October 23, 2025

Advyzon Announces 2026 Advyzon Conference: Powered by Disruption

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, announced details for the third annual 2026 Advyzon Conference, returning to […]
October 15, 2025

Advyzon Expands Its All-In-One Platform with Financial Planning, Adding Kevin Hughes to Head Efforts and Tony Leal as a Strategic Advisor

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, announced that financial planning will be a new offering on their […]
September 25, 2025

Advyzon and Advyzon Investment Management (AIM) Win 2025 Wealth Management Industry Awards

Advyzon and Advyzon Investment Management (AIM), were both named winners at the 2025 WealthManagement.com Industry Awards. The annual competition and industry-leading awards program often referred to […]
August 7, 2025

Advyzon Investment Management Launches Sphere, Featuring Professionally Managed Model Portfolios with Zero Strategist Fees

New platform allows advisors and clients to benefit from institutional-grade strategies at a low cost Advyzon Investment Management (AIM), a unified investment solutions platform within Advyzon, today announced […]
July 29, 2025

Nitrogen and Indivisible Partners Deliver Enhanced Advisor Experience and Portfolio Personalization

Nitrogen, a leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, announced a partnership with Indivisible Partners, a modern RIA platform […]
July 28, 2025

T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors – Part 3

If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future […]
July 9, 2025

The Oasis Group Releases Research Report Analyzing Wealth Platforms

The Oasis Group released a new research report on Wealth Platforms serving the wealth management industry. The comprehensive study evaluates the role of wealth technology platforms […]
June 24, 2025

Nitrogen and Advyzon Partner for Integrated Portfolio Analytics, Portfolio Management & CRM

Nitrogen, a leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, and Advyzon, a comprehensive technology platform and portfolio management […]
June 16, 2025

Altruist Launches Institutional-Grade FIX Trading Integrations with Advyzon and Orion

Altruist, the modern custodian built for RIAs, announced new institutional-grade FIX trading integrations with Orion and Advyzon*. These integrations allow for orders to be submitted in […]
June 3, 2025

Advyzon Appoints Clark Richards, Seasoned Industry Executive, as Vice President of Client Success

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently introduced Clark Richards to the team as Vice President of […]