March 5, 2024

Advyzon Adds to Executive Team to Embark on Next Chapter of Growth

Advyzon announced two new additions to the executive team, Kartik Srinivasan as President of Advyzon Institutional and Dave Goes as President of Enterprise Sales. These hires […]
February 27, 2024

T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 – Part I

Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference […]
February 22, 2024

Advyzon and Apex Advisor Solutions Push the Boundaries of Advisor and Custodial Technology

Award-winning fintech platform Advyzon announced a new custody and retail investment infrastructure integration with Apex Advisor Solutions. The collaboration was announced during the inaugural Advyzon Conference, […]
February 1, 2024

Advyzon Shines as Best All-In-One Software Solution for 7th Consecutive Year

Advyzon recently achieved high client satisfaction ratings in multiple categories in the 2024 T3 / Inside Information Software Survey – including earning the highest rating in […]
January 22, 2024

Advyzon Releases Third Annual Special Report Analyzing Financial Advisor Billing Trends and Fee Models

Could performance-based billing boost a financial advisor’s business? This is one of the questions that Advyzon, a comprehensive service and technology platform and portfolio management solution […]
October 19, 2023

Advyzon and RightCapital Announce Updates to Data-Sharing Integration

Advyzon announced updated integration capabilities with RightCapital. Advyzon’s integration with RightCapital sends data directly from Advyzon through API access and offers multiple capabilities, including connecting important […]
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 […]
May 26, 2023

tru Independence selects Lumiant and Advyzon for their new EAS Platform

tru Independence, a $9 billion national independent advisory community, announced the launch of truView, which will power a new Experience As a Service (EAS) platform. tru […]
May 16, 2023

Advyzon and TradePMR Launch Expanded Integration to Enhance Connectivity Between the Top-Rated RIA Platforms

TradePMR, a technology and custodial services provider for registered investment advisers (RIAs), announced an expanded technology integration with Advyzon, an all-in-one, cloud-based financial advisor technology platform. The integration is […]
March 14, 2023

Advyzon Investment Management (AIM) Launches Model Marketplace, ‘Nucleus’

Announced at the T3 Advisor Conference, Advyzon’s TAMP now offers both advisor-traded and Advyzon-traded options