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