The firm known to date as Trizic announced Tuesday that it has changed its name and rebranded itself to Harvest Savings & Wealth Technologies. It has also added $23 million in equity and debt financing and launched two new products.
The white-label technology provider is probably best known to advisors for rolling out John Hancock’s automated investing service. Harvest also works with BOK Financial, First Citizens Bank, Apex Clearing Corporation and Central Trust Company, among others.
Harvest’s new Goalkeeper offering is a white-labeled, automated micro-savings service and allows financial institutions to deliver unlimited goals-based savings accounts.
According to a prepared statement, bank customers can set up an unlimited number of accounts, and select an automated funding method to create a simple means for customers to save money and reach their financial goals.
The other new product, Signals, is to provide an actionable business intelligence layer that runs across a financial institution’s retail and wealth core systems. Goalkeeper and Signals are now available with their debut rollout at Radius Bank in the fall of this year.
