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Investment Management Newsflashes: Jonathan Gilbert Joins Marlin & Associates, and more

Jonathan Gilbert Joins Marlin & Associates, Reliance Trust Company Selects Albridge Solutions for Wealth Reporting, Finaplex Partners With Innova Solutions

Jonathan Gilbert Joins Marlin & Associates Marlin & Associates (M&A), a New York-based investment banking advisory and consulting firm, announced that Jonathan Gilbert, has joined the firm expanding, its transaction experience. Jonathan joins M&A after completing his MBA studies in finance from the Zicklin School of Business at Baruch College. Jonathan began his career at The Bank of New York, helping to meet the financial needs of numerous small and middle-market businesses. He then worked as a senior project manager with the New York City Economic Development Corporation consulting executives from start-up to multinational high-tech and finance companies. Prior to returning for his MBA, Jonathan served as an assistant vice president at JPMorgan Chase & Co. in the Global Finance group where he was responsible for the management reporting of over $400 million annually. "With Jonathan joining our team, M&A now has another strong transaction professional with expertise and credibility advising corporate executives and board members in the areas of high technology, software, online information and business services," said Ken Marlin, M&A's managing partner, in the press release.

Reliance Trust Company Selects Albridge Solutions for Wealth Reporting

Reliance Trust Company (Reliance), an Atlanta-based independent trust company, has selected Albridge Solutions' Wealth Reporting to provide Reliance's trust advisers and outsourcing clients with advanced performance measurement reports through Albridge's comprehensive data aggregation, consolidation and delivery technology. Albridge's Wealth Reporting provides financial institutions, their advisers, and their permissioned clients with immediate, on-demand access to transaction-level data. Advisers can create online portfolios, households of any combination of clients or accounts and can generate in-depth reports to use in their practices. Users are also empowered with the ability to automate the preparation of regularly reoccurring statements and reports, as well as e-mailing them to clients -- effectively streamlining business operations, enabling increased productivity and allowing more time to gather and retain assets.

"Reliance is committed to providing the best-of-breed solutions that will assist our growing independent broker-dealer client base to perform as efficiently and effectively as possible," said Michael Flinn, in a statement. Finn is the president of Reliance Capital Advisors, a subsidiary of Reliance Financial Corporation, which specializes in providing financial planning and asset management to individuals and small to mid-sized companies. "By utilizing Albridge's technology, our direct and outsourcing clients will benefit twofold by gaining access to Albridge's consolidated account data and Reliance's trust account data, for a convenient one-source view of account performance information," he added.

Finaplex Partners With Innova Solutions Finaplex, a provider of enterprise wealth management and investment technology solutions, and Innova Solutions, a global business services and solutions provider, announced a strategic implementation partnership. The partnership will enable Finaplex to offer implementation, integration, and training options for new customers by leveraging Innova Solutions' range of technology and business process services. Innova will, at the same time, increase the reach of Finaplex solutions by dedicating a team of sales, support, implementation and business operations experts to advise and assist financial services companies implementing Finaplex solutions.

"This agreement gives potential customers access to a leading services provider with offshore capabilities, enabling us to offer more-flexible deployment options in the financial services market," said Pete Tierney, chief executive officer of Finaplex, in a statement.

"By partnering with Innova, customers will have the option to use Finaplex Professional Services or Innova Solutions for implementation and product extensions."

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