On Q Financial Launches Multilingual Mortgage Platform

On Q Financial Inc., a national mortgage lender based in Tempe, Ariz., has launched a multilingual platform targeted to a diverse population of home buyers. It will provide support and documentation in four foreign languages: Spanish, Russian, Simplified Chinese and Vietnamese. Simplified Chinese is a contemporary Chinese written language used in Mainland China.

The American mortgage industry’s first fully operational website in a foreign language provides onboard tools, such as home estimates and closing disclosures, which allow users to conduct their own independent research. However, On Q also provides access to experienced mortgage consultants able to assist buyers in their native language.
 

Cetera Launches Fee-For-Service Advice Payment Platform

Cetera Financial Group has made it easier for more clients to have access to valuable financial advice by offering its advisors a service with AdvicePay, a platform that significantly streamlines the client payment process.

AdvicePay enables Cetera advisors to accept credit cards, debit cards and automated clearinghouse (ACH) payment for their financial advice without the need to first establish an investment account.

Cetera will be rolling out its fee-for-service product through small, controlled advisor pilot groups that will implement AdvicePay and leverage Cetera’s business consulting services for practice management.

Cetera Financial Group, headquartered in El Segundo, Calif., is a shared service organization, founded in 2010 and comprising the second-largest family of independent broker-dealers in the United States.
 

DPL Debuts New Website With Guaranteed Income Analysis Tool

DPL Financial Partners of Louisville, Ky., an insurance network for RIAs, has debuted its revamped website, located at www.dplfp.com. The website provides registered users with proprietary tools for fee-only advisors.

The site’s onboard tools include a guaranteed income analysis, designed to help RIAs evaluate retirement income solutions for their clients. The website also provides advisors with a library of written and video content arranged by topic and specific to the needs of a firm, its clients or insurance carriers.

The website’s contents also function as a sales tool. Advisors can research DPL’s new generation of commission-free life and annuity products on the site to find the one that best meets their clients’ financial needs.
 

Sapphire Software And Riskalyze Add Risk Number To Panoramix Reports

Sapphire Software Services Inc., which produces the Panoramix platform for financial advisors, and Riskalyze, which produces a risk alignment platform, have improved on the technology linking their fintech products.

Advisors can now use both systems to automatically view each client’s Riskalyze “Risk Number” and display it on both internal Panoramix advisory reports, as well as on client-facing reports. While internal advisory reports will automatically include the Risk Number, the feature is optional in client-facing reports.

By adding the client’s Riskalyze number and the numbers of the client’s portfolio and accounts, Panoramix can match the desired risk level to the actual one at just a glance. In addition, advisors can visually review mismatched risk levels in minutes and take the appropriate action just by running a single firmwide report.

Sapphire, headquartered in Eagan, Minn., is a custom software and business-to-business automation company founded in 2003. It specializes in business application software development for companies in the financial services industry.

Riskalyze, headquartered in Auburn, Calif., and Atlanta, is a financial technology company founded in 2011. The Riskalyze platform includes tools for analyzing investment risk.
 

Gabelli Adds Two Additional Portfolio Managers To ESG Fund

Gabelli Funds LLC, a subsidiary of GAMCO Investors Inc., has appointed two additional portfolio managers to its popular ESG Fund, bringing the total number to five. Ian Lapey and Melody Bryant join Chris Marangi, Kevin Dreyer and Chris Desmarais in managing the ESG Fund portfolio.

Lapey joined GAMCO in 2018 as a portfolio manager for the Gabelli Global Financial Services Fund. Before joining GAMCO, Lapey was a research analyst and partner at Moerus Capital Management LLC. Lapey earned his B.A. degree in economics from Williams College. He also holds a master’s degree in accounting from Northeastern University and an M.B.A. in finance and statistics from the Stern School of Business at New York University.

Bryant joined Gabelli in 2018. She has three decades of experience as a portfolio manager. Before joining Gabelli, she worked for Kempner Asset Management as a research analyst, portfolio manager and partner. Bryant received her B.A. degree in political science from the State University of New York at Binghamton.

The Gabelli ESG Fund, headquartered in Rye, N.Y., is a socially conscious, open-end, equity mutual fund launched by GAMCO Investors and managed by Gabelli Funds.