolution of Huntington’s product “The Hub,” an automatic savings tool that scans customers’ accounts and searches for money they can set aside. By enrolling in Money Scout, customers can build their savings even further.
The product analyzes spending habits, income and upcoming expenses to find money customers aren’t using in their checking accounts—from $5 to $50—then automatically moves it to savings. Money Scout notifies customers when the money moves, and customers can pause, stop or reverse transfers at any time. This allows customers to save small amounts at a time, while also helping them establish consistent habits.
The product is built within the Huntington Mobile app and online banking where customers perform their daily transactions. In addition to Money Scout, Huntington also offers automatic transfers so customers can transfer specific amounts from checking to savings or money market accounts.
Founded in 1866, Huntington Bancshares Incorporated is a regional bank holding company headquartered in Columbus, Ohio, with $114 billion of assets and a network of 839 full-service branches.
International Living Releases Overseas Retirement Calculator
Americans dreaming of retiring to a foreign destination they can afford now have a tool to help them make it happen, according to International Living magazine.
The magazine’s “Overseas Retirement Calculator,” which is free and anonymous to users, calculates how soon they can afford to retire to the country of their dreams. They can use the calculator by putting in their age, savings and projected retirement budget.
The calculator generates overseas destinations in Latin America, Southeast Asia and Europe where a retiree can afford to live comfortably on a fixed income.
Founded in 1979 by Bill Bonner, International Living is headquartered in Federalsburg, Md.
BondView Releases Covid-19 Muni Bond Ratings Tool
BondView, an Albertson, N.Y.-based investor advocate for municipal bonds, has launched a free ratings tool on its website that can assess which municipal bonds are most likely to be hurt by the Covid-19 pandemic, as well as the potential scale of any impact.
BondView’s COVID Impact Ratings identifies and monitors municipal bond risk by assessing five key factors in a bond: its sector of issuance, material events affecting the bond, its geography, the marketplace perspective and the bond’s liquidity.
The ratings, which are updated daily, are available in both summary and detailed views.
FiscalNote Launches Political, Regulatory Analysis Tool For Investors
Monitoring government action and understanding how it affects industries are technical challenges for investment researchers, says FiscalNote, a software and data company with offices in New York and Washington, D.C. And the company has launched a market research tool to help investors face down those challenges.
The new product, FiscalNote Markets, will provide clients with technology-driven insights for specific legislative and regulatory activity. The company also provides expert analysis.
FiscalNote Markets combines political and regulatory analysis with the company’s artificial-intelligence-powered software, data and analytics tools. For its new offering, FiscalNote acquired Sandhill Strategy LLC, an investment research firm co-founded by Katie Bays and Stefanie Miller, both of whom are now managing directors for FiscalNote Markets.
Currently, the product offers investment analysis in politics and elections; fiscal and trade policy; energy and utilities; technology, media and telecommunications; and tobacco and cannabis. The company also plans to add coverage in health care to its analysis later this year.