Advyzon Investment Management (AIM)

December 5, 2024

Apex Fintech Solutions and Advyzon Expand Strategic Partnership with Advyzon Investment Management (AIM)

Apex Fintech Solutions Inc. (“Apex”) and Advyzon are thrilled to announce the expansion of their strategic partnership focused on integrating with Advyzon Investment Management (“AIM”), an […]
November 18, 2024

Advyzon Announces Auria, New Product Offering for Family Offices and UHNW Clients

Advyzon announced a new product offering from Advyzon Institutional called Auria. Evolving from Advyzon’s all-in-one platform, Auria is purpose built for the needs of UHNW clients […]
October 23, 2024

Advyzon Embraces Tampa: 2025 Advyzon Annual Conference Registration is Live

Advyzon shared more details on the 2025 Advyzon Conference, which will take place February 12-14, 2025 at the Grand Hyatt Tampa Bay in Tampa, Florida.  Registration […]
October 22, 2024

Advyzon and Syntax Data Enter Custom Indexing Integration

Advyzon Investment Management (AIM) and Syntax Data announced a partnership that will provide financial advisors with the ability to produce highly customized financial portfolios at scale. […]
September 12, 2024

Advyzon Investment Management (AIM) Wins WealthManagement.com Industry Award for Model Marketplaces

Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, was named the winner of the ‘Model Marketplaces’ […]
July 9, 2024

Advyzon TAMP’s New Partnership With FINIAT Provides Turnkey Trading and Portfolio Management

Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, recently announced a partnership with FINIAT, a leading […]
June 27, 2024

Advyzon Releases Third Annual Asset Allocation Study and White Paper

Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, has just released “What’s Going On With Assets in […]
January 4, 2024

T3 Resigns with Impact Communications for 20th Anniversary Celebration and FinTech Conference in Las Vegas

Advyzon also taps Impact to speak at, promote their inaugural conference for financial advisors Impact Communications (Impact) has signed on to do PR for and promote […]
October 5, 2023

Advyzon Announces Inaugural Conference for Financial Advisors and Industry Professionals

Advyzon announced details on the inaugural Advyzon Conference, which will take place February 20-22, 2024 at the Sheraton Phoenix Downtown Hotel. Advyzon’s conference mission is to […]