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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]