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
January 24, 2023

What fee models are advisors using? Advyzon’s 2022 Billing & Fee Study may surprise you

Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, recently released “What Fee Models Are Advisors Using?“, a white […]
December 30, 2019

Advyzon Ups Its Game: An Underappreciated, Compelling Value in a Crowded Field

When it comes to portfolio management and accounting software, there is no lack of competition. Albridge has historically done well among hybrid RIAs, although Morningstar, which […]
December 18, 2019

Golden Nuggets from the 2019 T3 Enterprise Conference

Editor’s notes: Keena Pettijohn, founder and CEO of Lifelogixs Strategic Consultancy Group, was kind enough to write up the following summaries based on her experience attending […]
January 23, 2019

Advyzon Launches Integration with Riskalyze to Streamline Portfolio Management

Advyzon, an all-in-one, cloud-based financial advisor technology platform, announced an integration with Riskalyze, a risk assessment tool and creator of the Risk Number®. This integration allows […]