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 […]
March 18, 2025

Advyzon Selected by Indivisible Partners to Power Wealth Platform

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that it was selected by Indivisible Partners, a privately-owned […]
March 6, 2025

Advyzon Named Best All-In-One Software Solution for 8th Consecutive Year in 2025 Advisor Software Survey from T3 and Inside Information

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently achieved very high client satisfaction ratings and significantly increased market […]
March 4, 2025

Joel Bruckenstein and Bob Veres Present Key Findings from 2025 T3/Inside Information Software Survey at 2025 T3 Conference

Joel Bruckenstein of Technology Tools for Today (T3) and Bob Veres of Inside Information presented their initial findings from the 2025 T3/Inside Information Software Survey during […]
February 12, 2025

Advyzon Partners with StoneX Group Inc.’s Global Clearing and Custody Services to Provide Comprehensive Wealth Management Platform

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced a partnership with the Correspondent Clearing division of StoneX […]
December 10, 2024

Advyzon Announces Partnership with iCapital®to Enhance Alts Capabilities and Reporting for Financial Advisors and Family Offices

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced a robust new integration with iCapital1, the global fintech […]
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 […]